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NASDAQ:MSFT

Microsoft Corp (MSFT)

514.63
+9.57 (1.89%)
as of Aug 28, 2026, 3:40:36 pm Market Open.
1796 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 132 opinions in the last 12 months.

Microsoft Corp (MSFT) is at a pivotal point as it navigates the challenges and opportunities presented by AI and cloud computing. Many experts acknowledge the company's strong fundamentals, including robust cash flow, a solid balance sheet, and resilient growth in cloud services like Azure. However, there's a prevailing concern about its AI initiatives, particularly Co-Pilot, which has faced criticism and competition from rival offerings. Despite some analysts expressing skepticism over its current valuation and growth trajectory, a significant portion of reviews reflects a belief in its long-term potential, suggesting it could recover from its recent downturn. Overall, while MSFT has experienced considerable fluctuations, many industry experts are optimistic about its future, indicating it remains a valuable asset for investors focused on tech.

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Consensus
Hold
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Valuation
Undervalued
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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.
BUY
There’s nothing he could say except that it’s looking very good. If you bought it here, would hold. The chart is looking healthy. It has a little less volatility than other tech names. A gem.
STRONG BUY
He bought it in 2009, so he's taken some profits this year. But they continue to beat expectations. MSFT is the #2 player in the cloud, which continues to grow. He expects MSFT to close the gap with the #1 player, Amazon. They generate a ton of free cash. He sees 20% upside from here.
PAST TOP PICK
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
PARTIAL BUY
He is trimming in accounts with more than 2%. They are doing a great job. 8 times earnings and double digit growth with strong margins. It is not as cheap as it was and a lot of this is factored into the stock price. It is a reasonable price and can be bought in a new position in a small amount.
COMMENT

Cloud is a different way of looking at computing. It's a secular change, and Microsoft and Amazon are at the forefront. In the cloud, "smart" processes are easier because you can use and analyze data more effectively.

HOLD
He really likes MSFT-Q as it sits in the software space in tech. It has good cash flow, is defensible and immune to tariff wars. The darling in the space. Trading in mid-20 PE ratio, but along with a similar growth rate in revenues. He likes the cloud opportunities and subscription services. Just mind the cycle in the market right now. Have a stop to protect yourself.
HOLD
A great company and one of his largest holdings. He love the subscription business. The cloud business is just another natural for them. Over 50% of their sales come internationally. It trades at 30 times earnings and has grown the dividend by 10% yearly. You have to own this. Yield 1.5%
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