Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:MSFT

Microsoft Corp (MSFT)

369.96
-9.44 (2.49%)
as of Jun 22, 2026, 6:07:26 pm Market Open.
1786 watching
0
Investor Insights
star iconJun 22, 2026, 12:00 am

This summary was created by AI, based on 120 opinions in the last 12 months.

Microsoft Corp (MSFT) finds itself at a crossroads as it navigates through concerns regarding its AI investments and overall market valuation. Experts express a blend of optimism and caution, noting that while the stock is experiencing pressure from fears surrounding its cloud growth and competition with AI rivals, it remains fundamentally strong due to its solid revenue growth and significant free cash flow. Many analysts believe that the current valuation at around 20-25x forward PE represents a fair price, especially given the company’s projected earnings growth over the next few years. The shift towards subscription-based revenue models and the potential of its AI initiatives, particularly the Azure cloud services, are highlighted as key drivers for future growth. Overall, despite the recent selloff, there's a solid belief in Microsoft's long-term potential, making it a potential buy on dips.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
AAPL
BUY ON WEAKNESS
Exceptional business that he owns. Software business is very scalable. Trading at very high multiple. Would recommend waiting to buy on weakness in the market.
BUY
Likes Microsoft and has owned it for a long time. Lots of growth opportunity in cloud business. Growth in office & gaming business. Look for opportunity to buy if/when market falls. Data available in cloud allows Microsoft to help clients.
PARTIAL SELL
The long-term chart shows a phenomenal run. A while ago, it was dead money for 10 years, then moved into cloud computing, which gave it a huge step up. Question: Will the cloud space see more competition? Tech has seen a big profit, so he'd take profits to de-risk. At least sell your cost base.
BUY
Why is it dropping? There is nothing specific to the company that may be causing it to pause. They have been adding to their holdings lately. Being an initial COVID beneficiary, it may just be pausing. She likes how they have pivoted to the cloud platform. The next move will be based on further automation investments. She continues to like it at these levels.
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Their products sold well at the start of the lockdown and continued through the pandemic and reopening then Delta. Software upgrades like a future Windows 15 will be a tailwind. Their cloud business has tremendous growth, while their Microsoft Teams pops up automatically and so is used a lot.
DON'T BUY
They've been around for years, but completely different from IBM. Doing a great job. The valuation is excessive, and it can last for a long time, but you have to stick to your disciplines. Loves the company, but not the stock.
BUY
Even though its PE isn't cheap, look at MSFT. It's a real grower with a phenomenal franchise, and almost impossible to unseat at the present time in its core business.
HOLD
Not cheap, but such a cash machine and it's growing at double digits, which is remarkable for a company that size.
COMMENT
Beat revenue growth with revenue growth up 22%. A marquee name but it is really pricey at 32x PE with a 13% growth rate. There are more compelling names in tech land. You have to own this name and they are always expensive. However, Amazon has a more compelling price right now.
BUY
Yesterday, it delivered the best quarter of any company in 2021. LinkedIn is the default way for professionals to find jobs, especially during Covid. Azure, their cloud business, is only behind Amazon's; it just boasted $20 billion of business in Azure. Also have $130 billion in cash. This stock is worth every penny. Someone asked why he doesn't sell any MSFT. He answers: Why should he?
BUY

Google and MSFT don't deliver products in a box, but deliver software or services over the internet, so both stocks will do well (in light of supply chain shortages). In contrast, Apple must deliver hard products, like phones and watches, but are suffering supply bottlenecks. The latter will likely guide cautiously this earnings season which may hurt these stocks. Financials, energy and materials he loves, though he can't see oil sustaining above $100/barrel, which will raise prices for products in the overall economy and that can't last.

BUY

This will return above $300. His pick of the day.

COMMENT
Likes Apple. Apple is slightly less expensive on valuation than Microsoft. Their franchise is second to none. They came out with the iPhone 13, which was not particularly flashy, but the expected sales is positive. There are aging iPhones and the replacement cycle will be enormous. They have a good formula for success. Multiple has moved up in part to the recognition of the formula's ability to repeat itself.
DON'T BUY
Moving into the cloud has given it a second wind. Question is are you paying for future earnings or for investors cashing in? It will slide down. Great company but the chart is scary. Opportunities are not as great as they were. Look at other investments that haven't run as much.
Showing 406 to 420 of 1,326 entries