Microsoft Corp (MSFT) Buy, Sell or Hold

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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

TOP PICK

Their cloud business re-accelerated growth up to 40% last quarter. Companies are moving to them. He sees it moving to $300 before the end of the year. (Analysts’ price target is $277.80)

BUY

It trades in the mid-30s, an historically high PE for them, but MSFT is very well-managed. The CEO has really turned the ship around from software to the cloud. Fine operations. They just invested in GM's Cruise division of self-driving cars, so this is exciting (he owns GM). He has nothing but admiration for MSFT.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

2020 saw a wave of hungry, young companies competing in the cloud computing space, but Microsoft continued to prevail and shows no sign of giving up its crown. It remains firmly behind Amazon in the cloud business, and its Windows and software businesses (the Office suite) continue to generate consistent revenues.

BUY

MSFT vs. APPL Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.

TOP PICK

Has fallen out of favour, as everyone wants the fastest growing cloud stocks. Pretty cheap valuation at only 27x. Leader in the cloud, lots of hardware and software. Buy 1/3 here around $223, add at 210, and the final third at 200. His price target is $240. Yield is 1.01%. (Analysts’ price target is $244.55)

BUY ON WEAKNESS

Their Azure cloud platform could come on stronger than Amazon's AWS or Google Cloud, their main competitors. Today, when MSFT rebounded from its down opening, led to the whole market also rebounding. Definitely buy on dips.

DON'T BUY

It is not a name he would buy right now. Buying Amazon or Alibaba makes a lot of sense. It is trading at 31x 2021 with 13% EPS rate. It is expensive. Likes the company and thinks it is a must-own name. However, he thinks there will be a chance to buy it at lower levels when there is a rotation into growth.

HOLD

Growth stocks make a run, they consolidate, and sometimes it doesn't make sense. If you look at a long-term chart, this downturn will be a blip. It's a buy, hold, and forget about it stock. Strong moats. A behemoth. An exceptional company. Free cashflow yield is strong. Absolutely a core holding.

BUY

A name he really likes and he's been buying. It is his forth largest position in his global growth fund. It has been re-rated. They hit the ball out of the park with their cloud division. It is the future of the company and integrates into the rest of their business really well.

COMMENT

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

BUY

It has a strong price trend, and the valuation is still reasonable. The return on equity is very high quality at 42%. It does not look cheap on the PE basis with 33x or 34x earnings, but it has a great balance sheet, pays a yield with a low payout ratio, and they are buying back stocks. A cashflow machine.

BUY ON WEAKNESS

Likes cloud growth and recurring revenue. Wait for a 5-10% pullback to start a position. Likes its positioning for the long-term.

BUY

It delivered an amazing quarter last week (cloud and Windows businesses were strong), but was punished by investors. Insane. It was their best quarter in years. This week, especially today, it bounced back during the election rally.

BUY ON WEAKNESS

Every business from gaming to their cloud business was a home run in yesterday's report. They have a brilliant, yet cautious CEO who didn't present a glowing forecast. Cautious. MSFT shot the lights out in yesterday's quarterly report, so you should buy it now.

DON'T BUY

A great company that has reinvented themselves since going public in the mid 80s. Their software and products as well as their cloud offering has done well. Gaming has been going well too through their Xbox console. A well-managed company. Their valuation is in the mid 30s price to earnings. Earnings increase in the future are largely priced in already so he would look elsewhere.

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Microsoft Corp (MSFT)