msft.

MSFT 2025-12-18

Created on

Financial Report

Earnings Data Summary for MSFT as of 2025-12-18

Most recent EPS (Actual): 3.72

Most recent EPS (Consensus): 3.66

Most recent EPS reported date: 2025-10-29

Most recent EPS fiscal date (quarterly): 2025-09-30

Historical Average EPS (last 8 quarters): 3.18

In the past 8 quarters, the company missed earnings estimates 0 times.

Historical High EPS (last 8 quarters): 3.65

Historical Low EPS (last 8 quarters): 2.93

Upcoming earnings date: 2026-01-27

Valuation Data Summary for MSFT as of 2025-12-18

Current P/E for MSFT: 36.53

1 year P/E range: 29.12 - 36.53

2 years P/E range: 29.12 - 37.43

5 years P/E range: 24.92 - 37.43

Management Sentiment Summary for MSFT in 2025Q3 earnings call:

The following is the average sentiment score for each management title:

The lower the score, the more negative the sentiment. The higher the score, the more positive the sentiment. 0.5 is neutral.

TitleSentiment Score
CEO0.70
CFO0.66

Insider transactions in the last 90 days:

No transactions have been reported in recent Form 4 filings.

Technical Report

Price Distribution for MSFT

25th percentile in the past 20 days: 476.84

Lowest price in the past 20 days: 464.89

Price with moderate low (closest to -0.5) z-score in the past 20 days: 475.0

Price with low (closest to -1.0) z-score in the past 20 days: 468.27

Price below mean by one standard deviation: 470.66

Price below mean by two standard deviations: 463.99

Price Range for MSFT

MSFT current price: $476.12

5-Day Range: $470.88 - $486.03

50-Day Range: $464.89 - $552.69

200-Day Range: $342.95 - $553.50

Technical Indicators Summary for MSFT as of 2025-12-18

MACD values for MSFT in the past 14 days:

Datehistogrammacdsignal
2025-12-160.16-6.57-6.73
2025-12-150.26-6.51-6.77
2025-12-120.65-6.18-6.83
2025-12-110.95-6.05-6.99
2025-12-100.94-6.29-7.23
2025-12-091.45-6.02-7.46
2025-12-080.88-6.94-7.83
2025-12-050.13-7.92-8.05
2025-12-04-0.18-8.26-8.08
2025-12-03-0.30-8.33-8.03

EMA values for MSFT with a window of 50 days:

DateValue
2025-12-16495.99
2025-12-15496.79
2025-12-12497.69
2025-12-11498.47
2025-12-10499.08
2025-12-09499.92
2025-12-08500.24
2025-12-05500.62
2025-12-04501.33
2025-12-03502.17

EMA values for MSFT with a window of 200 days:

DateValue
2025-12-16480.96
2025-12-15481.00
2025-12-12481.07
2025-12-11481.09
2025-12-10481.07
2025-12-09481.09
2025-12-08480.98
2025-12-05480.88
2025-12-04480.86
2025-12-03480.86

RSI values for MSFT in the past 14 days:

DateValue
2025-12-1640.79
2025-12-1539.51
2025-12-1241.47
2025-12-1144.17
2025-12-1040.60
2025-12-0948.51
2025-12-0847.80
2025-12-0542.04
2025-12-0440.23
2025-12-0337.82

Money Flow Index (MFI) for MSFT over the last 10 trading days:

Latest MFI: 56.59

DateMFIMoney Flow RatioTypical Price
2025-12-1756.591.30477.04
2025-12-1644.170.79475.05
2025-12-1552.511.11476.02
2025-12-1252.341.10479.11
2025-12-1160.001.50481.79
2025-12-1060.201.51479.30
2025-12-0974.362.90490.88
2025-12-0862.661.68489.23
2025-12-0551.791.07481.81
2025-12-0442.270.73479.55

Bollinger lower and higher band for MSFT, calculated for the past 20 days

Number of Standard Deviations: 2

Latest Close: 476.12

Latest SMA: 481.78

Latest Bollinger Lower Band: 469.05

Latest Bollinger Higher Band: 494.51

ADX for MSFT, calculated for the past 14 days

ADX: 26.72

Volume and volume ratio for MSFT:

Last 30 days average volume: 24.9M

Today's volume: 24.5M

Volume Ratio (Today / Avg Volume in the past 30 days): 0.99

Average VWAP in the past 30 days: 482.33

Support levels for MSFT (last 200 trading days):

Last Low: 456.89 on 2025-06-02 (UTC)

Last High: 555.45 on 2025-07-31 (UTC)

Fibonacci Levels: 23.6%: 505.73, 38.2%: 474.98, 50.0%: 450.12, 61.8%: 425.26, 78.6%: 389.87

Resonance Supports: 50.0%: 450.12

Short interest data for MSFT in the past 5 months:

Report DateAvg Daily VolumeDays to CoverShort Interest
2025-11-2826M2.3861.9M
2025-11-1424M2.0248.6M
2025-10-3122.6M2.3252.5M
2025-10-1517.6M2.9852.3M
2025-09-3020.8M2.6554.9M
2025-09-1519.3M3.3965.2M
2025-08-2922.3M2.6358.5M
2025-08-1520.8M2.7156.2M
2025-07-3120M2.6352.6M
2025-07-1515.3M3.5153.8M

Option Chain

Monthly options:

MSFT 470 put expires on 2026-01-16

iv: 0.2331, delta: -0.3723, gamma: 0.0118, theta: -0.1822, vega: 0.5182 ask price: 8.6, bid price: 8.45

MSFT 460 put expires on 2026-01-16

iv: 0.2403, delta: -0.2643, gamma: 0.0099, theta: -0.1659, vega: 0.448 ask price: 5.55, bid price: 5.4

MSFT 450 put expires on 2026-01-16

iv: 0.2497, delta: -0.1798, gamma: 0.0077, theta: -0.1403, vega: 0.3592 ask price: 3.5, bid price: 3.4

MSFT 440 put expires on 2026-01-16

iv: 0.2631, delta: -0.1207, gamma: 0.0056, theta: -0.1145, vega: 0.2752 ask price: 2.25, bid price: 2.18

MSFT 430 put expires on 2026-01-16

iv: 0.2776, delta: -0.0803, gamma: 0.0039, theta: -0.0904, vega: 0.2042 ask price: 1.46, bid price: 1.4

MSFT 420 put expires on 2026-01-16

iv: 0.2935, delta: -0.0536, gamma: 0.0027, theta: -0.0703, vega: 0.1493 ask price: 0.96, bid price: 0.92

MSFT 410 put expires on 2026-01-16

iv: 0.3105, delta: -0.0361, gamma: 0.0019, theta: -0.0543, vega: 0.1085 ask price: 0.65, bid price: 0.61

MSFT 400 put expires on 2026-01-16

iv: 0.3284, delta: -0.0245, gamma: 0.0013, theta: -0.0419, vega: 0.0788 ask price: 0.45, bid price: 0.41

Weekly options:

MSFT 470 put expires on 2026-01-02

iv: 0.2302, delta: -0.3446, gamma: 0.016, theta: -0.2474, vega: 0.3684 ask price: 5.55, bid price: 5.35

MSFT 460 put expires on 2026-01-02

iv: 0.2399, delta: -0.2079, gamma: 0.0119, theta: -0.2043, vega: 0.2866 ask price: 2.93, bid price: 2.84

MSFT 450 put expires on 2026-01-02

iv: 0.2538, delta: -0.1178, gamma: 0.0078, theta: -0.1507, vega: 0.1976 ask price: 1.54, bid price: 1.46

MSFT 440 put expires on 2026-01-02

iv: 0.2711, delta: -0.0656, gamma: 0.0047, theta: -0.1049, vega: 0.1277 ask price: 0.82, bid price: 0.77

MSFT 430 put expires on 2026-01-02

iv: 0.2918, delta: -0.0373, gamma: 0.0028, theta: -0.0724, vega: 0.0815 ask price: 0.46, bid price: 0.43

MSFT 420 put expires on 2026-01-02

iv: 0.3142, delta: -0.0218, gamma: 0.0017, theta: -0.05, vega: 0.0521 ask price: 0.27, bid price: 0.25

MSFT 410 put expires on 2026-01-02

iv: 0.3383, delta: -0.0132, gamma: 0.001, theta: -0.0353, vega: 0.034 ask price: 0.17, bid price: 0.15

MSFT 400 put expires on 2026-01-02

iv: 0.3645, delta: -0.0084, gamma: 0.0006, theta: -0.0258, vega: 0.023 ask price: 0.12, bid price: 0.09

Final Report

Recommendation: Buy


Reasoning:

Financial:

  • Earnings Strength: MSFT’s most recent EPS of $3.72 beat consensus ($3.66) and is above the 8‑quarter average ($3.18). The company has not missed estimates in the past two years, demonstrating consistent execution.
  • Valuation: The current P/E of 36.5 is at the high end of its 1‑year range (29.1–36.5), indicating the stock is fully valued but not excessively stretched relative to recent history.
  • Management Sentiment: CEO and CFO sentiment scores (0.70 and 0.66) are moderately positive, suggesting confidence in the business outlook.
  • Insider Activity: No insider sales in the last 90 days is a neutral‑to‑positive signal.

Technical:

  • Price Position: Current price ($476.12) is near the 25th percentile of the past 20 days ($476.84) and just above the 20‑day Bollinger lower band ($469.05), indicating a short‑term oversold condition.
  • Trend & Momentum: The stock is below its 50‑day EMA (~$496) but above its 200‑day EMA (~$481), suggesting a near‑term pullback within a longer‑term uptrend. MACD histogram has turned positive in recent days (from –0.30 to +0.16), signaling potential momentum reversal. RSI (40.8) is neutral‑to‑weak, not yet oversold.
  • Support Levels: Strong support exists at the 38.2% Fibonacci level ($474.98), the 20‑day low ($464.89), and the 200‑day EMA (~$481).
  • Volume & Short Interest: Volume is average (ratio 0.99); short interest is moderate (2.38 days to cover) and stable, indicating no extreme bearish positioning.

News:

  • Sentiment: Recent news sentiment is neutral‑to‑positive (3 positive, 0 negative out of 10 articles). MSFT is consistently framed as an AI leader and a core holding in tech portfolios.
  • Macro Context: The broader market (SPY) is in a late‑cycle expansion with elevated valuations (Buffett Indicator 226%), but the yield curve has steepened, reducing recession fears. MSFT’s defensive qualities (recurring revenue, cloud dominance) may offer relative safety in a volatile macro environment.

Option Chain:

  • Implied Volatility: IV for near‑term puts is moderate (~23–25% for Jan‑16), suggesting options are not pricing extreme downside fear.
  • Strike Clustering: The $470–$480 put strikes show elevated open interest, indicating these levels are viewed as near‑term support/resistance zones.

Strategy to Minimize Risk:

  1. Entry Price: Ideal buy zone $470–$475 (near the 38.2% Fibonacci support and the Bollinger lower band). A break below $465 would invalidate the setup.
  2. Profit Targets:
    • Short‑term (2–4 weeks): $495–$500 (50‑day EMA and upper Bollinger band resistance).
    • Long‑term (3–6 months): $520+ (prior highs) if earnings (Jan‑27) beat and AI narrative strengthens.
  3. Time Horizon: Weeks to months, with the upcoming January earnings report as a key catalyst.

Final Notes:

  • Risks: High P/E leaves MSFT sensitive to rate‑driven multiple compression. A broader market correction (SPY at all‑time highs) could drag the stock lower despite strong fundamentals.
  • Opportunity: The current pullback to support, combined with positive earnings momentum and a constructive long‑term trend, offers a favorable risk/reward entry for a high‑quality name. Use a stop‑loss below $464 (20‑day low) to limit downside.