Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

394.57

-6.53 (1.63%)

as of Jul 17, 2026, 1:54:43 pm Market Open.

1790 watching

Investor Insights

Jul 17, 2026, 12:00 am

This summary was created by AI, based on 128 opinions in the last 12 months.

Microsoft Corp (MSFT) is navigating a challenging landscape amid concerns about its AI strategy and software revenue. Despite facing pressures, particularly from competition in the AI sector, Microsoft continues to experience consistent revenue growth, particularly with Azure, which shows robust demand. Analysts highlight the company's strong cash flow and the potential for long-term stability, suggesting that it remains a core holding for many investors. There is a prevailing sentiment that while the stock has underperformed recently, particularly due to fears surrounding its software offerings amidst evolving AI landscapes, the fundamentals remain strong. Most experts agree that there’s a potential for significant upside, and the current valuation presents a buying opportunity for long-term investors.

Consensus

Buy

Valuation

Fair Value

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PARTIAL BUY

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

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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.

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.

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Microsoft Corp (MSFT)