For a profitable company like Microsoft, the P/E ratio is a useful way to think about what you are paying for each dollar of earnings. A higher or lower P/E often reflects what the market expects for future growth and how much risk investors see in the business. Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 10.5%. Track this in your watchlist or portfolio , or discov...
For a profitable company like Microsoft, the P/E ratio is a useful way to think about what you are paying for each dollar of earnings. A higher or lower P/E often reflects what the market expects for future growth and how much risk investors see in the business. Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 10.5%. Track this in your watchlist or portfolio , or discover 47 more high quality undervalued stocks . When these projected cash flows are discounted and combined with an estimate for cash flows beyond the forecast period, the result is an intrinsic value of about $446.89 per share. Compared with a recent share price around $399.95, this implies the stock is about 10.5% undervalued based on this DCF model alone. For Microsoft, the model uses a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month Free Cash Flow stands at about $93.7b. Analyst estimates and subsequent extrapolations by Simply Wall St project Free Cash Flow reaching about $164.8b in 2030, with intermediate yearly figures between 2026 and 2035 ranging from roughly $70.8b to $264.5b before discounting. A Discounted Cash Flow model estimates what a company could be worth by projecting its future cash flows and then discounting those back to today, using a required return. It focuses on cash that could in theory be returned to shareholders, not just accounting profit. On Simply Wall St's 6 point valuation check, Microsoft scores 5 out of 6 . The next sections will walk through what different valuation approaches say about the stock and will also point to a more complete way to think about value at the end of the article. Recent headlines around Microsoft have continued to focus on its role at the center of large technology themes and how that shapes expectations for its major business lines. This context helps explain why the share price can move even on days without new company specific announcements. The stock is down 2.3% o...
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group said. Leading players such as SK Hynix Inc. are expanding capacity but they’re unlikely to fully sate demand till around 2030, said Chey Tae-won , whose company controls the chipmaker. Industry-wide, supply of t...
A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group said. Leading players such as SK Hynix Inc. are expanding capacity but they’re unlikely to fully sate demand till around 2030, said Chey Tae-won , whose company controls the chipmaker. Industry-wide, supply of the basic wafers that get made into chips are lagging demand by more than 20%, Chey told reporters on the sidelines of Nvidia Corp. ’s GTC event in San Jose. SK Hynix, Samsung Electronics Co. and Micron Technology Inc. together dominate the supply of memory chips globally. The three have shifted production in recent years toward a specialized form of memory intended for use in Nvidia’s in-demand AI accelerators, leading to a shortfall in output of more conventional storage. That deficit is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to cars and data centers — and many expect the crunch to worsen before it improves. SK Hynix is preparing to outline measures to help stabilize prices, Chey added, without elaborating. Read More: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis SK Hynix is still considering a listing of American depositary receipts, Chey said in remarks to reporters in California provided by a company spokesperson. Such a move seen as a way to narrow the valuation gap with global peers such as Micron. SK Hynix’s shares rose as much as 3.7% in Seoul on Tuesday. Samsung stock also climbed after Nvidia Chief Executive Officer Jensen Huang said at the same event the Korean chipmaker will make a Groq-based AI inference processor, using its 4-nanometer technology. Read More: Iran War Chokepoints Begin to Cast Doubt on Global Chip Supply
Bloomberg, company specifications A global shortage of memory chips is likely to persist another four to five years because of endemic constraints in semiconductor production, the head of South Korean conglomerate SK Group said. Leading players such as SK Hynix Inc. are expanding capacity but they’re unlikely to fully sate demand till around 2030, said Chey Tae-won, whose company controls the chip...
ExxonMobil (XOM +0.71%) and Chevron (CVX +0.00%) are two of the largest dividend-paying companies in the energy sector, and both have demonstrated resilience across oil price cycles. WTI crude has surged from $66.96 on February 27 to effectively $100 a barrel today (currently sitting at $99, and shifting daily). This sharp rally directly benefits both companies' free cash flow. But the real story ...
ExxonMobil (XOM +0.71%) and Chevron (CVX +0.00%) are two of the largest dividend-paying companies in the energy sector, and both have demonstrated resilience across oil price cycles. WTI crude has surged from $66.96 on February 27 to effectively $100 a barrel today (currently sitting at $99, and shifting daily). This sharp rally directly benefits both companies' free cash flow. But the real story is not the oil price. It is that both companies already proved their dividends are safe at much lower prices. ExxonMobil: 43 years and counting Exxon's dividend streak stands at 43 consecutive years of annual increases. The current quarterly payout is $1.03 per share, and the stock yields 2.64% at the current price of $156. The dividend is well-covered. Full-year 2025 operating cash flow came in at $52 billion against a dividend payout of $17.2 billion -- coverage of roughly 3x from operations alone. Even in 2020, when oil collapsed and Exxon posted a net loss of $22 billion, the company maintained its dividend. That is the stress test that matters. Expand NYSE : XOM ExxonMobil Today's Change ( 0.71 %) $ 1.11 Current Price $ 157.23 Key Data Points Market Cap $651B Day's Range $ 154.76 - $ 157.78 52wk Range $ 97.80 - $ 159.60 Volume 23M Avg Vol 20M Gross Margin 21.56 % Dividend Yield 2.59 % Production is the structural catalyst. Exxon hit a record 4.7 million oil-equivalent barrels per day in 2025, the highest in over 40 years, with the Permian Basin alone delivering 1.8 million boed in Q4. The company has also locked in $15.1 billion in cumulative structural cost savings since 2019, targeting $20 billion by 2030. That cost base makes the dividend durable at lower oil prices, not just at current levels. Exxon's Q4 2025 EPS of $1.71 beat the $1.66 estimate, and the company repurchased $20 billion in shares in 2025 with another $20 billion planned through 2026. Chevron: Record production, 39-year streak Chevron's dividend yield of 3.6% is higher than ExxonMobil's 2.6% yield. T...
Key Points ExxonMobil’s decades-long dividend growth record, cash-flow coverage, and its production/cost moves help keep its payout dependable. Chevron’s higher yield is backed by record free cash flow and production growth, plus its long dividend streak shows durability across downturns. 10 stocks we like better than Chevron › ExxonMobil (NYSE: XOM) and Chevron (NYSE: CVX) are two of the largest ...
Key Points ExxonMobil’s decades-long dividend growth record, cash-flow coverage, and its production/cost moves help keep its payout dependable. Chevron’s higher yield is backed by record free cash flow and production growth, plus its long dividend streak shows durability across downturns. 10 stocks we like better than Chevron › ExxonMobil (NYSE: XOM) and Chevron (NYSE: CVX) are two of the largest dividend-paying companies in the energy sector, and both have demonstrated resilience across oil price cycles. WTI crude has surged from $66.96 on February 27 to effectively $100 a barrel today (currently sitting at $99, and shifting daily). This sharp rally directly benefits both companies' free cash flow. But the real story is not the oil price. It is that both companies already proved their dividends are safe at much lower prices. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » ExxonMobil: 43 years and counting Exxon's dividend streak stands at 43 consecutive years of annual increases. The current quarterly payout is $1.03 per share, and the stock yields 2.64% at the current price of $156. The dividend is well-covered. Full-year 2025 operating cash flow came in at $52 billion against a dividend payout of $17.2 billion -- coverage of roughly 3x from operations alone. Even in 2020, when oil collapsed and Exxon posted a net loss of $22 billion, the company maintained its dividend. That is the stress test that matters. Production is the structural catalyst. Exxon hit a record 4.7 million oil-equivalent barrels per day in 2025, the highest in over 40 years, with the Permian Basin alone delivering 1.8 million boed in Q4. The company has also locked in $15.1 billion in cumulative structural cost savings since 2019, targeting $20 billion by 2030. That cost base makes the dividend durable at lower oil prices, n...
(RTTNews) - Roche announced a major expansion of its global AI infrastructure, unveiling the pharmaceutical industry's largest hybrid-cloud AI factory. With the addition of 2,176 NVIDIA Blackwell GPUs across sites in the United States and Europe, Roche's total GPU footprint now exceeds 3,500 units. This marks the largest announced GPU deployment by any pharmaceutical company, reinforcing Roche's a...
(RTTNews) - Roche announced a major expansion of its global AI infrastructure, unveiling the pharmaceutical industry's largest hybrid-cloud AI factory. With the addition of 2,176 NVIDIA Blackwell GPUs across sites in the United States and Europe, Roche's total GPU footprint now exceeds 3,500 units. This marks the largest announced GPU deployment by any pharmaceutical company, reinforcing Roche's ambition to become an AI-accelerated healthcare organization. The new infrastructure is designed to support drug discovery, diagnostics, and therapeutics development by embedding advanced AI capabilities across the entire value chain. NVIDIA's AI factories enable faster insights from data, more efficient clinical trials, and accelerated innovation, ultimately driving improved healthcare outcomes. This expansion builds on Roche's strategic collaboration with NVIDIA that began in 2023. By leveraging NVIDIA's full stack of accelerated computing and AI, Roche aims to transform drug development through high-quality data and groundbreaking AI applications, positioning itself at the forefront of healthcare innovation. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
While Giles said extra money "is not the silver bullet that will clear the backlog of repairs any time soon". he added "the dial could be moved quicker" if the additional funding came quicker rather than "ramping up in the years to 2030".
While Giles said extra money "is not the silver bullet that will clear the backlog of repairs any time soon". he added "the dial could be moved quicker" if the additional funding came quicker rather than "ramping up in the years to 2030".