NASDAQ:MSFT

Microsoft Corp (MSFT)

500.01
+0.15 (0.03%)
as of Aug 7, 2026, 8:29:39 pm Market Open.
1793 watching
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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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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.
BUY ON WEAKNESS
Very well-run with a great balance sheet. All three operating segments are showing strong growth, starting with the cloud. It trades at 25x earnings ex-cash, which is rich. So, wait for a pullback at 22x earnings. They return a lot of capital to shareholders.
BUY
It's one of his largest holdings. The cloud has a long runway ahead. It's selling at 25x forward earnings which should continue, though the growth rate will slow by 10-15%. He's happy to own it. His price target is $155.
BUY ON WEAKNESS
Wait for a pullback to initiate a position. Don't chase it here.
PAST TOP PICK
(A Top Pick Sep 12/18, Up 24%) Their cloud growth is up 65%. Management thinks they can double Office365 commercial usage. It continues to be the standard in the software and tech space.
BUY
Take profits? They do everything right. Maybe take a little off the table, but hold onto most of your shares.
BUY
CEO has reinvented company dramatically. One of the best cloud-based companies out there. Cash on balance sheet. Valuation high, but not outrageous.
BUY ON WEAKNESS
Could it fail to meet earnings expectations? The software license for a new computer almost equals the cost for the hardware. The stock began to run when they introduced a dividend and then went higher as they moved into the cloud space. If you can buy it at a decent price, it would be a good hold. Not a great level to buy at now.
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