NASDAQ:MSFT
Microsoft Corp (MSFT)
493.78
-3.97 (0.80%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1796 watching
Financials 
Technical Analysis 0
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Premium contentTOP PICK
BUY
It reported last night and initially shares sold hard right after the company released earnings. But the company knows what its doing. Sure enough, today shares roared back and rallied today. Whoever sold them in the pullback justifiably feels like an idiot. MSFT's CFO said last night that the forecast is actually better than what analysts first thought. The headlines almost never tell you the whole story. Instead, wait for the CEO and CFO to do the conference call.
computer softwareprocessing
HOLD
Great business. Multiple has contracted to 24x, small yield of 1%. Key is the cloud, which continues to grow. Great balance sheet. ATVI deal would be additive. Room to grow. When it reports, look at cloud direction and ATVI deal.
Paul Harris, CFAOwned
computer softwareprocessing
BUY
They report tomorrow after the bell. He suspects that Azure, their key cloud business, is doing very well. Shrewdly, the CEO warned of a hit from the strong USD. He wouldn't be surprised if they announce negative things about PC sales or Europe, but these shares are down 90 points from its high.
computer softwareprocessing
Premium contentTOP PICK
TOP PICK
Valuation 24-25x next year's earnings. One of the top businesses in the world. Ad provider for NFLX. You can't run your life without its products. It's only going to grow from here. Brilliant CEO. Yield is 0.95%. (Analysts’ price target is $347.87)
Barry SchwartzOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick Apr 16/20, Up 49%) Excellent business that is very well managed.
Product offering is very strong with ability to bundle services.
Very strong balance sheet and modest dividend that has ability to grow.
Cloud business growing.
Great company that has a bright future.
Recent market selloff presenting good buying opportunity.
Zachary Curry Owned
computer softwareprocessing
BUY
The valuation has always been a little high for him, but now the stock has come down while earnings have grown respectably. MSFT did just warn of forex with the USD very high (this will hurt foreign revenues for all US companies). Now, their PE is more acceptable. He's always loved their management, better than Meta or even Google.
computer softwareprocessing
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
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The company's revenue rose 12% in Q4 (16% if not for the currency swing). There was growth in their all-important cloud business by 25%. Compare this to 5% growth in PC's, post-pandemic. Cash flows remain strong while the profit margin is holding at a near-record 20% of sales. Also, Activision Blizzard, which MSFT will absorb, just reported a mixed earnings beat and those shares have inched up. That said, it's clear that videogaming and remote work are retreating to pre-Covid levels.