NASDAQ:MSFT

Microsoft Corp (MSFT)

401.10
+5.47 (1.38%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
1790 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 128 opinions in the last 12 months.

Microsoft Corp (MSFT) is currently viewed as a resilient player in the technology sector, although it faces challenges primarily related to fears surrounding its AI strategy and competition. Despite concerns about its software business being impacted by AI developments, experts recognize MSFT's strengths in its Azure cloud offerings and productivity software. The company reported strong earnings but has been penalized for ramping up capital expenditures on AI, leading to a mixed outlook among analysts. Many see potential for long-term growth, driven by its diverse offerings and a solid financial position, while some express cautiousness over its current valuation and market sentiment. Overall, MSFT is considered a core holding by several analysts, with recommendations to buy on dips, citing its ability to innovate and adapt strategically to ongoing market changes.

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Consensus
Buy
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Valuation
Fair Value
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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.
HOLD
Gaining cloud market share at a rapid pace. Once a company transitions to the cloud, that contract is quite sticky, lasting for a number of years. Quite positive on their cloud business. (Analysts’ price target is $322.00)
BUY ON WEAKNESS

You could continue to add to this on weakness. You rarely get opportunities like we got back with COVID. It was getting thrown out despite the fundamentals. They have largely sidestepped the regulatory overhang that affected Google and Facebook. MSFT can still go out and make big deals while the others cannot. (Analysts’ price target is $326.00)

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