NASDAQ:MSFT

Microsoft Corp (MSFT)

500.01
+0.15 (0.03%)
as of Aug 7, 2026, 8:29:39 pm Market Open.
1793 watching
0
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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
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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.
PAST TOP PICK
(A Top Pick Oct 02/18, Down 12%) The time frame since Oct. 2 hasn't been fun. Definitely still really likes MSFT. Their move to the Cloud is not stopping. They don't suffer from user-data scandals, etc. They have built trust: people have been using MSFT products for years. There's tons of growth in the Cloud. He'll keep buying it. They offer growth and less risk than other tech stocks.
BUY
Had a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.
HOLD
Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding.
COMMENT
They did a great job at turning the company around. The software business is ultimately their Achilles Heel. They haven't been able to execute in a meaningful way their hardware business. He would hedge his bets with other tech companies.
TOP PICK
She bought it during the October pullback. Their cloud service is second only behind Amazon. They've transitioned their Office products to become a recurring revenue stream. Definite growth will continue. Strong balance sheet with $7 net cash/share. They can fund their growth without taking on debt. (Analysts’ price target is $125.63)
BUY ON WEAKNESS
The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector.
COMMENT
IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment.
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