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

Similar

AAPL

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.

BUY

He expects them to report excellent numbers on Tuesday. The CEO is excellent. Their problem is that they have business than they can handle.

BUY

MSFT vs. NVDA Both have been great. Likes them both. NVDA has one of the best graphics processors and they've been riding the trend, which isn't slowing down. A good one if you can handle the volatility of the semiconductor processing space. Good if you want growth in this depressed GDP era. MSFT is a more stable business. Long-term stable dividend growth in this low interest rate environment, with its subscription model, data centres, and cloud business.

BUY

If Biden wins Trump shot down MSFT's deal with TikTok. With trade tensions out of the way, it will be easier for MSFT to do business with China.

Showing 466 to 480 of 1,339 entries

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Microsoft Corp (MSFT)