Microsoft Corporation
MSFT · Nasdaq
MSFT · Nasdaq
Microsoft sells enterprise and consumer software, cloud infrastructure, devices, gaming products and online advertising. Its three principal businesses are Productivity and Business Processes, led by Microsoft 365, LinkedIn and Dynamics; Intelligent Cloud, led by Azure and server products; and More Personal Computing, including Windows, gaming, devices and search advertising. Customers range from large enterprises and governments to developers, small businesses and consumers. Microsoft generates recurring subscription and usage revenue, with Azure and Microsoft 365 central to its AI strategy. FY2026 revenue was $331.8 billion and net income was $133.7 billion, versus $281.7 billion and $101.8 billion in FY2025.
Microsoft rose 1.00%, from $505.06 to $510.12, after a volatile week that ended with a sharp reversal. The stock initially gained to $513.53 on August 28, then fell from $507.29 on August 31 to $496.82 on September 2. Coverage during the retreat focused on reports that CEO Satya Nadella sold roughly $43 million to $44 million of stock and on the launch of Project Zenith, while Nadella’s comments that Azure customers were already using OpenAI’s Astra model provided a counterpoint. Microsoft rebounded 3.12% on September 3, alongside a broader market rally in which the Nasdaq rose 1.3%, the Dow 1.1% and the S&P 500 1.0%.
Microsoft rose 6.27% over the week, from $483.24 on August 21 to $513.53 on August 28, advancing each session and finishing at a new weekly high. The supplied evidence does not identify a dated, company-specific announcement that explains the move. Instead, the backdrop remained supportive for large-cap AI and cloud stocks, with coverage emphasizing Microsoft’s data-center spending, AI infrastructure demand and cloud positioning. The advance also held despite mixed broader-market signals: stocks rallied in one session as Fed Chair Warsh addressed inflation, while the Nasdaq 100 fell 0.70% on Friday as hawkish policy expectations increased. Microsoft therefore outperformed the reported Friday market weakness, with volume rising to 29.2 million shares on the final day.
Microsoft rose 3.78% over the period, from $487.65 to $506.06. The advance was uneven: shares gained 1.06% on August 4, gave back 1.09% on August 5, then jumped 2.54% on August 6 and added another 1.21% on August 10. The supplied evidence does not identify a dated company release or other event that explains the move, so attribution is limited. The strongest positive themes in the accompanying coverage were optimism about AI-driven growth, cloud gains and sustained double-digit earnings growth, while JPMorgan’s reported price-target increase to $625 provided a specific bullish datapoint. Microsoft’s FY2026 revenue and net income also rose sharply year over year, supporting the constructive fundamental backdrop.
Microsoft rose 25.29%, from $393.35 to $492.81, extending a sharp rally led by strong quarterly results and rosy guidance that investors viewed as evidence of durable Azure and artificial-intelligence demand. The largest move came on July 30, when the stock jumped to $451.10 on 110.2 million shares, followed by another gain on July 31 as the earnings reaction continued. Microsoft then advanced 4.9% on August 3 and 1.1% on August 4, without a material reversal. Broader risk appetite also helped: on August 3, the S&P 500, Dow and Nasdaq 100 rose 1.48%, 1.32% and 1.78%, respectively, as Middle East tensions eased.
