Microsoft Corp (MSFT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Microsoft Corp (MSFT)

369.96

-9.44 (2.49%)

as of Jun 22, 2026, 6:07:26 pm Market Open.

1786 watching

Investor Insights

Jun 22, 2026, 12:00 am

This summary was created by AI, based on 120 opinions in the last 12 months.

Microsoft Corp (MSFT) finds itself at a crossroads as it navigates through concerns regarding its AI investments and overall market valuation. Experts express a blend of optimism and caution, noting that while the stock is experiencing pressure from fears surrounding its cloud growth and competition with AI rivals, it remains fundamentally strong due to its solid revenue growth and significant free cash flow. Many analysts believe that the current valuation at around 20-25x forward PE represents a fair price, especially given the company’s projected earnings growth over the next few years. The shift towards subscription-based revenue models and the potential of its AI initiatives, particularly the Azure cloud services, are highlighted as key drivers for future growth. Overall, despite the recent selloff, there's a solid belief in Microsoft's long-term potential, making it a potential buy on dips.

Consensus

Buy

Valuation

Fair Value

Similar

AAPL

PARTIAL SELL

Look at it by asset allocation, which takes fear and greed out of your decisions. If you see how much MSFT and tech have moved in the last couple of years, and compare it to the relative value of the precious metals, bring it back to the beginning. Sell and rebalance.

STRONG BUY

The market can get stupid during the heart of earnings season. MSFT just reported a super beat, and are firing on all cylinders with the cloud, Windows, Xbox. MSFT reported 93% revenue growth, 200% earnings growth and greatly hiked up their full-year forecast, and are taking market share from Intel. Instead, it went down $7 today when it should have gone up $7 or even $15. It pulled back partly because of arbitrage pressure of AMD acquiring Xilinx in a stock-stock transaction, so hedge funds are shorting the former and buying the latter. But come on--MSFT is a buy.

PAST TOP PICK

(A Top Pick Apr 17/20, Up 47%) The market had recovered somewhat off the bottom at the time. He was looking for large, liquid names that would be here in 5 years. The market was up 45% since that time. It is still a phenomenally run company. They report tomorrow and the numbers should be stellar. He will hold it for the foreseeable future as a larger position.

BUY

It reports Tuesday. The stock has run up so much it needs to report a monster quarter with huge cloud numbers--and he thinks they'll pull it off.

BUY

Displaced Oracle in the cloud as the database of choice. It's about selling cloud services, like a utility. Margins are much higher on cloud than selling software. Over time, margins and free cashflow will go up. Not concerned about the valuation, because of growing business and margins.

BUY

Today it announced it was buying Nuance, a healthcare AI tech company. MSFT is swimming in cash, and can absorb the price tag. MSFT's CEO told him today that this deal could double MSFT's total addressable market. It's MSFT's biggest deal since LinkedIn.

PAST TOP PICK

(A Top Pick Mar 12/20, Up 80%) He's owned this for a long time. Azure and 365 are doing incredibly well, which helps LinkedIn. He expects good margin growth, and cloud computing will continue to grow aggressively. Remote working depend on the cloud, for example. Data that MSFT collects from clients can apply to virtual reality for AI, so those are possibilities for growth. So, a lot of levers will drive MSFT for several years. Would buy this again.

BUY

It will make its numbers no matter what and will blow them away if corporate sales pick up. FAANG and MSFT have been held back by inflation fears, but if wage inflation doesn't pose a problem, then these stocks can get a new lease on life.

HOLD

Recent pullback just part of the general tech pullback. Not as cheap as it once was, but relative to some of its peers, it's reasonably valued. Dominant franchise. Phenomenal long-term company. If you've had significant profits, you may want to take some off the table, but a great long-term hold.

PAST TOP PICK

(A Top Pick Mar 13/20, Up 51%) They've benefitted from work-from-home. She's been buying this around $230. Their cloud business is doing very well, growing strong. They transformed their Office software to a subscription model. She expects double-digit growth in the topline as their cloud business continue to gain market share. Definitely buy on pullbacks.

COMMENT

They both have good growth rates and are looking good at these levels. Still pretty expensive. Both trades at 28x forward. Both are quite similar. Price to growth, Apple is the better buy and would add. Microsoft is a good company but it has always been pricier and so he would be more comfortable with Apple.

BUY

Tech has been the golden goose for a long time. Many of the stocks are over-owned. But people have been using them as a piggy bank the last couple of months. There's limited downside risk to large cap tech right now. But they do have challengers for new money. He'd buy MSFT, as it's held in the best.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 MSFT is known as the world's largest software developer. Over the years the company has expanded its business to include cloud, intelligence, and gaming, while also benefitting from pandemic based at home learning and working. Recent earnings showed a 17% increase with EPS up 34%. It pays a decent dividend that has grown over the past 11 years, backed by a 40% payout ratio. It trades at 38x earnings, compared to peers at 64x. We would buy this with a stop-loss at $200, looking to achieve $275 -- upside potential of over 17%. A good long term hold. Yield 0.99% (Analysts’ price target is $273.43)

PAST TOP PICK

(A Top Pick May 05/20, Up 30%) It is firing on all cylinders. They continue to execute and do very well and he looks forward to owning them for a long time.

BUY

Great success story. Continues to like it and would buy it here. You could trim if it's overweight in your portfolio, but never sell the whole thing. Cloud computing will continue to grow substantially. Long runway. A lot of their products can benefit from intersecting with AI, VR, internet of things.

Showing 436 to 450 of 1,327 entries

Most Recent Experts

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Ryan Bushell

Newhaven Asset Management

Rick Rule

Rule Investment Media

Chris Blumas

at Raymond James Investment Counsel Ltd.

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Microsoft Corp (MSFT)