Microsoft Corp. (MSFT) beat expectations in Q4 FY2026 on revenue of $90.0B versus the $87.6B estimate (+17.7% YoY) and EPS of $4.74. The next Microsoft Corp. (MSFT) earnings date is Oct 28, 2026. Below is the full Microsoft Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Microsoft Corp. (MSFT) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±7.2% (over the last 8 reports)
Post-earnings direction
Up 3 / Down 5 (of the last 8 reports)
Implied move (next report)
±27.3% (options-derived · into Oct 28, 2026)
Institutional ownership
61.8% (13F as of 2026-06-30)
Top 10 holders
34.0% (of shares outstanding)
Insider activity
7 buys / 4 sells (recent Form 4 filings)
Revenue
$90.0B (vs $87.6B est · +2.7% surprise · +17.7% YoY)
EPS
$4.74 (vs $4.24 est · +11.8% surprise · +31.4% YoY)
Share price
$495.40 (-0.3%)
Market cap
$3.68T
Microsoft Corp. (MSFT) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$90.0B vs $87.6B est
$4.74 vs $4.24 est
+11.8%
+14.7%
Beat
Q4 FY2026
$82.9B vs $81.4B est
$4.27 vs $4.06 est
+5.2%
-5.0%
Mixed
Q3 FY2026
$81.3B vs $80.3B est
$4.14 vs $3.90 est
+6.2%
-9.8%
Mixed
Q2 FY2026
$77.7B vs $75.5B est
$4.13 vs $3.67 est
+12.5%
-3.0%
Beat
Q1 FY2026
$76.4B vs $73.9B est
$3.65 vs $3.37 est
+8.3%
+4.1%
Beat
Q4 FY2025
$70.1B vs $68.4B est
$3.46 vs $3.22 est
+7.5%
+8.0%
Beat
Q3 FY2025
$69.6B vs $68.9B est
$3.23 vs $3.15 est
+2.5%
-7.2%
Mixed
Q2 FY2025
$65.6B vs $64.6B est
$3.30 vs $3.10 est
+6.5%
-5.9%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.2%
607.4M
$226.6B
+2.4%
Vanguard Capital Management LLC
6.5%
485.2M
$181.0B
+0.5%
State Street Corp
4.3%
315.7M
$117.7B
+2.9%
Xxec, INC.
2.8%
207.6M
$511225
+203149.2%
Geode Capital Management, LLC
2.6%
189.6M
$70.6B
+0.6%
Fmr LLC
2.5%
186.0M
$69.4B
-2.2%
Undisclosed filer
2.3%
168.4M
$62.8B
+0.5%
Jpmorgan Chase & CO
1.8%
135.2M
$49.8B
+6.3%
Morgan Stanley
1.7%
127.7M
$47.6B
+2.2%
Norges Bank
1.4%
102.7M
$38.3B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Althoff Judson
officer: CEO Microsoft Commercial
2026-08-05
Sell
10K
$4.9M
Numoto Takeshi
officer: EVP, Chief Marketing Officer
2026-08-04
Sell
5K
$2.4M
Coleman Amy
officer: EVP, Chief Human Resources Off
2026-07-15
Sell
32
$12450
Hogan Kathleen T
officer
2026-07-01
Other
0
—
Jolla Alice L.
officer: Chief Accounting Officer
2026-06-15
Buy
5K
—
Coleman Amy
officer: EVP, Chief Human Resources Off
2026-06-15
Sell
36
$14045
Walmsley Emma N
director
2026-06-11
Buy
3
—
Rainey John D
director
2026-06-11
Buy
1
—
What you'll find
Next Microsoft Corp. (MSFT) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Microsoft Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Microsoft Corp. (MSFT)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Microsoft Corp.'s next earnings date?
Microsoft Corp.'s (MSFT) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Microsoft Corp. (MSFT) beat or miss earnings?
In Q4 FY2026, Microsoft Corp. (MSFT) posted beat results — revenue of $90.0B versus the $87.6B estimate (+2.7% surprise) and EPS of $4.74 versus $4.24 expected (+11.8% surprise). Magnisto decodes every Microsoft Corp. (MSFT) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Microsoft Corp. beat earnings estimates?
Over its last 8 reported quarters, Microsoft Corp. (MSFT) beat Wall Street EPS estimates 8 times, most recently a beat result in Q1 FY2027. Magnisto tracks every Microsoft Corp. (MSFT) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Microsoft Corp. stock move after earnings?
Over its last 8 quarterly reports, Microsoft Corp. (MSFT) moved an average of ±7.2% the day after earnings — ranging from -9.8% (Q3 FY2026) to +14.7% (Q1 FY2027). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±27.3% (derived). Magnisto tracks the realized post-earnings move for every Microsoft Corp. (MSFT) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Microsoft Corp.?
Institutions hold about 61.8% of Microsoft Corp.'s (MSFT) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.2%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.3%). Magnisto lists Microsoft Corp.'s (MSFT) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Microsoft Corp. (MSFT)?
In the most recent Form 4 filings Magnisto tracks, Microsoft Corp. (MSFT) insiders recorded 7 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Microsoft Corp. (MSFT) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Microsoft Corp. (MSFT), anchored to the current $495.40 share price, so you can weigh the bull, base and bear cases for Microsoft Corp. side by side.
Is Microsoft Corp. (MSFT) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Microsoft Corp. fits your own thesis and risk profile. This is research, not investment advice.