Microsoft Corp (MSFT) Buy, Sell or Hold

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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

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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.

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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.

BUY

They report Tuesday after the close. With Shopify down today. People are saying that online shopping and business is done. That's not true. We need to hear about continued growth in Azure cloud.

TOP PICK

The stock has pulled back so you can enter now. Their cloud business is growing strongly at 48% YOY, with more growth ahead. The LinkedIn acquisition has given good growth and worked out. They've transition more into subscription (recurring) revenues. Buying ATVI will expand their gaming console business. Over three billion worldwide play games. ATVI has many marquee games, though ATVI pulled back on misconduct issues and products delays, but she presumes MSFT has done its due dilgience. (Analysts’ price target is $372.05)

BUY ON WEAKNESS

Last quarter, revenue beat. He's modelling 17% EPS growth, which is pretty good. Trading at 29x 2023 earnings. Price to growth is compelling. Pick away at lower levels.

BUY ON WEAKNESS

It ran up 51% in 2021, but the current downturn offers a great buying opportunity. It's down 10% from all-time highs, which seldom happens. A tangible tech story with real earnings. Boasts 17.5% revenue growth in 2021 that won't stop this year. The last quarter was a beauty. MSFT has tremendous pricing power, because you need Office to do your job. Also, Azure cloud is growing like crazy and LinkedIn is unappreciated. This has beaten earnings for the last 20 quarters, maybe longer. For the last 4 quarters, they surprised 14% on average.

HOLD

Very expensive, don't buy here. If the S&P is going up another 20%, MSFT will go up with it. The market won't move higher without MSFT. If that's the way you invest, go for it.

BUY

Likes it very much. CEO has done a remarkable job. Exposure to all the right accelerating trends like media, healthcare, video games, cloud, enterprise software. Not cheap, but one of the best businesses the world has every seen. Beautiful balance sheet. Incremental returns on capital. Avoiding regulatory concerns. Low-mid-high double digit returns over the long run. Grows free cashflow and EPS, buybacks. Everything's working. (Analysts’ price target is $371.00)

COMMENT

A fabulous company, but their forward PE is much higher than Apple or Google.

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Microsoft Corp (MSFT)