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NASDAQ:MSFT

Microsoft Corp (MSFT)

533.88
+11.27 (2.16%)
as of Oct 9, 2026, 3:40:15 pm Market Open.
1799 watching
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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.
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.
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.
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