Microsoft Corp (MSFT) Buy, Sell or Hold

Microsoft Corp (MSFT)

533.88

+11.27 (2.16%)

as of Oct 9, 2026, 3:40:15 pm Market Open.

1799 watching

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.

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.

Premium content

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

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.

Showing 526 to 540 of 1,368 entries

Most Recent Experts

Jamie Murray

Murray Wealth Group

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Bill Smead

Smead Capital Management

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Halloween Sale

Microsoft Corp (MSFT)