Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Microsoft Corporation (NASDAQ:MSFT)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on September 10th, the Representative disclosed that they had bought between $15,001 and $50,000 in Microsoft stock on August 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 8/28/2026.
• Purchased $15,001 – $50,000 in shares of Quanta Services (NYSE:PWR) on 8/27/2026.
• Purchased $15,001 – $50,000 in shares of Eaton (NYSE:ETN) on 8/27/2026.
• Sold $15,001 – $50,000 in shares of NIKE (NYSE:NKE) on 8/27/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Wheaton Precious Metals (NYSE:WPM) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 8/26/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 8/26/2026.
• Sold $15,001 – $50,000 in shares of Lamar Advertising (NASDAQ:LAMR) on 8/25/2026.
• Sold $1,001 – $15,000 in shares of Phreesia (NYSE:PHR) on 8/25/2026.

Microsoft Price Performance

Shares of MSFT stock opened at $495.63 on Friday. The stock’s 50-day moving average is $455.85 and its 200 day moving average is $419.16. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market cap of $3.68 trillion, a P/E ratio of 27.60, a PEG ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue was up 17.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.65 earnings per share. Research analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Microsoft

Large investors have recently made changes to their positions in the stock. Montgomery Financial Services LLC purchased a new stake in shares of Microsoft in the 2nd quarter valued at $26,000. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft during the fourth quarter valued at $34,000. Frankly Finances LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at about $35,000. Finally, Timmons Wealth Management LLC purchased a new position in Microsoft during the fourth quarter valued at approximately $36,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 101,335 shares of company stock valued at $50,655,795. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent analyst reports. Scotiabank reiterated an “outperform” rating and set a $510.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. UBS Group set a $525.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Sanford C. Bernstein set a $660.00 price target on shares of Microsoft in a report on Monday, August 10th. Tigress Financial upped their price target on Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $550.00 price objective on shares of Microsoft in a report on Tuesday, July 28th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $564.27.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.