Microsoft Corp (MSFT) Buy, Sell or Hold

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Microsoft Corp (MSFT)

503.37

+3.51 (0.70%)

as of Aug 7, 2026, 4:12:08 pm Market Open.

1793 watching

Investor Insights

Aug 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.

Consensus

Buy

Valuation

Fair Value

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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.

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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.

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.

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Microsoft Corp (MSFT)