NASDAQ:MSFT

Microsoft Corp (MSFT)

503.37
+3.51 (0.70%)
as of Aug 7, 2026, 4:12:08 pm Market Open.
1793 watching
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Investor Insights
star iconAug 7, 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 robust and versatile organization, harnessing its significant cloud infrastructure (Azure) and productivity software to drive growth and shareholder value. Despite its challenges, particularly with AI integrations and pressures on its software segments, MSFT has demonstrated remarkable resilience with cash flow positivity and strategic spending. There is a mixed sentiment about its Co-Pilot AI functionality, with some experts highlighting its improvement while others remain skeptical about its long-term impact. With an impressive clutch of products and services like LinkedIn, Teams, and Office, the company's balance sheet is solid, allowing for continued investment in future technologies. While experts express concerns regarding high capital expenditures and competition in the AI space, many believe that MSFT's extensive ecosystem will support its continued market share and growth trajectory moving forward.

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Consensus
Buy
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Valuation
Fair Value
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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)
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.
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