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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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.
TOP PICK
They are enabling the digital world and all their business segments are firing on all cylinders. Things will only get better as companies move more to cloud based, at-home setups. Linked In is also successful. A long runway of growth. Yield 1.41% (Analysts’ price target is $189.50)
TOP PICK
They will benefit from what is going on right now. Their shift to cloud based computing should be accelerated by the crisis. (Analysts’ price target is $189.50)
PARTIAL BUY
He added more on the downturn. Technology will be a winner in this because of the increased use of technology. This is a name to stick with through this. It is already recovering fairly well.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
On the flipside, tech continues to endure. The FANGs plus Microsoft remain go-to names. As David Fingold noted, MSFT has been tested through fire and have passed the test during this pandemic.
STRONG BUY

A great company, a top cloud player. But a company needs advanced IT department to use Amazon's cloud service, whereas MSFT can support small/medium-sized software developers can sell them over MSFT's cloud. MSFT has been tested through fire and have passed the test during this pandemic, proving that their cloud services continue to work during massive use as people continue to work from home. MSFT has the right stuff.

COMMENT

GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

BUY
Buy at $159? His #3 holding. You don't have to worry about this stock. Have great cash flow generation, strong balance and smart management. The explosion of cloud use has because an annuity for them. You can buy this now.
TOP PICK
It is a utility company. Every business has to pay Microsoft: Desktops and cloud computing. You can't stop using Microsoft.
COMMENT
It rose to 10x book value, held for a while, and eventually broke out in 2019 to enjoy a very nice run. During this setback, it's returned below 10x book. The stock is in no man's land. $156 is key resistance. $122 is another. At the current $135, it's in no man's land.
WATCH
He missed it on the way up but will get a chance on the way down. It held up better than he would have thought recently. It is not going away and is going to continue to innovate.
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