Microsoft Corp (MSFT) Buy, Sell or Hold

Microsoft Corp (MSFT)

534.79

+12.18 (2.33%)

as of Oct 9, 2026, 8:07:35 pm Market Open.

1799 watching

DON'T BUY

Beat on bottom and top lines. Cloud business is 1/3 of the company. Growth being driven by migration to the cloud. Not a good entry point, valuation's too high for its growth rate. More compelling are Amazon, Google, Alibaba.

HOLD

The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.

BUY

They're into themes--cloud, software, gaming, social media (LinkedIn)--with strong tailwinds. He likes MSFT. Valuations have risen a bit (Google and Facebook have pulled back). MSFT's growth isn't as attractive as those two, but investors love their runway of growth.

STRONG BUY

Loves it. MSFT is still misunderstood: MSFT is actually part utility, because you must pay MSFT once a year to use their services, just like you would pay a utility regularly. Guarantee income. Also, the cloud business still has enormous room to grow.

BUY ON WEAKNESS

Possible summer pullback? Absolutely, you may be able to buy it back cheaper this summer -- around $120. If you plan to take profit, don't sell all of it -- only a portion. It gives you some flexibility. This stock has to be a core holding in any tech portfolio. It is so consistent.

BUY

For a TFSA And Google. Both have good room to grow. MSFT has defensive, stable earnings growth with lots of diversification in many markets. Buy either or both for the long-term.

PAST TOP PICK

(A Top Pick Jun 08/18, Up 25%) Software service with a recurring membership fee is doing great. They are seeing 20% growth in revenues and he expects that to continue. Software is not in the cross hairs like semi-conductors and other computer equipment.

BUY

Their cloud offering is really a force to be reckoned with. A name he missed.

COMMENT

China-US trade war is having an effect on entire tech sector. It's a bit more immune to it, but he wouldn't be stepping in front of this train. Perhaps a bit more defensive as a tech in terms of its scope.

BUY

It is big and liquid and has a solid balance sheet. They have an improving margin profile. The 365 initiative involves paying monthly or annually instead of upgrading whenever they remove support for old versions. They are a major cloud computing enabler. This gives them lots of recurring revenue at high margins. To some extent they are turning the company into a utility.

TOP PICK

Sleep at night, buy the company. Expensive but they are growing in their cloud business. Earnings growth is accelerating. they have a 30 multiple into next year. (Analysts’ price target is $144.00)

BUY

Growth potential? Owns it and would buy it here. Thinks it's a great company. After 2000 the technology shifted to the consumers as opposed to the enterprises. Now the big issues in technology are really enterprises based, whether it's the cloud, AI, cyber security, machine learning, etc. those are all big things happening in the cloud and that has to have a lot of scale and the easy choice has always been to pick Microsoft.

BUY

He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.

TOP PICK

She likes their position in the cloud business, second behind Amazon, but gaining market share. They're transitioned many products to a monthly recurring revenue stream--good. They have a strong balance sheet. Valuation is 25x forward earnings, but she expects them to grow earnings in the double digits. (Analysts’ price target is $144.00)

WAIT

Likes it, keeping an eye on it. Would like to own some if it gets beat up enough. CEO is doing positive things. Leveraging Windows platform vertically. Gaming business will continue to grow. LinkedIn has more monetization opportunities. Reasonable valuations.

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