NASDAQ:MSFT

Microsoft Corp (MSFT)

499.86
+12.40 (2.54%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
1793 watching
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Investor Insights
star iconAug 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.

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Consensus
Buy
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Dec 23/20, Up 56%) Trading at 36x forward earnings. 12-month price target of $383. Everything is working. Wait to buy in 2022 around $325. Big support level is $310.
BUY ON WEAKNESS
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
BUY ON WEAKNESS
We'll likely see volatility in early 2022 after 2021's incredible run. 2022 may start off very rocky. In past sell-offs, big names like MSFT pulled back much lower than today's price (as well as Apple, Facebook, etc.), but that was the time to buy. Look for opportunities in these types of stocks in the first 3-5 months of 2022. Have your shopping list ready.
PAST TOP PICK
(A Top Pick Jun 21/21, Up 28%) It comes to the CEO who's always looking ahead. His acquisitions have fit into the company very well. MSFT continues to steal cloud market share. MSFT is a well-oiled machine. The PE is a little stretched historically, but he still sees upside. MSFT can fulfill everything. A strong buy.
BUY
It's one of those few tech stocks with earnings and cash. It's a conservative way to play whatever comes next.
BUY
Shares were nearly cut in half during the first wave of Covid, but recovered before the S&P did in 2020. Since then, this and FAANG continue to chug higher. They're holding up well during this early phase of Omicron, because they'll benefit from new product cycles. No, shares will not crash as in early 2020. MSFT is sturdy.
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.
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