Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
NASDAQ:MSFT
Microsoft Corp (MSFT)
505.06
+8.69 (1.75%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
1796 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 27, 2026, 12:00 amThis summary was created by AI, based on 132 opinions in the last 12 months.
Experts have mixed opinions on Microsoft's current position, particularly in relation to its AI initiatives and overall valuation. While some analysts express concerns over the performance of its Co-Pilot AI and the potential risks from competitors like OpenAI and Anthropic, others highlight the company's strong financial position, significant free cash flow, and robust revenue growth, particularly from its cloud segment, Azure. Many agree that the stock has become attractive at current price levels, with valuations ranging from fair to undervalued due to its solid business fundamentals, ongoing investments in AI and cloud infrastructure, and potential for future growth. Amidst the uncertainties in the tech sector, they believe Microsoft remains well-positioned to adapt and thrive, even as it navigates the challenges posed by the evolving AI landscape.
Consensus
Buy
Valuation
Fair Value
Similar
AAPL
BUY
MSFT vs. AMZN vs. META vs. GOOG Only 25 PE. Real earnings, real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
computer softwareprocessing
TOP PICK
Market conditions are presenting buying opportunity for this high quality company.
Company very healthy, with great business model, balance sheet and future prospects.
Expecting ~15% earnings every year over the next five years.
Weak market will preset going buying M&A opportunities for the company.
Jamie Murray Owned
computer softwareprocessing
BUY
Stock's getting hammered, but fundamentals are improving. Guiding for double-digit revenue growth. Perhaps bottom line growth won't be as fast. Strong USD is hurting some of its profits. Big tech will cut costs and show strong margins. He'd buy today.
Barry SchwartzOwned
computer softwareprocessing
WEAK BUY
One of the very few tech names he still owns. Likes that it's large, established, and its cloud business, which is favourable long term. 23x earnings, 10-11% growth rate. Down from highs, so you can park some money here.
Stan WongOwned
computer softwareprocessing
DON'T BUY
They had plenty of growth from at-home work. PCs and gaming are lacklustre, but so is their cloud division. Their forecast was ugly. We're no longer in the early innings of cloud division, but the 5th of 6th with many competitors. It's too late to hop onto the cloud bandwagon.
computer softwareprocessing
BUY
It has replaced Apple as the haven for safety, the dependable company. Apple lost people's confidence last quarter when it talked about weaker iPhone sales and problems with China. MSFT isn't the cheapest stock (Alphabet and Meta are cheaper), but MSFT is reliable because of cloud. Gaming may be weak this quarter but MSFT telegraphed that. Their PE has come down a lot.
computer softwareprocessing
BUY
Their cloud business has grown nicely through the pandemic and after. Next week when the megacaps report, the theme will be the effect of foreign exchange (the strong US dollar). Over 50% of MSFT's exposure is overseas. But there's a lot of strength in cloud, so MSFT will continue to do well.
computer softwareprocessing
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentPAST TOP PICK
(A Top Pick May 31/22, Down 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MSFT has triggered its stop $240. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 14%.
computer softwareprocessing
COMMENT
The question included big name tech stocks in general. They have had tailwinds of falling interest rates for 40 years and investors have been overloaded in them. Tech stocks have under-performed since the beginning of the year. Multiples are coming down. Be careful with stocks trading sideways so be careful with companies such as Shopify. Even though it is a great company it is trading at 137X next year's earnings.
computer softwareprocessing
PAST TOP PICK
(A Top Pick Oct 01/20, Up 14%) Good company that will continue to hold.
Fundamental business is great with lots of recurring revenue.
Balance sheet very solid. Excellent management team.
Will continue buying as shares have recently sold off.
Top quality franchise that has sticky business model.
Recent dividend increase is also good for share holders.
Zachary Curry Owned
computer softwareprocessing
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
