NASDAQ:MSFT

Microsoft Corp (MSFT)

391.10
-10.00 (2.49%)
as of Jul 17, 2026, 3:35:47 pm Market Open.
1790 watching
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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 not cheap now, but you're buying quality and recurring revenue, plus sustainable earnings. A great chart with momentum. This meets his criteria. A great company.
BUY
What one tech stock to buy? MSFT or Cisco. MSFT is the poster-child of the sofrware side with fantastic management and delivers logical guidance. Cisco he likes for supplying in the big 5G deployment. Recently beat earnings.
TOP PICK
MSFT trades at 21x earnings and pays a nice dividend that will grow. Their issue is that MSFT is an enterprise company dealing with large companies. People are moving a lot more to the cloud. This will make huge margins through Office 365, cloud and their LinkedIn purchase. As more people go to the cloud, they'll need help which is where MSFT steps in. MSFT will slowly grow and pay a nice return. This has held because of good earnings. Great prospects. (Analysts’ price target is $126.17)
TOP PICK
It is a core holding. It is a little expensive but they own the small business market. The cloud positions them well. The growth will accelerate as movement to the cloud continues. (Analysts’ price target is $126.34)
PAST TOP PICK
(A Top Pick Jan 31/18, Up 13%) There is a secular theme in software as a service, as well as the cloud and this one is right in the middle of this. They are the absolute leader in their space. It pulled off its highs, but as one of the last stocks to sell off, it is a company you can buy here and hold it for 2 to 3 years.
BUY
An excellent company with a strong long-term record. Stable earnings and cash flow generation. Consistently grows. Recurring revenue with high margins. It's not as cheap as it once was. He added during the last earnings when it pulled back.
TOP PICK
They have such a good quality office program that they are moving to subscription based. They are becoming the lead in cloud and storage centers. They should be able to grow at 15-20% each year and could double in the next 4 to 5 years. (Analysts’ price target is $125.59)
BUY
The Cloud business has been strong in past years, but has slowed down a bit as late. Also, the PC market continues to decline. That said, MSFT will continue to transfer to the Cloud, but long-term they should do well. If you own this, hang tight. There could be a short-term hiccup, but you can accumulate shares for the long term.
COMMENT
Looks okay. It's recovered from its dip and it wasn't away from its consolidation of $105. The upside will be limited. Earnings come out tomorrow. He'd guess buy it AFTER the earnings. If it falls below $100 it'll be tricky, but if it break above the upside will be limited. It's a good way to diversify the portfolio. An ETF with this is a safer bet. It may consolidate around $110.
PAST TOP PICK
(A Top Pick Nov 01/18, Up 1%) The longer term trend is up. He has owned this one for a while and he thinks they will own it in the foreseeable future.
TOP PICK
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
BUY
Just added on the recent pull back. Well positioned in terms of the cloud services and they did a good job in terms of transitioning to a subscription model for their Office programs. Lots of cash in their balance sheet and recurring revenue streams.
COMMENT
U.S. banks: BAC, Citi and JP Morgan, sell one to buy MSFT? Citi has more upside. Sell JP Morgan--it's a bit of a guess, really. MSFT has had such a great run, so be careful. IBM is better at this point.
PAST TOP PICK
(A Top Pick Jan 05/18, Up 16%) It is a great company and is in a great position now. They are moving their office products to on-line. They have this growth trajectory. They and AMZN-Q are the two big player in the cloud. MSFT-Q already has the customer base. It is at about 25 times earnings but revenue and earnings growth are strong. It will go to $120-$125.
BUY
DIS-N vs. MFST-Q. DIS-N is a fine company. He has been examining it carefully for the last few years. He likes the acquisitions but has not pulled the trigger. They intend to build a platform to compete with Netflix and he needs to know what that will cost will be in order to project future revenues. He owns a lot of MSFT-Q and prefers it. It is an easy stock to own because they are one of the three leaders in cloud computing. It will have recurring revenues. It will better survive a recession.
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