ANALYST-UPGRADE ·Filed Sep 23, 2026
Stifel double upgrade: Hold → Buy
Latest settled — T+5d
MSFT ▲ +3.65% at T+5d
LONG call ✓ call won +3.65% · α vs SPY +3.51% · entry $500.59 → $518.86
T+1d
-0.53%
call -0.53% · α -0.45%
$497.93
settled 8d ago
T+5d
+3.65%
call +3.65% · α +3.51%
$518.86
settled 2d ago
T+20d
—
call — · α —
—
in 19d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
Stifel double upgrade: Hold → Buy
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
64 (93%)
Hold
5
Sell / Strong Sell
0
Total Analysts
52
Mean PT
$576.40
Median PT
$572.50
High PT
$870.00
Low PT
$440.00
Current Price
$498.00
Implied Upside
+15.7%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-23 | Stifel | upgrade | Buy | $575.00 |
| 2026-09-22 | Oppenheimer | maintain | Outperform | — |
| 2026-09-21 | Cantor Fitzgerald | maintain | Overweight | $608.00 |
| 2026-09-15 | Citizens | reiterate | Market Outperform | $550.00 |
| 2026-09-04 | Stifel | maintain | Hold | $530.00 |
| 2026-09-01 | B of A Securities | maintain | Buy | $600.00 |
| 2026-08-12 | Wells Fargo | maintain | Overweight | $700.00 |
| 2026-08-05 | Tigress Financial | maintain | Buy | $690.00 |
| 2026-07-30 | Bernstein | maintain | Outperform | $647.00 |
| 2026-07-30 | Citigroup | maintain | Buy | $600.00 |
Firm Track Record — Stifel
Stifel accuracy: 54% on 2790 calls | avg return: 4.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Goldman Sachs | 100% | 5/5 | 14.6% | top tier |
| Jefferies | 80% | 4/5 | 19.8% | top tier |
| Citigroup | 70% | 7/10 | 6.2% | top tier |
| BMO Capital | 67% | 4/6 | 9.8% | top tier |
| WestPark Capital | 67% | 2/3 | 16.5% | top tier |
| Scotiabank | 67% | 2/3 | 14.8% | top tier |
| Evercore ISI Group | 67% | 4/6 | 1.7% | top tier |
| Stifel | 63% | 5/8 | 5.7% | top tier |
| Barclays | 60% | 3/5 | 12.4% | above average |
| JP Morgan | 60% | 3/5 | 1.6% | above average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $19.76 | $19.21 — $20.70 | $391.0B | ↑3 ↓0 |
| 0q | $4.72 | $4.43 — $4.83 | $90.7B | ↑1 ↓0 |
| +1y | $23.68 | $22.08 — $26.00 | $467.5B | ↑3 ↓0 |
| +1q | $4.82 | $4.72 — $5.02 | $95.5B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Thomas Kean Jr (republican) — sell $15,001 - $50,000
Congressional
David Taylor (republican) — sell $1,001 - $15,000
Congressional
Kevin Hern (republican) — sell $15,001 - $50,000
Institutional
CITADEL ADVISORS LLC — add (42.9%)
Institutional
First Eagle Investment Management, LLC — add (46.4%)
Institutional
PeakShares LLC — add (58.7%)
Short Interest
Short: 3,724,322 | Exempt: 6,774 | TRF Vol: 6,062,994 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Investment Themes
Artificial IntelligenceCloud & SaaS
Documents Analyzed
Report based on filing metadata.
20 reports for MSFT
83% Hit rate best @ T+20▲ +27.10%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 23, 2026 9d ago | ANALYST-UPGRADE | $500.59 $518.86 | ▲ +3.65% | ▲ +3.51% | $512.80 (+2.44%) |
Sep 14, 2026 18d ago | 144 | $505.41 $501.61 | ▼ −0.75% | ▼ −0.86% | $512.80 (+1.46%) |
Sep 2, 2026 4w ago | 8-K | $496.82 $492.44 | ▼ −0.88% | ▲ +0.08% | $512.80 (+3.22%) |
Sep 1, 2026 4w ago | 144 | $501.02 $491.65 | ▼ −1.87% | ▼ −1.95% | $512.80 (+2.35%) |
Aug 11, 2026 7w ago | Court Ruling | $503.81 $481.63 | ▼ −4.40% | ▼ −4.00% | $512.80 (+1.78%) |
Aug 7, 2026 8w ago | Court Ruling | $499.68 $495.40 | ▼ −0.86% | ▼ −1.25% | $512.80 (+2.63%) |
Aug 6, 2026 8w ago | Insider Cluster | $499.68 $495.40 | ▼ −0.86% | ▼ −1.25% | $512.80 (+2.63%) |
Aug 5, 2026 8w ago | Court Ruling | $487.46 $492.43 | ▲ +1.02% | ▲ +0.67% | $512.80 (+5.20%) |
Aug 5, 2026 8w ago | 144 | $487.46 $492.43 | ▲ +1.02% | ▲ +0.67% | $512.80 (+5.20%) |
Aug 4, 2026 8w ago | 144 | $492.37 $503.48 | ▲ +2.26% | ▲ +2.36% | $512.80 (+4.15%) |
Showing 10 of 20
US Market Status
Market Closed — Opens in 3m
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