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NASDAQ:MSFT
Microsoft Corp (MSFT)
522.61
-7.15 (1.35%)
as of Oct 8, 2026, 8:00:00 pm Market Open.
1799 watching
Financials 
Technical Analysis 0
BUY
Owns quite a bit. Price increases with inflation shouldn't hold the buyers back. One of few global cloud platforms that allow small and mid-sized software companies to develop software, display it into the cloud and provide it to clients globally. This is a base of recurring revenue. The media and our emotions are making too much of rising interest rates and their relation to tech. Tech can improve even with rising rates.
David FingoldOwned
computer softwareprocessing
BUY ON WEAKNESS
Good long term business with strong ability to return capital.
Stock is over valued (P/E ~30). Should be low to mid 20s.
Wait for market pullback to add to position.
Well run company with lots of free cash flow and strong balance sheet.
Jason Del VicarioOwned
computer softwareprocessing
HOLD
Thinks the deal to buy ATVI will go through. Breakup fee of 3B. ATVI is the largest of the gaming companies. A great match and a great buy for MSFT. You'll have to wait for Q4 of 2022 or Q1 of 2023 for the deal to close.
Kim BoltonOwned
computer softwareprocessing
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Premium contentPAST TOP PICK
(A Top Pick Jan 18/22, Down 5.3%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MSFT has triggered its stop at $290. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 1%. We will watch for another re-entry level.
computer softwareprocessing
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.
Jamie Murray Owned
computer softwareprocessing
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.
Christine PooleOwned
computer softwareprocessing
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.
John ZechnerOwned
computer softwareprocessing
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.
Kim BoltonOwned
computer softwareprocessing
Premium contentTOP 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)
computer softwareprocessing
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.
Jason Del VicarioOwned
computer softwareprocessing
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