Mirova raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,188 shares of the software giant’s stock after purchasing an additional 8,858 shares during the period. Microsoft accounts for about 6.4% of Mirova’s holdings, making the stock its 2nd largest holding. Mirova’s holdings in Microsoft were worth $45,159,000 at the end of the most rec ...

PMG Family Office LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,599 shares of the software giant’s stock, valued at approximately $828,000. Get Microsoft alerts: Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. WFA Asset Management Corp boosted its position in Microsoft by 27.0 ...

Legacy Wealth Management LLC MS lifted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,172 shares of the software giant’s stock after acquiring an additional 5,766 shares during the period. Microsoft makes up 6.7% of Legacy Wealth Management LLC MS’s portfolio, making the stock its 4th largest holding. Legacy Wealth Management LLC MS’s hol ...

Core Insights - Cleo Fields purchased shares of Microsoft Corp (NASDAQ:MSFT) for an amount ranging from $1,001 to $15,000, indicating confidence in the company's stock performance [1][6] - Microsoft's current stock price is $395.21, reflecting a decrease of approximately 1.05% or $4.20, with a trading range between $394.35 and $398 during the day [2] - Over the past year, Microsoft's stock reached a high of $555.45 and a low of $344.79, maintaining a strong market capitalization of about $2.93 trillion [2] Trading Activity - The trading volume for Microsoft shares on the NASDAQ is 5,847,824, indicating active investor interest and liquidity [3] Industry Developments - Turnium Technology Group Inc. (TTGI) announced the expansion of its partner services across the United States, driven by increased demand for Microsoft AI and security solutions from Managed Service Providers (MSPs) and Independent Software Vendors (ISVs) [4] - Insentra, a subsidiary of TTGI, collaborates with a network of partners, including MSPs, Value-Added Resellers (VARs), and systems integrators, to offer advanced Microsoft services without the need for extensive internal engineering teams [5] - This expansion underscores the growing importance of Microsoft's AI and security expertise in the technology sector [5]

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks That Will Skyrocket. Banking giant Goldman Sachs discussed Microsoft Corporation (NASDAQ:MSFT)’s shares in late February as it reiterated a Buy rating and a $600 share price target. The coverage came after the technology company revealed the Maia 200 AI inference accelerator, which is designed to be manufactured by TSMC’s 3-nanometer process technology. The investment bank commented that Microsoft Corporation (NASDAQ:MSFT) could achieve long-term ...

Core Insights - Microsoft has transitioned into an "AI-first" powerhouse, focusing on cloud computing and enterprise software, with significant growth driven by Microsoft Cloud and generative AI integration through Copilot [1] - The company reported a revenue of $81.3 billion for Q2 fiscal 2026, a 17% increase, surpassing the consensus estimate of $80.27 billion [6] - Microsoft Cloud revenue exceeded $50 billion for the first time, reflecting a 26% year-over-year growth, driven by demand for Azure AI services [6] Financial Performance - Microsoft achieved a non-GAAP EPS of $4.14, exceeding analyst projections of $3.97 [6] - The company has a robust operating margin of 47% and returned $12.7 billion to shareholders through dividends and buybacks, a 32% increase from the previous year [7] - Despite a $37.5 billion capital expenditure on AI infrastructure, Microsoft maintains significant cash reserves [7] Future Outlook - For Q3 2026, Microsoft provided a revenue guidance of $80.65 billion to $81.75 billion, projecting a growth of 15-17% [8] - CEO Satya Nadella indicated that the company is in the early phases of AI diffusion, with a substantial commercial backlog suggesting sustained long-term demand [8] Stock Performance - Microsoft stock has shown a 4.9% gain over the last 52 weeks, rebounding from a one-year low of $344.79 [3] - The stock experienced a 22% decline over the last six months due to high capital expenditure concerns but has shown only a marginal decline over the last month [3]

Microsoft (MSFT) - Microsoft is currently trading at a forward P/E of 23.49x, which is 25% below its five-year average and slightly above the S&P 500's forward P/E of 21.92x [1] - The stock has experienced a significant selloff, giving back all gains from the last 12 months since the launch of competitor Anthropic's AI model [2] - Despite the selloff, Microsoft reported a 17% year-over-year growth in revenue, with cloud revenue reaching $50 billion, a 26% increase YoY [6] - Analysts remain bullish on Microsoft, with 41 out of 50 rating it a "Strong Buy" and a mean target price of $595.6, indicating a 45% upside potential [7] Atlassian (TEAM) - Atlassian's stock has declined 71% over the last 12 months and 25% in the last month, reflecting negative sentiment around collaboration tools [9] - The stock is trading at an 82% discount to its five-year forward price-to-cash flow average, indicating it is undervalued [10] - Analysts project earnings growth of 15.74% in 2027, 18.55% in 2028, and 15% by 2029, although this growth is not guaranteed [11] - After a cautious earnings call, analysts have a consensus "Moderate Buy" stance, with a mean price target of $163.32, suggesting potential for more than doubling from current levels [13] Intuit (INTU) - Intuit's stock has decreased by 29% in the last 12 months but has recovered post-launch of Claude Opus 4.6, largely due to a strong Q2 earnings report [15] - The company expects total revenue for fiscal 2026 to be between $20.997 billion and $21.186 billion, translating to a growth rate of 12% to 13% [17] - Analysts have recently lowered their price targets, but the mean target price of $629.48 still offers a 43% upside from current levels [18]

Core Insights - Bretton Fund returned 1.44% in Q4 2025, underperforming the S&P 500 Index which returned 2.66% during the same period [1] - For the full year 2025, the Fund achieved a return of 11.58%, compared to 17.88% for the S&P 500 Index [1] - The firm does not view the overall market as being in bubble territory but acknowledges it is modestly elevated, particularly concerning the AI sector [1] Company Focus: Microsoft Corporation - Microsoft Corporation (NASDAQ:MSFT) stock closed at $405.20 per share on March 04, 2026, with a one-month return of 2.93% and a 52-week gain of 2.09% [2] - The company has a market capitalization of $3.012 trillion [2] - Microsoft’s stock returned 17% as earnings per share increased by 16%, driven by diverse revenue streams including productivity software, cloud computing, AI, gaming, and the Windows operating system [3] - Microsoft is ranked second among the 40 Most Popular Stocks Among Hedge Funds, with 312 hedge fund portfolios holding its stock at the end of Q4 2025 [4]

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is facing an investigation by Japan's Fair Trade Commission (JFTC) regarding potential violations of the Antimonopoly Act, specifically related to its Azure cloud platform and its software ecosystem [1][2]. Group 1: Investigation Details - The JFTC alleges that Microsoft has made its software difficult or impossible to operate on cloud platforms other than Azure, effectively locking customers into its ecosystem [2]. - There are suspicions that businesses using Microsoft software on competing cloud platforms are charged higher licensing fees [2]. - Microsoft Japan has stated that it is fully cooperating with the JFTC, and the investigation may extend to its US parent company [3]. Group 2: Business Developments - On February 24, Infosys announced the completion of a significant data modernization program for CSX Corporation, utilizing Microsoft Fabric and Microsoft Purview, marking a major deployment of Microsoft's unified data platform in the transportation sector [4]. - Arun Ulag, President of Azure Data at Microsoft, highlighted this development as a significant win for Microsoft Fabric, which is central to the company's commercial cloud strategy since its launch in 2023 [5]. Group 3: Company Overview - Microsoft Corporation develops and sells software, hardware, and cloud services, with major products including the Windows operating system, Microsoft Office, Azure cloud platform, LinkedIn, and Xbox gaming consoles [6].

Core Viewpoint - Software stocks have faced significant declines due to fears of AI disruption, but Nvidia's recent earnings report and comments from CEO Jensen Huang suggest potential recovery and opportunities in the sector [1][2][4]. Group 1: Market Dynamics - The software industry, valued at over $1 trillion, has entered a bear market, affecting even major players like Microsoft, which is down 28% from its recent peak [2][9]. - Nvidia's CEO, Jensen Huang, believes the market has misjudged the impact of AI on software, asserting that existing software will be enhanced rather than replaced by AI technologies [4][5]. Group 2: Investment Opportunities - The iShares Expanded Tech-Software Sector ETF (IGV) is highlighted as a strong investment option, currently trading at $82.60, down 31% from its peak, with a price-to-earnings ratio of 29 [7][8]. - Microsoft is also recommended as a buy, trading at $401.63 with a price-to-earnings ratio of 25, despite its recent decline; it offers diverse revenue streams beyond enterprise software, including cloud services and gaming [10][12].