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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AAPL
TOP PICK
Tons of free cash flow. Free cash flow growth. Being on the cloud makes working away from the office a lot simpler. The virus has made people understand that the cloud makes everything simpler. Will continue to grow in next little while. Yield is 1.47%. (Analysts’ price target is $196.34)
PARTIAL BUY

AAPL vs MSFT? Both companies are sitting on gobs of cash, he says. MSFT sells more into business, under a subscription basis. AAPL is a little more chunky, as they are into devices and streaming services -- which is a little slow to get going. AAPL may be impacted more by the delay in selling their devices, but you still have to pay for your MSFT subscription. He would put 75% of your MSFT in now and only 50% of your AAPL investment now.

TOP PICK

He loves this stock for the next 10 years and now is a good time to buy. Their cloud computing will thrive as streaming increases. Their Office software and others allows for people to work from home during this uncertain times. You could easily buy 75% of your position at this level. Yield 1.32% (Analysts’ price target is $196.34)

DON'T BUY

MSFT vs. IBM Likes MSFT, but it's too expensive for its growth rate. IBM is interesting. Has momentum, growing in the cloud. RedHat's revenue accelerating. Incredibly cheap. Good dividend and pretty safe. Only thing is, it's not best in breed, which is where the money will go first. But it's a fine name.

DON'T BUY
Likes it a lot, but last year MSFT got too expensive. Cloud is driving their multiple expansion. MSFT has held in very well in this market. Balance sheet fine and boasts a high ROE. The valuation remains too high for him though. It needs to pull back further for him.
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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.
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