Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

401.10

+5.47 (1.38%)

as of Jul 16, 2026, 8:00:00 pm Market Open.

1790 watching

Investor Insights

Jul 16, 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 resilient player in the technology sector, although it faces challenges primarily related to fears surrounding its AI strategy and competition. Despite concerns about its software business being impacted by AI developments, experts recognize MSFT's strengths in its Azure cloud offerings and productivity software. The company reported strong earnings but has been penalized for ramping up capital expenditures on AI, leading to a mixed outlook among analysts. Many see potential for long-term growth, driven by its diverse offerings and a solid financial position, while some express cautiousness over its current valuation and market sentiment. Overall, MSFT is considered a core holding by several analysts, with recommendations to buy on dips, citing its ability to innovate and adapt strategically to ongoing market changes.

Consensus

Buy

Valuation

Fair Value

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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.

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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.

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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 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.

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.

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Microsoft Corp (MSFT)