Baird has initiated coverage on Microsoft Corp (MSFT) with an Outperform rating, effective November 13, 2025. The firm’s assessment is based on research and analysis of Microsoft’s business and industry dynamics.
Microsoft, headquartered in Redmond, Washington, operates in the technology sector and has a market capitalization of $3,799 billion. The company develops and licenses a wide range of software products, services, and devices, including operating systems, productivity applications, and cloud-based solutions. As of the latest data, Microsoft reported a P/E ratio of 36.21 and an EPS of 14.06, with a dividend yield of 71.2%.
Upcoming earnings are scheduled for July 27, 2026, with an estimated EPS of $4.20 and revenue of $88.6 billion. This follows strong recent performance, including a Q1 2026 EPS of $4.13, surpassing estimates by 10.5%. Analyst consensus currently stands at 26 Strong Buy, 40 Buy, and 4 Hold, indicating a general bullish outlook on the stock.
The move underscores Baird's confidence in Microsoft’s growth prospects, reflecting its robust position within the technology landscape and ongoing investment in areas such as artificial intelligence, notably through its partnership with OpenAI.