Opinions David Driscoll
Microsoft CorpMSFTBUYNov 21, 2025
David DriscollStock price when the opinion was issued
As of Nov 06, 2026. Market Open.
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Better able to manage cashflows than GOOG and AMZN. Its FCF is positive. Azure revenue growth has picked up. Market approves of its more conservative approach to AI spending.
David DriscollAmong Mag 7 peers, it still has the best combination of cloud, software, AI, recurring enterprise revenue with enough cash flow to fund the huge AI build out.
Brianne GardnerIt's one of the five biggest spenders in capex on data centres. If was the only to say it would trim spending. It had the best report of the three megacaps that reported this week, beating revenues and earnings while Google and Amazon missed both. Azure grew 48% and cash flow was positive. Capex spending for the quarter was much lower than expectations. Their spending will accelerate in the second half of fiscal 2027.
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Premium contentIn the last quarter, the company reported 4.89 USD per share, beating the 4.72 USD estimate by 3.61%. Revenue for the same period reached 92.28 B USD, despite the estimate of 90.62 B USD. For the next quarter, analysts expect 4.85 USD in earnings per share and 95.95 B USD in revenue. Social media mentions are up 495% in the past 24h.
He can't believe the market pushed this down to $400. The story then was that MSFT had too much tied to OpenAI, and that AI would disrupt their software business, Narratives change. MSFT is growing top and bottom line at a huge rate. He's own this since 2012. They will continue to see big earnings growth and deliver enormous free cash flow. Once the data centres are built, the hyperscalers will be the big winners.
Barry SchwartzRemember they reinvented itself for the cloud. It's a machine now. It fell earlier this year due to AI fears, but MSFT will benefit from AI.
Tim Regan
He wouldn't but today, but neither would he sell. So much of investing is buying at the right price, and then letting things work. Valuation's a bit rich. Look to add on a pullback. Well positioned on AI. Well diversified. Great balance sheet, lots of cashflow. Important that some of these companies can do massive capex, but not be FCF-negative.
Chris Blumas
Wonderful operator. Likes it, but sold recently as it came close to his team's estimate of FMV. But that selling is not a reflection on the CEO or on the actual business. Its products are ubiquitous. Generates a lot of free cash. Doing all the right things.
Quant investors are chasing news, so GOOG is going higher and other names are going lower. Mag 7's are only keeping pace with S&P performance, despite their dominating the index.
Azure has been doing very well, revenue growth is better than AWS from AMZN or GOOG. That shouldn't change anytime soon. You have to understand that the volatility of these stocks is almost double the market. Street was satisfied with earnings, but not satisfied on growth compared to expectations. So stock's fallen.
He continues to buy more. It will be involved with AI and with the potential for quantum computing going forward. You need to own at least one of the hyperscalers (MSFT, GOOG, and AMZN), and this is the one he owns.