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NASDAQ:MSFT

Microsoft Corp (MSFT)

367.34
-12.06 (3.18%)
as of Jun 22, 2026, 8:00:00 pm Market Open.
1786 watching
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Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Fair Value
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HOLD
This is a company you needed to outperform the market this year. He would continue to hold it as the valuation is getting a little pricey here.
PAST TOP PICK

(A Top Pick Dec 11/18, Up 44%) She still likes this one, but might wait for a pullback to buy on weakness. Their position in the cloud computing space is second only to Amazon. MSFT has a good reputation within corporate America. They have $8 per share of cash reserves.

BUY ON WEAKNESS
An entry point? The Tech sector has had a great year. MSFT re-invented itself and now is part of major ETFs around the world. When money leaves the ETF space, selling pressure for the company increases. He likes their cloud space and subscription business. Be wary of buying companies that have had a great run -- it would be better to buy on a correction.
COMMENT

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

PAST TOP PICK
(A Top Pick Jan 22/19, Up 45%) The poster child for the tech arena, he thinks, particularly for software. They have done a fantastic job, but it is priced to perfection right now. His target is $152.
COMMENT
It's reached a critical technical level of 10x book value. It's trying to break out, but the earnings don't support that. Also, ROE has flatlined after rising a little. He doesn't see what will drive this much higher, unless it's speculative beyond technicals. Good luck.
BUY ON WEAKNESS
Wait for a 5% drop? Momentum is rolling over. This is very overbought, but you must be exposed to Microsoft. Nothing wrong with their fundamentals. June 14-Nov. 8 is their seasonality. Software stocks are the new defensive stocks, because their subscriptions are a steady revenue. $132.50 is the 200-day moving average, and this is the best time to enter.
BUY
He hates and loves it. Hates the software but loves the stock. It's really a utility, because you can't live without it, like electricity--and you keep paying for it (the cloud). There's huge money to be made in the cloud. And their software is used in every PC, constantly upgraded. A great company. You never need to sell it.
PAST TOP PICK
(A Top Pick Jan 31/19, Up 47%) He was given a gift that everything was cheap in January. It still has growth that he likes. Office365 membership has been good. He could see $160 per share by next year -- up another 10%.
TOP PICK
World's largest software company. Free cashflow machine. Remarkable in that it's showing accelerating growth. Growing cloud business faster than Amazon. Expects upside earnings surprises, and more upside in the stock. Yield is 1.34%. (Analysts’ price target is $161.36)
BUY
It’s a buy and hold long term stock. It’s not cheap, trading at 25x but there is solid execution and growing operations. They will benefit from the long term trend. The quality of the business merits the price.
BUY ON WEAKNESS
He owns this one. It is probably a little over bought here. He would look to buy again on weakness.
BUY ON WEAKNESS
You might want to wait for a cooling of the market in order to buy it. He has owned it for a long time. They are in the right businesses. You are getting many years of double digit growth. The earnings growth will make it look cheap.
BUY
$141 was a great level to break out on. It was just a little pause for a while. It is very consistent. There was some rotation going on but this one did not sell off. He thinks it will continue higher.
PAST TOP PICK
(A Top Pick Nov 13/18, Up 40%) Incredible that they're growing their revenue double-digit considering their size. They're growing their cloud service, Azure, well and will continue to do so. MSFT is catching up to Amazon in the cloud. MSFT just won a big US government contract, US$10 billion over 10 years, which was expected to go to Amazon. MSFT has a lot of cash, which she likes, at $7/share, so they can fund their own growth without going into debt markets.
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