Microsoft Corp (MSFT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Microsoft Corp (MSFT)

505.06

+8.69 (1.75%)

as of Aug 27, 2026, 8:00:00 pm Market Open.

1796 watching

Investor Insights

Aug 27, 2026, 12:00 am

This summary was created by AI, based on 132 opinions in the last 12 months.

Experts have mixed opinions on Microsoft's current position, particularly in relation to its AI initiatives and overall valuation. While some analysts express concerns over the performance of its Co-Pilot AI and the potential risks from competitors like OpenAI and Anthropic, others highlight the company's strong financial position, significant free cash flow, and robust revenue growth, particularly from its cloud segment, Azure. Many agree that the stock has become attractive at current price levels, with valuations ranging from fair to undervalued due to its solid business fundamentals, ongoing investments in AI and cloud infrastructure, and potential for future growth. Amidst the uncertainties in the tech sector, they believe Microsoft remains well-positioned to adapt and thrive, even as it navigates the challenges posed by the evolving AI landscape.

Consensus

Buy

Valuation

Fair Value

Similar

AAPL

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.

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.

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

Showing 466 to 480 of 1,355 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

David Burrows

Barometer Capital Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Javed Mirza

Raymond James

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Microsoft Corp (MSFT)