MSFT · NASDAQ-GS
Microsoft sells productivity software, cloud infrastructure and applications, operating systems, gaming products, devices, search and advertising. Its three reporting pools are Productivity and Business Processes, which monetizes Microsoft 365, Office, LinkedIn and related software; Intelligent Cloud, led by Azure, server products and enterprise services; and More Personal Computing, including Windows, gaming, devices and search advertising. Customers include businesses, governments, developers and consumers. The company reported FY2026 revenue of $331.8 billion and net income of $133.7 billion, up from $281.7 billion and $101.8 billion, respectively, in FY2025.
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.
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