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NASDAQ:MSFT

Microsoft Corp (MSFT)

505.06
+8.69 (1.75%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
1796 watching
0
Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 132 opinions in the last 12 months.

Experts have mixed opinions on Microsoft's current position, particularly in relation to its AI initiatives and overall valuation. While some analysts express concerns over the performance of its Co-Pilot AI and the potential risks from competitors like OpenAI and Anthropic, others highlight the company's strong financial position, significant free cash flow, and robust revenue growth, particularly from its cloud segment, Azure. Many agree that the stock has become attractive at current price levels, with valuations ranging from fair to undervalued due to its solid business fundamentals, ongoing investments in AI and cloud infrastructure, and potential for future growth. Amidst the uncertainties in the tech sector, they believe Microsoft remains well-positioned to adapt and thrive, even as it navigates the challenges posed by the evolving AI landscape.

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Consensus
Buy
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Valuation
Fair Value
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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.
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.
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