Microsoft Corp (MSFT) Buy, Sell or Hold

Microsoft Corp (MSFT)

493.78

-3.97 (0.80%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

1796 watching

BUY

It has a strong price trend, and the valuation is still reasonable. The return on equity is very high quality at 42%. It does not look cheap on the PE basis with 33x or 34x earnings, but it has a great balance sheet, pays a yield with a low payout ratio, and they are buying back stocks. A cashflow machine.

BUY ON WEAKNESS

Likes cloud growth and recurring revenue. Wait for a 5-10% pullback to start a position. Likes its positioning for the long-term.

BUY

It delivered an amazing quarter last week (cloud and Windows businesses were strong), but was punished by investors. Insane. It was their best quarter in years. This week, especially today, it bounced back during the election rally.

BUY ON WEAKNESS

Every business from gaming to their cloud business was a home run in yesterday's report. They have a brilliant, yet cautious CEO who didn't present a glowing forecast. Cautious. MSFT shot the lights out in yesterday's quarterly report, so you should buy it now.

DON'T BUY

A great company that has reinvented themselves since going public in the mid 80s. Their software and products as well as their cloud offering has done well. Gaming has been going well too through their Xbox console. A well-managed company. Their valuation is in the mid 30s price to earnings. Earnings increase in the future are largely priced in already so he would look elsewhere.

BUY

He expects them to report excellent numbers on Tuesday. The CEO is excellent. Their problem is that they have business than they can handle.

BUY

MSFT vs. NVDA Both have been great. Likes them both. NVDA has one of the best graphics processors and they've been riding the trend, which isn't slowing down. A good one if you can handle the volatility of the semiconductor processing space. Good if you want growth in this depressed GDP era. MSFT is a more stable business. Long-term stable dividend growth in this low interest rate environment, with its subscription model, data centres, and cloud business.

BUY

If Biden wins Trump shot down MSFT's deal with TikTok. With trade tensions out of the way, it will be easier for MSFT to do business with China.

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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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.

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Microsoft Corp (MSFT)