NASDAQ:MSFT

Microsoft Corp (MSFT)

401.10
+5.47 (1.38%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
1790 watching
0
Investor Insights
star iconJul 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.

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Consensus
Buy
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Valuation
Fair Value
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BUY
He agrees with an analyst report today that expects tailwinds from work-from-home that'll see MSFT weather the Covid storm better than its peers.
TOP PICK
The subscription based service through Azure and Office 365 is very positive. It is the second largest cloud computing provider. It's very rare to turn them off once you are in. They can continue to add services or products to ensure customers continue their subscriptions. Work from home will also continue the demand. A very stable company so it is also defensive. (Analysts’ price target is $233.22)
BUY ON WEAKNESS
Not a buying opportunity. Fabulous company, reinventing themselves under this CEO. Gaming business is very strong, plus the cloud, and its traditional business in a subscription model. However, trading at 35x earnings. Even very good companies aren't the best stocks from time to time. Have to constantly assess the value. He'd pass, but continue to watch for a pullback as a chance to buy.
SELL
Great company, but he has trouble with the valuation. If you own it, take some money off the table. Struggles to see how much more upside we can get. Don't confuse a good company with a good investment. Better opportunities elsewhere, especially in other parts of the world.
BUY ON WEAKNESS
His rule: buy a tech stock that's 25% off highs during the current tech correction. It's up 27% YTD, so it might bottom sooner than the other megacap tech names. Buy at $175-180.
HOLD
After the last crash, its value was decimated. He saw it as a utility company, as people need to pay MSFT to upgrade. Tremendous job of growing its cloud business. He's not selling anytime soon.
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Curated by Allan Tong since 2019.
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TOP PICK
Microsoft PE 37.12 Another way to compare these stocks is share performance year-to-date. Google has seen the lowest increase, around 14%. Next, Microsoft and Facebook have both surged 34%. Things get heady with Apple, spiking more than 60%, then stratospheric with Shopify (the TSX listing) up nearly 140%. But that pales to the exuberance of Tesla, which rocketed above 400% YTD by the end of August before slipping down to 363% currently.
BUY ON WEAKNESS

In a sweet spot. The cloud computing pie is getting bigger, so it will do well even if its market share stays the same. VR and AI can be added to a company's cloud product, so MSFT can upsell, and it will have better margin growth. He'd buy it here. It may have a pullback, but won't fall too much. Small dividend, but a great stock that will continue to do well.

WAIT
Likes its price momentum and stability. Has not been harmed by Covid. At the upper end of what's a reasonable price, but he holds it because of such strong price momentum. Wary of adding new money at this stage, as starting to see a rotation from growth to value. If you have a 10-year horizon, you won't go wrong with a quality company like this.
BUY ON WEAKNESS
She'll add when it pulls back 5-10%. They had a good quarter, though EPS growth did slow 9% YOY, when it usually grows 15-20%. So, MSFT did feel some impact to the pandemic, but they did grow earnings. If MSFT is allowed to buy TikTok, she's heard they'll pay $30-50 billion in various reports. She doesn't know.
STRONG BUY
The most predictable large-cap tech stock. MSFT has an incredible platform of enterprise large- and mid-sized customers. The cloud business will continue to grow 35-40% for several years, while MSFT's software continues to be a key driving. Their webcasting business has performed well, and they can continue monetize LinkedIn. They have a lot going for them. MSFT has pulled back recently to $200 (from $216), and it could pull back further if tech falls out of favour. Offers great dividend growth.
HOLD
Weaker share price after earnings? The earnings were very good, especially in gaming. The street did not like their cloud growth being slower than hoped for -- only 50% per year. Analysts will project forward slowing growth and this will lessen their earnings estimates. He would look for companies outside the Top 5 FANG performers for others that have better opportunities.
DON'T BUY
Earnings last night were terrific, but stock went down. Price has been strong in anticipation of earnings. Valuation has already built in positive news. High 30s multiple. A very good company, but not as good a stock as it is a company.
BUY

MSFT vs. ADBE Prefers MSFT. Neither stock is that inexpensive, with the rally. MSFT has a more diversified business model with PC and cloud business, which is gaining more market share. Strong balance sheet. Net cash position is solid. Very strong management team.

TOP PICK
Capitalizing on work from home theme, cloud business. Expected to continue to fly in the post-pandemic world. Impressive free cash flow. 16 consecutive quarters of positive earnings surprise growth. Paying a bit of a premium for a 15% growth rate, but not a lot of names are dominant as they are. Yield is 0.95%. (Analysts’ price target is $210.40)
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