Microsoft (MSFT)

• Market cap: $3.09T
• 1 day: -0.55%
• 5 days: -2.24%
• 1 month: -0.79%
• 3 months: -2.19%
• 6 months: -2.32%
• Year to date: 12.03%
• 1 year: 10.08%
• 5 years: 177.70%
• 10 years: 753.16%
• Sector: Information Technology
• Industry: Prepackaged Software

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

10% more repeat investments, than reductions

Existing positions increased: 2,378 | Existing positions reduced: 2,170

1% less funds holding

Funds holding: 5,132 [Q2] → 5,103 (-29) [Q3]

9% less call options, than puts

Call options by funds: $41.7B | Put options by funds: $45.8B

2.93% less ownership

Funds ownership: 72.94% [Q2] → 70.01% (-2.93%) [Q3]

6% less funds holding in top 10

Funds holding in top 10: 2,960 [Q2] → 2,770 (-190) [Q3]

8% less capital invested

Capital invested by funds: $2.43T [Q2] → $2.23T (-$201B) [Q3]

14% less first-time investments, than exits

New positions opened: 181 | Existing positions closed: 210

Research analyst outlook

16 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $465 12% upside
• Avg. target: $505 22% upside
• High target: $600 44% upside

16 analyst ratings

• positive: 14 88%
• neutral: 2 13%
• negative: 0 0%

RBC Capital Rishi Jaluria 50% 1-year accuracy 22 / 44 met price target	20% upside $500	Outperform Reiterated	5 Nov 2024
UBS Karl Keirstead 87% 1-year accuracy 13 / 15 met price target	20% upside $500	Buy Maintained	31 Oct 2024
JP Morgan Mark Murphy 63% 1-year accuracy 19 / 30 met price target	12% upside $465	Overweight Maintained	31 Oct 2024
TD Cowen Derrick Wood 94% 1-year accuracy 15 / 16 met price target	14% upside $475	Buy Maintained	31 Oct 2024
Piper Sandler Brent Bracelin 61% 1-year accuracy 55 / 90 met price target	13% upside $470	Overweight Maintained	31 Oct 2024