Microsoft Corp (MSFT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

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

Similar

AAPL, AAPL

BUY

At $264, it trades at 23x 2023's earnings, which we haven't seen in 3-4 years. Their trajectory is fine and their valuation now is the most compelling in a long, long time.

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.

DON'T BUY

Owns Amazon and Apple in tech instead. MSFT has been a great company for many years and the current CEO is wonderful who has transformed the company. His big issue is their high PE. Highly successful, though.

BUY

Their cloud business is growing at 46%. Videogames is their weak division down around 9%, but every other division is firing on all cylinders. Shares jumped 5% today.

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.

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 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)

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)

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)

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.

Showing 391 to 405 of 1,347 entries

Most Recent Experts

Rebecca Teltscher

Newhaven Asset Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Jerome Hass

Lightwater Partners

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

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)