NASDAQ:MSFT
Microsoft Corp (MSFT)
401.10
+5.47 (1.38%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
1790 watching
Financials 
Technical Analysis 0
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Jul 16, 2026, 12:00 amThis summary was created by AI, based on 128 opinions in the last 12 months.
Microsoft Corp (MSFT) is currently viewed as a resilient player in the technology sector, although it faces challenges primarily related to fears surrounding its AI strategy and competition. Despite concerns about its software business being impacted by AI developments, experts recognize MSFT's strengths in its Azure cloud offerings and productivity software. The company reported strong earnings but has been penalized for ramping up capital expenditures on AI, leading to a mixed outlook among analysts. Many see potential for long-term growth, driven by its diverse offerings and a solid financial position, while some express cautiousness over its current valuation and market sentiment. Overall, MSFT is considered a core holding by several analysts, with recommendations to buy on dips, citing its ability to innovate and adapt strategically to ongoing market changes.
Consensus
Buy
Valuation
Fair Value
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Premium contentTOP PICK
BUY
BUY
Rising rates and worry have caused stocks to go down. 25x earnings is pretty attractive for one of the world's greatest businesses. Warned today on foreign exchange, not on the business. Time to buy a stock that will continue to grow at double-digits, buy back stock, and sell products the world can't live without.
computer softwareprocessing
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly With fundamentals still looking strong, we again reiterate MSFT as a TOP PICK. Recently reported earnings beat expectations and highlight an underlying ROE of 44%. The company is aggressively buying back stock and retiring debt early. It has increased dividends for 20 consecutive years. Its Cloud segment earnings were up 26% over the year. We continue to recommend a stop loss at $240, looking to achieve $370 -- upside potential over 30%. Yield 0.9% (Analysts’ price target is $360.34)
computer softwareprocessing
BUY ON WEAKNESS
Really likes the good secular growth of the cloud business. Stock will probably fall from here. Gross margins, free cash, and balance sheet continue to be strong. Hardware segment has slowed due to supply chains. ATVI is a great purchase. Pick your spots to buy. Higher a year from now.
Paul Harris, CFAOwned
computer softwareprocessing
BUY
Allan Tong’s Discover Picks MSFT stock trades at 30.4x earnings, consistent with its 29.8x a year ago. In a time of volatility, MSFT stock remains steady in this regard. Microsoft remains a darling of Wall Street with 21 buys, one hold and a $363.781 price target, which is roughly 33% higher than current levels. Unfortunately, the name is gotten swept up in the massive tech stock sell-off, which drowned markets on April 29. Consider those pullbacks buying opportunities. Read Are mega tech stocks still alive? for our full analysis.
Stockchase DiscoverOwned
computer softwareprocessing
COMMENT
With the VIX at 28, find something to buy, then take profits at 19. The Fed is engaging in "demand destruction" to cool off demand and core inflation, which he hopes when we see data next week. Stocks have gotten ahead of this. Most stocks really peaked in February 2021. If Apple and Microsoft can't hold up when they report next week, forget it, we'll be in a bear market. Even if they do, these stocks may still not rally. Beware. Look at Blackstone's report and downward share response, for example. Keep an eye on Apple and MSFT.
computer softwareprocessing
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly After sitting on the sidelines a while, it is once again time to recommend MSFT as a TOP PICK. As the world's largest software company, it has developed an amazing recurring revenue model that incorporates enterprise cloud services that grew by 50% in 2021. It trades at a discount to peers at 30x earnings and is supporting an impressive ROE of 45%. It is a cash flow king, adding to cash reserves while aggressively buying back shares and retiring debt. It's dividend is supported by a payout ratio under 30% of cash flow. We recommend a stop-loss at $240, looking to achieve $370 -- upside potential of 30%. Yield 0.89% (Analysts’ price target is $269.58)
computer softwareprocessing
TOP PICK
Has owned this for a long time. It has many horses in the race--cloud services which acts like an annuity, which they cross-sell into his its software, and their intelligent cloud segment including Github. They're absorbing their Activision Blizzard purchase which will make them #3 in videogames in the world by revenue--another horse. You can buy it here. He targets $365. Definitely buy now or lower to $250. (Analysts’ price target is $371.18)
Kim BoltonOwned
computer softwareprocessing
TOP PICK
Pulled back about 15%. Attractive long term. Cloud is doing very well, with anticipated accelerating growth. Growth will moderate, but continued recurring revenue stream model. LinkedIn is the go-to for jobs. Activision will broaden participation in gaming. Strong cash position to fund growth in R&D. Yield is 0.87%. (Analysts’ price target is $372.51)
Christine PooleOwned
computer softwareprocessing
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