NASDAQ:MSFT

Microsoft Corp (MSFT)

493.78
-3.97 (0.80%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1796 watching
0
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)

BUY ON WEAKNESS
Price target of $313.25. Continues to show the uniqueness of its enterprise IT positioning. He expects earnings to rise in near future, but at a slower rate than growth expectations implied by current valuations. Hold on, and definitely buy on dips.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 13/21, Up 18.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MSFT has achieved our $290 objective. To remain disciplined, we recommend covering 50% of the position at this time and trailing up the stop (from $200) to $265.
COMMENT
They report Tuesday. The stock could trend lower, actually, because expectations are so high and could be catching up to them. Normally, the street underestimates MSFT.
BUY
He has not taken any profits off the table. It is involved in every single area that is growing in terms of cloud computing, software, gaming and so on. You can't run your home, home office or business without it. They continue to make smart acquisitions. He continues to buy it for new clients.
BUY
One of the preeminent tech name. Owns this. Falls into the below fair value category. Continues to hold it since 2009. Continues to show accelerated growth despite reaching trillion dollar valuations. No longer as cheap as it used to be, but still good value.
PAST TOP PICK

(A Top Pick Jul 09/20, Up 25%) Cloud business continues to climb, second only to AMZN. Business productivity unit continues to grow. 20 consecutive quarters of positive earnings surprises. A bit of a premium, but not of names like it. Getting pricey, so he's watching the valuation. Expects revenue growth of 15% a year. He's still buying.

BUY
It is one of her larger positions. It is going to continue to be a very solid investment. They are continuing to build their businesses that have a big competitive moat around them. She thinks this a pretty good entry point for a very high quality company.
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