Microsoft (MSFT) News Today

Here’s what’s moving Microsoft Corporation (NASDAQ:MSFT) shares today:

• Positive Sentiment: Analysts at Zacks Research raised multiple forward EPS estimates for Microsoft, boosting guidance for Q1–Q4 2026 and FY2026–FY2028.
• Positive Sentiment: A platform consolidation pair trade recommended a long position in Microsoft against Asana, citing strong enterprise demand for Azure and Microsoft 365. Platform Consolidation Pair Trade: Long Microsoft, Short Asana
• Positive Sentiment: Munro Global Growth Fund’s Q2 2025 letter highlighted that its long positions and hedges on MSFT contributed to a 16.1% quarterly return. Here’s Munro Global Growth Fund’s Stock Story on Microsoft
• Positive Sentiment: Senator Angus S. King Jr. bought $1K–$15K of MSFT shares on July 21, signaling insider confidence. Sen. Angus S. King Jr. Purchases Shares of Microsoft
• Positive Sentiment: American Banking News raised Microsoft’s price target to $675, lifting buy-side analyst sentiment. Microsoft Price Target Raised to $675.00
• Positive Sentiment: OpenAI, backed by Microsoft, is launching its first India office to tap its second-largest user market, underscoring AI services growth. OpenAI Expands Into 2nd-Largest Market With India Office Launch
• Positive Sentiment: Microsoft’s AI solutions have been adopted by the NFL for sideline analytics, showcasing strong enterprise AI traction. Microsoft's AI Hits The NFL Sidelines
• Positive Sentiment: Quantum computing efforts remain on track: SoftBank’s $2B investment in Intel pairs with Microsoft’s quantum-safe research, supporting its long-term R&D leadership. Quantum Computing News: SoftBank Invests $2B in Intel…
• Positive Sentiment: Microsoft’s new Xbox ROG Ally handheld is set to launch October 16, re-entering portable gaming and targeting Nintendo’s Switch 2 market share. Microsoft Targets Nintendo Switch 2 With Xbox ROG Ally
• Neutral Sentiment: Microsoft AI CEO Mustafa Suleyman cautioned about “AI psychosis” risks and models that appear conscious, emphasizing governance and ethics discussions. Microsoft AI CEO Suleyman is worried about ‘AI psychosis’
• Neutral Sentiment: An industry report provided a one-year price prediction for MSFT, noting a recent 3.6% pullback against a 42% gain since April lows. Microsoft Stock Price Prediction for 2025
• Neutral Sentiment: Technical charts from TalkMarkets showed potential broken uptrends for both Nvidia and Microsoft, though fundamentals differ across the two mega-caps. Nvidia and Microsoft: Broken Uptrends?
• Neutral Sentiment: Microsoft Office 2021’s new productivity apps aim to streamline workflows, but the impact on subscription renewals and upsells is yet to be seen. Streamline your workflow with Microsoft Office 2021’s productivity apps
• Negative Sentiment: Elon Musk’s xAI launched a new venture directly aiming at Microsoft’s AI offerings, ramping up competitive pressure. Elon Musk's xAI Takes Aim at Microsoft with New Venture
• Negative Sentiment: Representative Lisa C. McClain sold $1K–$15K of MSFT shares in June, indicating insider profit-taking. Rep. Lisa C. McClain Sells Off Shares of Microsoft
• Negative Sentiment: Microsoft will end enterprise discounts on Microsoft 365 and cloud apps in November, which may raise customer costs by 6%–12%. Microsoft Ends Enterprise Discounts On Microsoft 365, Cloud Apps In November
• Negative Sentiment: Microsoft scaled back Chinese firms’ access to its cybersecurity early-warning system after a SharePoint hack, potentially straining its China business. Microsoft Limits China Access after SharePoint Hack
• Negative Sentiment: India’s CERT-In warned of critical security flaws in Microsoft products, prompting urgent patch calls and raising potential liability concerns. CERT-In Warns Of Critical Security Flaws In Microsoft Products
• Negative Sentiment: Hundreds of Microsoft employees anonymously leaked salary data amid competition for AI talent, underlining retention challenges. Hundreds Of Microsoft Employees Just Revealed Their Pay
• Negative Sentiment: Protests over Microsoft’s Israel ties led to 18 arrests at its Redmond campus, with conflicting accounts raising PR and operational risks. Microsoft employee protests over Israel military ties lead to 18 arrests
• Negative Sentiment: Technical analyses from Seeking Alpha flagged that Microsoft’s uptrend may be weakening as sellers take control. Nvidia And Microsoft: Uptrends Broken As Sellers Take Charge