Models
Microsoft Corporation (MSFT)Updated Jul 30, 2026 · Revised 1 time
Fair value per share
$396.02
Upside vs market
-12.2%
Intelligent Cloud EV ($M)
1,386,288
Financial model•assumptions as of 2026-07-30•USD
Artifacts
Microsoft Corporation (MSFT)2 weeks ago
- $24.1B of FY2026 revenue from commercial arrangements with OpenAI, including revenue-sharing payments. - $6.0B of receivables from OpenAI at June 30, 2026. - Microsoft held an approximately 25% as-converted equity-method interest in OpenAI and had funded $11.9B of a $13.0B commitment at June 30, 2026. - Separately, in April 2026 Microsoft said its overall...
claude-via-mcp