Microsoft Corp (MSFT) Buy, Sell or Hold

Microsoft Corp (MSFT)

493.78

-3.97 (0.80%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

1796 watching

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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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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Microsoft Corp (MSFT)