Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

503.37

+3.51 (0.70%)

as of Aug 7, 2026, 4:12:08 pm Market Open.

1793 watching

Investor Insights

Aug 7, 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 robust and versatile organization, harnessing its significant cloud infrastructure (Azure) and productivity software to drive growth and shareholder value. Despite its challenges, particularly with AI integrations and pressures on its software segments, MSFT has demonstrated remarkable resilience with cash flow positivity and strategic spending. There is a mixed sentiment about its Co-Pilot AI functionality, with some experts highlighting its improvement while others remain skeptical about its long-term impact. With an impressive clutch of products and services like LinkedIn, Teams, and Office, the company's balance sheet is solid, allowing for continued investment in future technologies. While experts express concerns regarding high capital expenditures and competition in the AI space, many believe that MSFT's extensive ecosystem will support its continued market share and growth trajectory moving forward.

Consensus

Buy

Valuation

Fair Value

Similar

AAPL

PAST TOP PICK

(A Top Pick May 26/20, Up 42%) Great long-term story. Likes the innovation, especially in VR, AR, and XR. Game-changing. A leader in healthcare innovation. Acquisition of Nuance Communications is exciting. Growing organically and by acquisition.

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PAST TOP PICK

(A Top Pick Jul 09/20, Up 13%) Adding right now. Office productivity division doing well. A very impressive 20 consecutive quarters of positive earnings surprises. 13-15% long-term earnings growth rate. Expects revenue growth of 15% Y/Y over the next few years.

BUY

MSFT-Q vs. AAPL-Q. They have a lot of similar strengths. They dominate their industries and have very loyal customers. They have good business models. AAPL-Q generates the vast majority of their profits from iPhones, which market may becoming saturated. MSFT-Q focuses on the commercial client. He thinks MSFT-Q will continue to grow faster than AAPL-Q will.

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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 recently reported EPS growth of 45% and revenue growth of 19%. Commercial cloud revenue was up 33%. It trades at 39x earnings, compared to peers over 61x. It pays a smallish dividend, backed by a payout ratio under 40% of cash flow. It is estimated cash reserves grew almost $2 billion and are over $15 billion now. We would buy this with a stop loss of $200, looking to achieve $290 -- upside potential over 20%. Yield 0.90% (Analysts’ price target is $289.71)

PAST TOP PICK

(A Top Pick May 11/20, Up 31%) The cloud will continue to grow, and they will continue to gain share. In a really strong position. Data collection through the cloud can be used to help clients. Gaming business is doing incredibly well. Strong pipeline. Free to do acquisitions without same regulatory scrutiny as FB and GOOG.

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.

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Microsoft Corp (MSFT)