Microsoft Corp (MSFT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Microsoft Corp (MSFT)

401.10

+5.47 (1.38%)

as of Jul 16, 2026, 8:00:00 pm Market Open.

1790 watching

Investor Insights

Jul 16, 2026, 12:00 am

This 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

Similar

AAPL

BUY

Is the market overbought? Yes, in the megacap tech names, but not the rest of the market which is correcting, namely consumer discretionary names like William Sonoma and Restoration Hardware, which posted weak outlooks and are selling off. Exceptions among the megatechs are Apple and Microsoft. MSFT's Azure clouD computing must be killing it now, which will take them to new highs by the end of this year.

WEAK BUY

Nice correction. His model price is considerably lower at $181.80. He expects a market bounce into early summer. He'd buy here, and sell in mid-summer or late fall.

BUY

Owns quite a bit. Price increases with inflation shouldn't hold the buyers back. One of few global cloud platforms that allow small and mid-sized software companies to develop software, display it into the cloud and provide it to clients globally. This is a base of recurring revenue. The media and our emotions are making too much of rising interest rates and their relation to tech. Tech can improve even with rising rates.

BUY ON WEAKNESS

Good long term business with strong ability to return capital. Stock is over valued (P/E ~30). Should be low to mid 20s. Wait for market pullback to add to position. Well run company with lots of free cash flow and strong balance sheet.

HOLD

Thinks the deal to buy ATVI will go through. Breakup fee of 3B. ATVI is the largest of the gaming companies. A great match and a great buy for MSFT. You'll have to wait for Q4 of 2022 or Q1 of 2023 for the deal to close.

BUY

It's selling around 35x earnings, and its outlook is solid. This and Amazon lead far and away in cloud computing, a business that will only grow.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 18/22, Down 5.3%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MSFT has triggered its stop at $290. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 1%. We will watch for another re-entry level.

PAST TOP PICK

(A Top Pick Feb 08/21, Up 20%) Believes company is executing well with entry into cloud computing. Company is growing at fastest rate in two decades. Excellent financial results from previous quarter. As society continues to digitize, will see more adaption of Microsoft products.

BUY

5-year outlook She is adding at these levels. A strong, profitable company. Their cloud business is growing 45% a year with lots of future growth. Their Office products benefited from work-from-home. Management has transitioned very well to a monthly subscription model, so this recurring income stream is attractive. The LinkedIn deal paid off. They just bought Activision Blizzard, under federal review, but would be accretive, and the deal positions MSFT down the road for the metaverse if that becomes a reality.

DON'T BUY

Believes higher interest rates will negatively affect tech companies. Investors should look to other opportunities. Believes company has run out of growth options.

COMMENT

Comparison question from caller. Owns Microsoft but not Adobe. Prefers Microsoft since it has pulled back and has better exposure to the cloud. Its cash flow allows for for more growth - the company re-oriented to growth 9 or 10 years ago. It put up great numbers in the last quarter. Trades at a premium but has earned it.

HOLD

Reported fantastic quarter last week. Average 12-month target of $383, good runway in front. If you own it, hold on. He added at $295. Recent acquisition increased its addressable market, excellent fit for MSFT. Should always be a core holding in a tech portfolio, though you can trim it here and there.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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, a $2.25 trillion market cap behemoth as a TOP PICK. Recently reported EPS beat analyst expectations and managed a 45% ROE. It trades at 33x earnings, compared to peers over 60x. It pays a smallish (but growing) dividend, backed by a payout ratio under 30% of cash flow. We like that it continues to grow cash reserves while buying back shares and paying down debt. We recommend trailing up the stop (from $265) to $290, looking to achieve $372 -- upside potential over 21%. Yield 0.8% (Analysts’ price target is $371.68)

COMMENT

The big techs are still growing at more than 20% so they are good to own. They break last and turn first. Buy some now and more later when it firms up.

BUY

Believes is extremely well run company with a long runway for growth. Company is one of the largest equity positions in portfolio. Many business models that generate cash flow including gaming, traditional software and cloud computing.

Showing 391 to 405 of 1,339 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Martin Cobb, ASIP

Lorne Steinberg Wealth Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Colin Cieszynski

SIA Wealth Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Microsoft Corp (MSFT)