NASDAQ:MSFT

Microsoft Corp (MSFT)

500.01
+0.15 (0.03%)
as of Aug 7, 2026, 8:29:39 pm Market Open.
1793 watching
0
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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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.
PAST TOP PICK
(A Top Pick Feb 13/19, Up 37%) He still likes it. Businesses will continue to move to the cloud which adds a lot of value to those companies.
TOP PICK

Synthetic long Microsoft Buy January (2021) 145 call at $14.50, sell Jan (2021) 145 put at -$15.40, net $0.90/share. MSFT is a great company shooting on all cylinders. It has a great shot scoring the US government contract for cloud services (Trump doesn't like competitor Amazon/Bezos).

COMMENT
Microsoft continues to benefit from moving to the cloud. Servers, Azur, and software continues to perform. Xbox momentum continues. It's very expensive and he wouldn't buy right now. He would prefer FAANGs that have higher growth.
BUY
It's done so well that some investors may take some profits now. He likes it. If you're buying this for 5-10 years for, say an RRSP, this is fine to buy now. Good fundamentals. They continue to reinvent themselves. As long as leadership remains the same, he thinks they can.
HOLD
Sell 25% and buy Comcast, Cisco or hold the cash? MSFT has done very well in the last 5 years under the current CEO. They just won the US Defence contract, possibly influenced by Trump. MSFT is one of the most valuable companies in the world. However, if there is a wide market sell-off, MSFT will fall in a big way. That's why he doesn't hold it. MSFT is not a bad company. If you own this, let your winners run.
BUY
Likes it. Very strong earnings this morning. Cloud business strong. Long-term looks good. Subscription based model will help quite a bit. Trading at 26x earnings. 10% long-term growth rate. Not exactly cheap, but you are in the tech space. Yield is 1.5%. (Analysts’ price target is $150.17)
BUY
He just trimmed his holdings. One has to look at the quality of what one is buying. This is a quality company. They are driven by the cloud business. He looks forward and sees so much cash being generated that it deserves to get a premium. They are a massive cash machine. They keep buying back stock and sit in an immaculate financial shape. It's not cheap, however.
BUY

AMZN-Q vs. MSFT-Q. He owns MSFT-Q so does not prefer AMZN-Q. AMZN-Q he is looking at. They have so many opportunities such as healthcare. They are building their revenues at the 15-20% range.

BUY
Will the end of Windows 7 and adoption of Windows 10 boost revenues? The CEO is outstanding and MSFT is well-positioned going forward. This could be volatile though. Good news is priced in. Doesn't know if the adoption of Windows 10 (to replace Windows 7) in January will boost revenues.
COMMENT
He's owned this for a long time, one of his biggest holdings. $173 is his target price and currently trades above his model price of $113.64. Has given him great rate of return.
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