Microsoft

Research timeline

1. Oct 4, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Neutral (3.25/5) on Microsoft (MSFT), Oct 4, 2026. Price $518 vs intrinsic value $426. Microsoft remains an exceptional business with a powerful…

   Neutral3.25EN39 min
2. Aug 27, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Neutral (3.25/5) on Microsoft (MSFT), Aug 27, 2026. Price $505 vs intrinsic value $434. Microsoft (MSFT) is a world-class compounder possessing a 27.1%…

   Neutral3.25EN33 min
3. Aug 2, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Bullish (3.35/5) on Microsoft (MSFT), Aug 2, 2026. Price $465 vs intrinsic value $432. Microsoft remains one of the highest-quality businesses in the…

   Bullish3.35EN31 min
4. Jul 29, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Bearish (3.35/5) on Microsoft (MSFT), Jul 29, 2026. Price $391 vs intrinsic value $328. Microsoft remains a superb business: high returns on capital…

   Bearish3.35EN40 min
5. Jul 23, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Neutral (3.35/5) on Microsoft (MSFT), Jul 23, 2026. Price $382 vs intrinsic value $328. Microsoft remains a very high-quality business with a wide moat…

   Neutral3.35EN38 min
6. Jul 3, 2026

   Deep Value Intelligence

   Microsoft（MSFT）深度价值情报报告

   中性（3.35/5）· Microsoft（MSFT）· 2026年7月3日。股价 $390。微软是一家我能用"小学生语言"讲清楚的企业：它卖软件订阅、云计算算力、办公工具、企业系统，以及游…

   Neutral3.35中文42 min
7. Jun 23, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Neutral (3.35/5) on Microsoft (MSFT), Jun 23, 2026. Price $367. Microsoft remains one of the highest-quality large-cap businesses in the market: very…

   Neutral3.35EN40 min
8. Jun 6, 2026

   Deep Value Intelligence

   Microsoft (MSFT) Deep Value Intelligence Report

   Neutral (3.35/5) on Microsoft (MSFT), Jun 6, 2026. Price $417. Microsoft remains one of the highest-quality large-cap businesses in the public market…

   Neutral3.35EN38 min
9. May 14, 2026

   Deep Value Intelligence

   Microsoft（MSFT）深度价值情报报告

   中性（3.35/5）· Microsoft（MSFT）· 2026年5月14日。股价 $408。微软最强的地方在于业务质量和资本回报，而不是低估值。当前价格对应的是"优秀公司合理偏贵"的状态…

   Neutral3.35中文58 min
10. May 10, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), May 10, 2026. Price $415. Microsoft is an undeniable compounding machine (28.3% ROIC, 68.8% gross margins), but it…

    Neutral3.35EN49 min
11. May 6, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), May 6, 2026. Price $414. Microsoft (MSFT) is a world-class compounder priced for absolute perfection. While…

    Neutral3.35EN43 min
12. Apr 26, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Apr 26, 2026. Price $425. - Microsoft's business risk is low, but the investment risk at $425 is meaningful. The…

    Neutral3.35EN49 min
13. Apr 24, 2026

    Deep Value Intelligence

    Microsoft（MSFT）深度价值情报报告

    中性（3.35/5）· Microsoft（MSFT）· 2026年4月24日。股价 $425。微软是极高质量的生意，护城河、盈利能力、客户粘性和财务韧性都很强，长期业务风险低；但当前主要风…

    Neutral3.35中文46 min
14. Apr 19, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Apr 19, 2026. Price $423. Microsoft is a world-class business with one of the strongest enterprise moats ever…

    Neutral3.35EN33 min
15. Apr 12, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Apr 12, 2026. Price $371. Microsoft remains one of the highest-quality businesses in the world, with durable…

    Neutral3.35EN33 min
16. Apr 5, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Apr 5, 2026. Price $373. - Microsoft is an extraordinary business with one of the strongest economic moats in…

    Neutral3.35EN33 min
17. Mar 30, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Mar 30, 2026. Price $364. - Microsoft is a world-class franchise with durable competitive advantages, high returns…

    Neutral3.35EN35 min
18. Mar 24, 2026

    Deep Value Intelligence

    Microsoft（MSFT）深度价值情报报告

    中性（3.35/5）· Microsoft（MSFT）· 2026年3月24日。股价 $373。微软是全球罕见的兼具极高安全边际与强大增长引擎的科技巨头。虽然绝对估值隐含了一定增长溢价，但…

    Neutral3.35中文40 min
19. Mar 22, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Mar 22, 2026. Price $382. Microsoft (MSFT) presents a quintessential Warren Buffett-style value proposition…

    Neutral3.35EN37 min
20. Mar 20, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Neutral (3.35/5) on Microsoft (MSFT), Mar 20, 2026. Price $385. WATCH (with a bias toward selective accumulation on pullbacks). The "Why": Microsoft…

    Neutral3.35EN34 min
21. Mar 15, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Deep Value Intelligence report on Microsoft (MSFT), Mar 15, 2026. Price $396. Microsoft (MSFT) presents a textbook example of Warren Buffett's investing…

    EN36 min
22. Mar 11, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Deep Value Intelligence report on Microsoft (MSFT), Mar 11, 2026. Price $405. Microsoft is a generational fortress boasting 27% ROIC and $160B in…

    EN中文39 min
23. Mar 9, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Deep Value Intelligence report on Microsoft (MSFT), Mar 9, 2026. The Risk: Structural shift in business economics. Microsoft is transitioning from a…

    EN中文34 min
24. Mar 8, 2026

    Deep Value Intelligence

    Microsoft（MSFT）深度价值情报报告

    Microsoft（MSFT）· 2026年3月8日。支撑理由：微软展现了极其罕见的“巨象起舞”特征。其在维持高基数增长的同时，通过 AI 成功重塑了所有产品线。极高的 ROE、堡垒般…

    中文33 min
25. Feb 19, 2026

    Research note

    MSFT Q2 2025

    Headline: Microsoft delivered another record quarter, with Azure and AI-enabled Microsoft 365 Copilot leading growth. Management guided mid-teens revenue…

    EN2 min
26. Feb 19, 2026

    Research note

    Microsoft Corporation (MSFT) Comprehensive Financial Research Report

    The first quarter of Fiscal Year 2026, ending September 30, 2025, serves as a critical litmus test for Microsoft Corporation’s aggressive pivot toward an…

    EN21 min
27. Feb 19, 2026

    Research note

    Microsoft (MSFT) Financial Research Report

    Business Model: Microsoft is a diversified technology conglomerate that primarily earns revenue by developing and licensing software, providing cloud…

    EN17 min
28. Feb 19, 2026

    Research note

    Deep Research Report: Microsoft Corporation (MSFT) - The Infrastructure of Intelligence

    Microsoft Corporation (MSFT) finds itself at the epicenter of a tectonic shift in the global technology landscape, moving from the era of mobile and…

    EN22 min
29. Feb 19, 2026

    Research note

    Microsoft Financial Research Report

    In Q3 FY2025 (quarter ended March 2025) Microsoft reported revenues of $70.1 billion (up 13% year-over-year, 15% in constant currency), with operating…

    EN10 min
30. Feb 15, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Deep Value Intelligence report on Microsoft (MSFT), Feb 15, 2026. As of mid-February 2026, Microsoft (MSFT) has solidified its position as the…

    EN32 min
31. Feb 7, 2026

    Deep Value Intelligence

    Microsoft (MSFT) Deep Value Intelligence Report

    Deep Value Intelligence report on Microsoft (MSFT), Feb 7, 2026. Based on the Value Investing Risk Framework and a critical review of the analyst debate…

    EN31 min
32. Jan 28, 2026

    Q4 2025

    Microsoft (MSFT) Financial Research Report

    Microsoft’s latest earnings (Fiscal Q2 2026, quarter ended December 31, 2025) beat expectations across the board. Revenue reached $81.27 billion, up ~15%…

    EN43 min
33. Jan 28, 2026

    Q4 2025

    Comprehensive Strategic and Financial Evaluation of Microsoft Corporation (MSFT): A Decadal Analysis and Future Outlook

    微软目前正处于“资本密集型扩张”阶段，正积极投入数百亿美元用于人工智能（AI）基础设施建设，以确保其在未来十年的云计算领域占据基础性地位。虽然这导致毛利率略有…

    EN20 min
34. Dec 2, 2025

    Research note

    Microsoft (MSFT) Financial Research Report

    Microsoft delivered record results in the most recent reporting period. For the fiscal year 2025 (ended June 30, 2025), revenue reached $281.7 billion, a…

    EN24 min
35. Jun 27, 2025

    Research note

    MSFT (06-27-2025)

    Great. I will conduct an in-depth financial and strategic analysis of Microsoft Corporation (NASDAQ: MSFT), incorporating data through 2025. This will…

    EN47 min