Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

367.34

-12.06 (3.18%)

as of Jun 22, 2026, 8:00:00 pm Market Open.

1786 watching

Investor Insights

Jun 22, 2026, 12:00 am

This summary was created by AI, based on 120 opinions in the last 12 months.

Microsoft Corp (MSFT) has become a focal point of discussion among experts, revealing a blend of optimism and concern regarding its future performance. The company has seen a significant increase in cash reserves while continuing aggressive share buybacks, bolstered by a recurring revenue model from its subscription services. Although concerns revolve around its AI initiatives, particularly in relation to the competition and perceived lag in the AI race, the firm's cloud services like Azure have shown impressive growth rates of around 40%. Despite short-term pressure and fluctuations in stock value, many analysts maintain a bullish outlook, suggesting that MSFT's fundamental strengths in productivity, cloud services, and AI integration could lead to substantial long-term benefits. As a dominant player in both software and cloud markets, Microsoft's strategic investments and partnerships position it well for future success, amid a backdrop of evolving market dynamics.

Consensus

Buy

Valuation

Fair Value

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PARTIAL SELL

Really likes it. Because of the cloud, competition is changing. MSFT offers services and is using AI a lot more. Big businesses are moving to the cloud. It's in the sweet spot now. You could trim now, if it's getting too high in your portfolio.

PARTIAL SELL

Take profit now? A great company that has had a great run over the last three years. Their Cloud offerings have been very well received. Tech shares have continued to run despite pullbacks in other sectors this past week. He would not sell for the sake of selling. It is prudent to take money off the table -- perhaps a 1/3 or 1/4 -- to reinvest elsewhere. Unless you have a dramatic use for the funds, you should not rush to sell all your holding.

PARTIAL SELL

MSFT vs. QCOM His concern is that a lot of the passive money is driving the price of MSFT. Not cheap, almost 30x forward earnings for an 11-12% growth rate. If you own it, keep it. Or if you have too much, pare back. Qualcomm has done well, starting to outperform with the rest of the semis. Qualcomm trades at 21x with 12% growth rate. If you trim MSFT, you could buy some QCOM. Gets you away from everyone owning the large cap names through ETFs.

STRONG BUY

A great company in many respects. They reinvented themselves and deserve huge credit. Their cloud operation is highly competitive behind Amazon's AWS. Their gaming business is strong. They've turned their software business into a prosperous subscription model.

PAST TOP PICK

(A Top Pick Jan 31/19, Up 60%) It's still the go-to name for the cloud and office software. A phenomenal name that will continue to lead for the coming decade. Buy on dips, though don't expect another fantastic year like 2019. Expect a 15% rate of return a year. Cloud is their catalyst for growth as corporation continue to migrate to the cloud.

PARTIAL SELL

He trimmed a bit. Valuation is not cheap but they are well positioned in the Cloud and gaining share. A good company to own for the long term.

PARTIAL SELL

Take profits and buy Cisco? He has in the past, so it's not a bad idea to pare it down a bit. He also owns Cisco and sees nothing wrong with this strategy.

BUY

He owns it and they are starting to go a little parabolic. This is usually a sign that buying pressure will be exhausted at some point, but you might want to get some. They are hitting on all cylinders and are doing great in the cloud. Their traditional windows franchise is a cash cow. The new CEO has been doing a very good job. They are not that expensive due to the quality of growth. You could buy them at these levels for a long term hold.

BUY

In many ways MSFT-Q is in fact the QQQ-Q index. If you had to pick 5 stocks, this would probably be one of them. He thinks cloud will grow between 20-30% for the next 5 years. Despite a pull back in the markets at any time, this one should perform fairly well this year.

HOLD

His model value is $127, but he is not selling here as it trades higher than that right now. He likes that it is a US stock, where he clearly favors right now.

DON'T BUY

Nasdaq outlook for 2020? The Nasdaq will rise this year, because the FANGs remain cheap. MSFT is a great company, but he doesn't like its current levels. He models 10% growth rate for it. But at 25x earnings, MSFT is too pricey. Buy FB or Alibaba instead; they have lower PEs.

PAST TOP PICK

(A Top Pick Feb 13/19, Up 52%) Cloud is changing computing, making offices more intelligent. So, MSFT can add a lot of its core products to enhance these offices. More businesses will move to the cloud aggressively. Also, MSFT won the massive $10 billion US army contract late last year.

BUY ON WEAKNESS

MSFT vs. Intel vs. Facebook Facebook has performed well, but faces long-term regulatory headwinds. They will face more scrutiny. Intel has bigger headwinds reagrding where the technology is heading with microchips. Their legacy hardware chips will be under secular pressure. Don't buy. MSFT's cloud growth is impressive and will continue (he sold his shares already), but its multiple is really high. In the next pullback, buy MSFT. MSFT wins.

COMMENT

When to sell? Sell side discipline is based on either 1) being wrong on the call, 2) price exhaustion (fully valued) or 3) re-balance your portfolio. As MSFT has become a larger part of a portfolio you may want to consider selling some to re-balance. He does not think it has become fully valued yet. He would hold, but re-balance as your portfolio requires.

BUY

3-5-year outlook He's long owned this. Cloud computing and Amazon are the two big players; there's good growth in cloud which will help companies, factories and buildings be more productive. Cloud is essential to businesses and innovation.

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