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

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.

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.

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.

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Microsoft Corp (MSFT)