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NASDAQ:MSFT

Microsoft Corp (MSFT)

379.05
-0.35 (0.09%)
as of Jun 18, 2026, 11:59:42 pm Market Open.
1786 watching
0
Investor Insights
star iconJun 21, 2026, 12:00 am

This 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.

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Consensus
Buy
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Valuation
Fair Value
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Similar
G00G
HOLD
World leader in AI?

Hard to figure out who the runaway winner will be. Ton of innovation going on. AI is likely to be as disruptive as the internet. Need to own these names. Good growth at 16%, but trades at 29x. Better names now are META, GOOG, AMZN, or NVDA.

BUY

Loves MSFT for its AI business and prospects.

BUY
MSFT vs. GOOG in terms of AI

Though MSFT is up 32% this year vs. GOOG's 49%, he prefers MSFT, because Google fumbled their AI roll-out while MSFT will benefit more from AI, as offered in their suite of services and how it benefits their consumers. Both companies are strong with strong user bases and will benefit from AI.

PAST TOP PICK
(A Top Pick Dec 15/22, Up 25%)

Dominant franchise in office productivity tools. Asian cloud solutions has been the fast-growing segment. Undemanding multiple, grows year in and year out. Exciting AI developments. Resilient to economic slowdown.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 12/23, Up 32%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MSFT has triggered its stop at $315.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 29%, when combined with our previous recommendations.  

HOLD

Together with GOOG, very much a leader in the AI space. A Top 5 holding. 

BUY

It boasts a durable enterprise software business and their Office Suite. Also enjoys growth in their cloud business, Azure, and offers great exposure to AI. They also have gaming and LinkedIn.

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TOP PICK

Microsoft 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 400% in the past 24h.

PAST TOP PICK
(A Top Pick Jul 18/22, Up 27%)

Excellent business with high margin, "low capital" style fundamentals.
Expecting further earnings growth.
Quality name that has great management team.
Higher interest rates not impacting business.
Able to raise prices in step with inflation.
Very good time to buy.
 

BUY

He's added shares twice in recent weakness. Nobody cared that they delivered a fine set of figures. Make no sense!

DON'T BUY

Great company. Fabulous CEO. Always trades at a premium, and that's kept him away. He only has space for 20 stocks, and he sees better opportunities in AMZN, AAPL, and GOOG.

HOLD
Trim?

MSFT is a must-own with the AI themes, but right now its PEG is 1.4x. AAPL is another must-own, but pricier at 2.7x. Both are all over the AI themes. He wouldn't trim either.

BUY ON WEAKNESS

Concerns over ramping up generative AI in their operations was a big reason why the stock got hammered today, but he likes the stock at this level. Too much cost ahead of potential gains. Their CFO is known for underpromising and over-delivering. She sets a low bar like she did in last night's conference call. The CFO didn't include in her forecast the huge revenue stream that will come from gen AI. MSFT did post an EPS beat. Shares sold off today but that selling will end. That's when you buy.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

With the stock up 40% YTD there was bound to be some profit-taking on a not-100%-perfect quarter. But we continue to view it as a premier growth company for the long term. 
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BUY

Owns it, likes it, talking about taking weight higher. Catching the AI trade as a leader along with AMZN. AI is forecast as a $50B industry in a couple of years. Every little business has MSFT on its desktops. Thinks it will go higher.

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