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NASDAQ:MSFT
Microsoft Corp (MSFT)
Financials 
Technical Analysis 
Jun 21, 2026, 12:00 amThis summary was created by AI, based on 120 opinions in the last 12 months.
Microsoft Corp (MSFT) continues to be viewed with a degree of skepticism and optimism by market experts. While there are concerns about its position in the AI race and its reliance on OpenAI, analysts are largely positive about Microsoft's overall performance in the cloud arena, particularly with Azure's growth expected to exceed 40%. The company's recent earnings showed a strong performance, despite a sell-off initiated by higher capex spending. Numerous analysts believe that Microsoft's recent decline presents an opportunity to buy at attractive valuation levels, as it trades at a PE ratio that is competitive with the broader market. Many experts encourage taking advantage of any dips for long-term investment, highlighting MSFT's strong cash flow and dividend growth, which underpin its resilience despite the broader challenges faced by the software sector.
For AI exposure. Not a buy now, as it's near all-time highs. Wait for pullback. Huge installed base, so it's easy to add AI characteristics into products and then increase subscription prices. High margins, big cashflow to continue to invest in R&D.
Christine PooleThey need no introduction. Not only a key AI play, MSFT also boasts a growing cloud business in Azure (they reiterated 2024 guidance), Office 365, LinkedIn and particularly Copilot, which is an AI add-on to Office. It is amazing, priced at $30/monthly to 78 million licensed Office users who could potentially buy it. So, revenue upside is meaningful.
Last year was an opportunity to buy one of the world's great companies at a low multiple. Strong franchises. AI has pushed shares to near all-time highs. Keeps growing market share. Core holding. Not a screaming buy today. He'd buy on dips for new clients.
Jamie Murray Owns and likes both, but MSFT gets the nod if you forced him to choose, because of its AI potential.
A lot of the trend right now is in AI, and MSFT will be the winner. They already have the platform, just increase the price and that's good for margins. Strong user-installed base that AI can leapfrog off of.
GOOG is more of an advertising company, and ads are coming back. Net margins of 25%, good growth. GOOG will have more work to do on the AI front. Given the recent price drop, there are worse companies to buy.
Zachary Curry 
They crushed it across the board recently. Has recommended it before and does so now. They beat top and bottom.
Kevin SimpsonTheir recent report just crushed it in tone and delivery as they use open AI inside the company. Copilot AI will be huge.
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Premium contentMicrosoft Corporation is an American multinational technology corporation headquartered in Redmond, Washington. Microsofts best-known software products are the Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Social media mentions are up 200% in the past 24h.
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Margins on GOOG and MSFT cloud offerings are double digit. Very profitable, generating a lot of cashflow.