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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
0
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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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
It did not give back all of its 2019 gains but starts to look interesting at around $150 considering it pays a dividend and is hugely profitable.
PARTIAL SELL
Effect by the coronavirus? Yes, because they withdrew their guidance. It pays a decent dividend, is hugely profitable and Windows 10 sales are boost. This has had a huge run-up, so if you've owned it for a while, take some profits.
PAST TOP PICK

(A Top Pick Nov 28/19, Up 8%) One of the few super-large companies that are seeing increasing sales momentum. Amazon was the early leader, but MSFT has the competitive edge. Accelerating growth. Generates almost 50B of free cashflow. Going higher.

PARTIAL BUY
Definitely buy half now. If it gets any cheaper he would be a buyer. He holds a lot.
BUY

Certainly you should look at all high tech names, especially those with a monopoly. He prefers AMZN-Q and MSFT-Q. If Trump did not tell companies to move out of China, then certainly CoVid19 did.

COMMENT

MSFT vs. V Likes Visa's valuation. Likes the secular growth story of moving from cash and cheques to digital payments. MSFT is expensive, at 27x earnings with 12% growth rate. Visa is right at the 200-day moving average, 28x earnings with a 15% growth rate. Nothing wrong with MSFT, but Visa is a better name.

BUY ON WEAKNESS
Likes it, but is waiting for more a pullback, trading below 26x earnings. He'd buy at 24-25x. MSFT spins a ton of cash flow, and buysback shares. It's a great company. Definitely buy when it dips more. (MSFT just announced after hours today an earnings warning due to the coronavirus.)
BUY
Buy the current pullback? Admires it a lot. In the past decade, MSFT boasts a new, strong CEO and products, namely the cloud. A good stock.
HOLD

A good hold. They are one of the biggest cloud players. They have Windows and Office and they have moved into open-source as well. They integrate their software into other applications, making it easier for their customers.

BUY ON WEAKNESS
He has a positive outlook on this. He's had a great run on it. It may be toppy now, but he expects it to be higher this year, but could dip by then. Wait for a drop to get in.
PAST TOP PICK
(A Top Pick Jan 22/19, Up 77%) It is the darling in technology. He still owns it. He thanks having a market hedge for giving him the courage to continue to hold -- otherwise he would have been taking profit. Their revenue growth was 66% last year and their guidance is always a little conservative. His price target is $184.
BUY ON WEAKNESS

MSFT vs. AMZN Prefers this one to Amazon. Can justify the valuation at these levels. Wait for a pullback of 5-10% to buy. Very strong balance sheet and net cash position. Transitioning to subscription model. Cloud business is growing well. For 1-2 year horizon, will continue to do well.

STRONG BUY
The leaders in bull markets remain leaders. When a stock moves from $160-190 it'll likely check back. It pulled back 4.6% in the last two days, but really it should pull back a little. The reality is nobody else has the opportunity int he cloud like MSFT. They have enterprise relationships like no one. They will probably grow their business 30% or more a year for the next 5 years. It broke out with the market in October and this check back now is perfectly normal. In the coming 2-3 years this will continue to climb unless they make a big misstep, but they execute well.
PARTIAL BUY

His 2nd-largest holding. It's been on a tear in the past month. Pick away slowly at these high levels. Cloud computing is driving their growth. MSFT and Amazon are a two-horse race in the cloud that will continue for at least 5 years. A long-term buy.

BUY
He would continue to hold it with a target within his company of $198. The market has kept o chugging and it broke out from his point of view. The fair market value is 46% less but it is quite possibly that momentum will carry it to the $200 mark.
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