Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

499.86

+12.40 (2.54%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

1793 watching

Investor Insights

Aug 6, 2026, 12:00 am

This summary was created by AI, based on 129 opinions in the last 12 months.

Microsoft Corp (MSFT) continues to garner mixed reviews from analysts as it navigates challenges within the AI landscape and its software business. While the stock has faced notable volatility, including a recent dip tied to concerns over its increased capital expenditures for AI and underwhelming Azure growth, many experts still highlight its strong balance sheet, solid cash flow, and growth potential in various sectors such as cloud and productivity software. The company's ongoing integration of AI technologies into its offerings, including the Co-Pilot feature, is viewed as a long-term growth driver, despite initial setbacks. There is a strong consensus that MSFT remains a fundamentally sound investment, attributed to its diverse revenue streams and robust market positioning. Analysts suggest that the current stock price may offer a compelling entry point, especially given its historical context and growth trajectory, making it an attractive hold for long-term investors.

Consensus

Buy

Valuation

Fair Value

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BUY

Alphabet was a recent trade, and he just sold it, because this week's Microsoft Bing AI announcement was a game-changer. Because Google owns 97% of internet search and online ads, you don't need to move the needle much on Microsoft to make it a more competitive pricing environment. He was never a big fan of Google anyway and he got it luckily before it hit bottom. He prefers MSFT.

BUY

Excellent company with strong long term prospects.
Massive cash flow generating potential.
Second behind Amazon in cloud business.
Will be a good long term hold.
Strong management team as well.

HOLD

Trimmed his position earlier this month because the CEO warned of sales weakness. They just reported: EPS beat and adjusted operating income also beat. Did excellent expense controls. Cloud computing also beat. Shares initially jumped but plunged after the CEO's conference call when he delivered weak guidance: revenue to shrink in cloud (4-5%) and personal computing (Office software). MSFT just bought an AI business. But usage of Windows remains big (time users spend on PCs), underlying usage remains strong. Xbox services revenues were down, but the number of users hit a record. Today, they bounced off today's lows and mostly recovered--that's encouraging. The lesson: don't jump the gun and sell. MSFT's long-term prospects remain strong, though he isn't rushing to buy more.

PAST TOP PICK

(A Top Pick Jan 18/22, Down 21%) Held up well most of last year, then caved. Higher interest rates headwind to valuation. Subscription model. LinkedIn has worked out well. Cloud business growing. Operating margin over 40%, very strong balance sheet. Could still grow earnings, though more slowly, despite recession. Core holding.

HOLD

All tech has sold off. Success often overshoots and shares are returning to a fundamental level. The business remains solid and their cloud business is still growing. Will more companies enter the cloud business and will an economic slowdown effect business. The dividend is safe. If Q2 and Q3 are weak, definitely look at this. He isn't adding shares now.

WAIT

CDR option to hedge currency risk? Basing around $220, now up to $239, a bit of a rally. Generally, he's pretty underweight tech. Doing great things with subscription model, cloud business. Problem is it's not cheap, 8x price to sales, wouldn't add now. Likes it long term. CDR is a hedge against the currency. More importantly, you get estate planning benefits for wealthier investors by avoiding potential US estate issues down the road. CDRs are considered Canadian content, as they're issued by Canadian banks.

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

TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate MSFT as a TOP PICK. The iconic software and cloud service provider is trading under 25x earnings compared the five year average of 35x - making this a good valuation to enter at. Recently reported earnings support a healthy 42% ROE. While other companies are raising debt, this company is paying down debt, buying back shares and growing cash reserves. Its 365 service will be offering a low cost $1.99 per month service offering that should help subscriptions, much like NFLX did. Its dividend is backed by a payout ratio under 30% and has been growing for 19 consecutive years. We continue to recommend placing a a stop-loss at $215, looking to achieve $293 -- upside potential over 21% Yield 1.15% (Analysts’ price target is $293.28)

HOLD

Great company, but worried enterprise software sales are slowing. Growth in cloud computing business slowing. Unsure on the short term performance of stock. Long term, confident stock will perform.

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BUY

The worst stock today because of a downgrade from buy to neutral due to slowing Azure growth If you have a strong conviction in this name, then he feels better that we're lowering expectations for the stock and its cloud business (MSFT's most important segment). This is good. Still likes MSFT--it's the most diversified megatech stock and the best in this space.

WEAK BUY

She owns it, but is underweight. Its forward 22x PE is higher than peers, like Meta. Inevitably, this will give up more PE, but will settle down. Great company, great balance sheet.

DON'T BUY

Not cheap at 24x PE, but the company is entering a mature phase. In 10 years, we will look at high-growth megatechs as industrials or utilities. Given this maturity, we need to re-rate this group.

HOLD

The worst stock today because of a downgrade from buy to neutral due to slowing Azure growth He's owns only a little of it. Megatech will enjoy some good days this year, but tech will not be a theme. MSFT will do fine overall. But it's pricey at 24x.

BUY

For a long, he felt this was expensive. Now trades at 20x 2024. A premier franchise and hasn't been washed out like other big tech names. MSFT has performed well in a tough market. MSFT is a good long-term wealth builder. This is solid, despite a rough macro picture.

COMMENT

At what price to overweight? $210 was the time. Still has a good long runway from here. His second-largest holding at 8.2%, so he might need to trim. Poster child of diversification in the tech arena. Very well run. Try to pick it up anywhere south of $220. (Analysts’ price target is $306.50)

TOP PICK

World's largest software company, second largest company in the world. 3 segments: personal computing, business productivity, intelligent cloud. Scale advantage, defensive growth. Great exposure to long-term, secular infotech growth themes, notably digital transformation, business intelligence, and analytics collaboration. 70% of revenue is recurring, and investors like that. Great entry point. Yield is 1.09%. (Analysts’ price target is $296.10)

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Microsoft Corp (MSFT)