NASDAQ:MSFT

Microsoft Corp (MSFT)

394.57
-6.53 (1.63%)
as of Jul 17, 2026, 1:54:43 pm Market Open.
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Investor Insights
star iconJul 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.

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Consensus
Buy
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Valuation
Fair Value
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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.
COMMENT

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.

WEAK BUY
Enter now at $137 and add to a position? He owns a lot for the long-term. MSFT has been going up for a long while. Occasionally, it consolidates or pullbacks? Not bad to buy it now. Nothing wrong with this chart.
PAST TOP PICK
(A Top Pick Oct 16/18, Up 30%) This is a leader in the software and software services sector. They are investing in the right proportions. Stick with it.
WAIT
Holding firmly at major moving averages. Phenomenal run in the summer, now just resting. More defensive in the summer. Technology still has seasonal runway that can support it. Looking like it's topping here. Has started to break down below rising trend line. 200-day is a more opportune time to pick it up and ride it till it peaks in February.
COMMENT

AMZN vs MSFT? AMZN is a great company, but he has been out for about 12 months as they are trying to figure out their operating expenses. He will continue to watch it, but there could be some regulatory overhang yet to come -- especially for their web services. MSFT has moved to cloud services, allowing them to seamlessly download software -- a very consistently profitable business -- it makes it almost like a utility.

BUY
Trades at 23x 2020 earnings. They're buying back a lot of shares and raising the yield. MSFT benefits from the shift to the cloud, which helps a lot of companies be more effective given the wealth of data that the cloud holds.
BUY
A money-printing machine. Amazing. It bumped up its dividend by 11% and announced a huge buyback. Recently, it's broken its uptrend, but not to worry. It may be a good time to enter MSFT from now into December.
STRONG BUY
A $40 billion share buyback and 11% dividend increased was announced today! Wow. That dividend will probably grow from here.
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