Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:MSFT

Microsoft Corp (MSFT)

369.96
-9.44 (2.49%)
as of Jun 22, 2026, 6:07:26 pm Market Open.
1786 watching
0
Investor Insights
star iconJun 22, 2026, 12:00 am

This summary was created by AI, based on 120 opinions in the last 12 months.

Microsoft Corp (MSFT) finds itself at a crossroads as it navigates through concerns regarding its AI investments and overall market valuation. Experts express a blend of optimism and caution, noting that while the stock is experiencing pressure from fears surrounding its cloud growth and competition with AI rivals, it remains fundamentally strong due to its solid revenue growth and significant free cash flow. Many analysts believe that the current valuation at around 20-25x forward PE represents a fair price, especially given the company’s projected earnings growth over the next few years. The shift towards subscription-based revenue models and the potential of its AI initiatives, particularly the Azure cloud services, are highlighted as key drivers for future growth. Overall, despite the recent selloff, there's a solid belief in Microsoft's long-term potential, making it a potential buy on dips.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
AAPL
DON'T BUY

Doesn’t own, because it doesn’t have a lot of growth. Struggling. The thing that holds it together is the giant free cash flow yield. Generating 10% free cash flow yield. Windows 8 product is getting good reception and is an issue for them because they have never been really strong on the consumer side. Traction in this area would be good. Doesn’t expect to see miracles. Have competition coming in on their office products, operating systems, storage stuff. Been behind a little bit on developing virtualize solution for application development data centers but are catching up a little bit especially in the mid to low end part of the market.

TOP PICK

Really good hedge if you own other tech stocks with a higher beta. More stable, and staggering free cash flow adding to their war chest. Earnings are doing quite well. Everyone is anticipating Windows 8. It will be interesting because Apple is good for people who consume content but Windows is better at creating content and will open up the iPad market

TOP PICK

Windows 8 and Office 2013 are coming. There is also the Surface (new pad) coming. Trading at 10X earnings. Has $7 of cash. Thinks there will be a cycle upgrade on technology from companies because they avoided the 7 and the Vista. 2.6% dividend yield, which will probably be increased next year.

BUY

Not one of the high growth stories but is a valuation and cash generation story. A 10 multiple is exceptionally cheap. Windows 8 has clearly been a success. Move into the phone market with Nokia has not been as successful.

PAST TOP PICK

(A Top Pick Dec 21/11. Up 100%.) Wrote and April Put at $25. This expired worthless as the stock went up.

BUY

Good company. Very attractive valuation. Still has some earnings growth. For him, this would be a distant 3rd choice in the technology area behind Apple (AAPL-Q) and Google (GOOG-Q).

PAST TOP PICK

(Top Pick Jun 8.11, Up 25.67%) Enterprise software. You can’t run multiple screens off an iPad. His techies have played with windows 8 and say wait for a home computer.

COMMENT
Have tripled their earnings over 10 years but their multiple has been cut by two thirds. Net result is that the stock is basically in the same place that it was 10 years ago. Windows 8 is the thing that is getting him intrigued.
COMMENT
Good company and probably a good valuation here. Windows 8 has proven to be a good advancement for them. Also making headway in the cell phone area. Not the growth profile of some of his favourite tech companies.
BUY
Owns very little. Stock has come to the point where you could add to your holdings. Risk on the downside is that you are going to beat the T-bills. (?) They have a bunch of new products coming forward. Put a Stop under your holdings. Looks okay.
TOP PICK
(Top Pick Jul 4/11, Up 19.11%) Incredibly cheap but has been so forever. What is interesting about it is that Windows 8 is coming out and there has not been a huge cycle upgrade for computers in the last 3 or 4 years. Thinks the surface tablet will do more than investors think. The iPad is an entertainment device. The Surface has a keyboard. It is productive. It is a notebook that is down to a notebook size. They have so much cash and the possibility of increasing dividends, although it is not a dividend play. Expects 15-22% increase including dividends.
PAST TOP PICK
(A Top Pick Dec 21/11. Up 100%.) Sold a $25 April Put, which expired in April. Picked up $1.25.
PAST TOP PICK
(A Top Pick June 23/11. Up 24.79%.) Coming out with a great product line, which is helping them. Windows 8 will be a good product. Not expensive.
PAST TOP PICK
(Top Pick Jun 9/11, Up 25.82%)
COMMENT
Lately there is a lot of hope for Windows 8. Xbox is doing well for them. Getting back into the smart phone business with Windows software is very early days. He is warm towards the stock here.
Showing 901 to 915 of 1,327 entries