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NASDAQ:MSFT

Microsoft Corp (MSFT)

367.34
-12.06 (3.18%)
as of Jun 22, 2026, 8:00:00 pm Market Open.
1786 watching
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Investor Insights
star iconJun 22, 2026, 12:00 am

This summary was created by AI, based on 120 opinions in the last 12 months.

Microsoft Corp (MSFT) finds itself at a crossroads as it navigates through concerns regarding its AI investments and overall market valuation. Experts express a blend of optimism and caution, noting that while the stock is experiencing pressure from fears surrounding its cloud growth and competition with AI rivals, it remains fundamentally strong due to its solid revenue growth and significant free cash flow. Many analysts believe that the current valuation at around 20-25x forward PE represents a fair price, especially given the company’s projected earnings growth over the next few years. The shift towards subscription-based revenue models and the potential of its AI initiatives, particularly the Azure cloud services, are highlighted as key drivers for future growth. Overall, despite the recent selloff, there's a solid belief in Microsoft's long-term potential, making it a potential buy on dips.

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Consensus
Buy
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Valuation
Fair Value
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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)
BUY ON WEAKNESS
He owns MSFT. The valuation is trading at 33 times forward earnings, so he is not adding to his holdings here. He thinks it is trading about 20% higher than his buy price. He would wait for a pullback to buy. A great business overall. The current market trends currently favour these types of companies and he would continue to hold it if you already own it -- let your winners run (especially in this space).
BUY ON WEAKNESS

Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.

HOLD
Tech stocks have done very well this year. Many are seeing revenue and earnings outlooks looking down, but MSFT-Q is the exception. It is a stock you want to own for stability and durability; however he would leave it as a hold at this point.
STRONG BUY
One of his top tech names and he really likes it. Excellent management and execution. The cloud space is exploding because of the work from home new normal. MSFT owns Linkedin and Skype, all low-contact tech that's thriving now. MSFT boasts steady revenues going forward. Trades at a slightly higher PE, but you're paying for growth and steady revenues.
BUY
It is one of the mega cap tech stocks that are back to their all time highs. It is not that expensive and hits all metrics for him. It has a great balance sheet.
TOP PICK

One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)

PAST TOP PICK
(A Top Pick May 14/19, Up 48%) They continue to hold this. They have benefited from the work-at-home trend. This trend may continue after COVID. Office 365 and their cloud services will all benefit. However, at this point it is too expensive to buy. They hold about $9 per share in net cash. She would buy about 10-15% lower.
TOP PICK
They are in a sweet spot. The movement to the cloud is very important and will continue more aggressively. It is going to intensify. They have a 'teams' product for collaboration. (Analysts’ price target is $197.74)
PARTIAL SELL
10% of holdings now -- take profit? They have owned it over 8 years. A top 5 holding for him. In his portfolio, he wants to bring the weight of stocks down to reduce risk. He suggests picking away at stocks have been unduly punished and shave down some of the MSFT holding. Don't lose the entire position, instead use it to purchase punished deep cyclical stocks.
TOP PICK
Firing on all cylinders. He bought this at $115. They're deploying capital from their stable Windows business into the cloud. You can buy this and forget it. Predictable. Stable. (Analysts’ price target is $197.42)
BUY ON WEAKNESS
A wonderful business. When the market turmoil unfolded, technology companies have done well. Their upcoming earnings should be strong. He owns this, but be mindful of the valuation here. It is trading at 26 times earnings. It is about 15% over valued here. He would enter on weakness.
BUY ON WEAKNESS
He does not own them currently. The shares are very expensive. Now, investors are thinking post virus and with their offerings in cloud based services it is looking more like an essential services company. He chooses not to own it at such a high mid-20 PE.
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