NASDAQ:MSFT

Microsoft Corp (MSFT)

401.10
+5.47 (1.38%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
1790 watching
0
Investor Insights
star iconJul 16, 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 resilient player in the technology sector, although it faces challenges primarily related to fears surrounding its AI strategy and competition. Despite concerns about its software business being impacted by AI developments, experts recognize MSFT's strengths in its Azure cloud offerings and productivity software. The company reported strong earnings but has been penalized for ramping up capital expenditures on AI, leading to a mixed outlook among analysts. Many see potential for long-term growth, driven by its diverse offerings and a solid financial position, while some express cautiousness over its current valuation and market sentiment. Overall, MSFT is considered a core holding by several analysts, with recommendations to buy on dips, citing its ability to innovate and adapt strategically to ongoing market changes.

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Consensus
Buy
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Valuation
Fair Value
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COMMENT
This was on his watch list in 2009. Since then it has had resurgence. It is way past where he would look to buy it. This is a leader in its field.
DON'T BUY
In the tech space. Tech stocks to ok from mid Dec until end of Feb. Likes the spider ETF for high Tech but would look to get out at this point.
TOP PICK
Writing an April Put at $25, which will give you about $1.05 today. You're basically taking on an obligation to buy the stock at $25.
BUY
Likes this company. Hasn't been a great performer. Over 3% dividend yield. Trading at under 10X earnings and is still growing its earnings. Great place to be.
COMMENT
A sideways moving type of stock. Earnings growth is not tremendous with a mature technology company like this one. Okay for the dividend of 3.1% but if you are looking for growth, he would prefer others.
TOP PICK
Almost a 3% yield. Trades at 9X earnings with a free cash flow yield of about 11%. Great balance sheet. Windows8 and their phone are great products. Every time an android phone gets sold, they get $5 because of their licensing.
BUY
Doing a lot of interesting things and surprised on the upside. Missed his entry price. Huge push into wireless LAN side. If successful it could be a big boost with MSFT.
STRONG BUY
A top ten holding. Just above 8 times earnings. Lots of growth ahead of it. Stock has gone nowhere for years. Earnings increased 4x over last 10 years but stock price has gone nowhere. Fundamentals are way above the price of the stock. Window 8 next year is pretty exciting. Dominant market share. A pretty good place to hold your dollars these days. Fair market value is about double and a 3% yield while you wait.
PAST TOP PICK
(A Top Pick Sept 29/10. Up 13.74%.) Just increased their dividend and he expects them to continue this.
TOP PICK
Good dividend yield of 3%. Actually doing a lot of things that the risk on the downside is very limited but the upside risk (?) is potentially high. A rash of new products coming out. Very low multiple at 10X earnings. High free cash flow yield of 10%-12%. Great balance sheet. Give a lot of money from Android on patents.
BUY
Not the type of stock he buys. Wants higher growth. But technically all these tech stocks topped out in 2000, while growth rates have been slow. MSFT has grown earnings much more, multiple is quite low. It will under perform if tech stocks do extremely well. It is safe, though
TOP PICK
Tablets are here to stay and this company is not going to benefit but he has yet to see anyone that can run their business on a tablet. Companies are in a replacement cycle. 2.5% yield and wouldn't be surprised to see another dividend increase.
TOP PICK
Cheap stock. There are a lot of good stories coming out of this company. Free cash flow yield of 13%. Dividend yield of almost 3%. Cheap at 8X earnings.
PAST TOP PICK
(A Top Pick Aug 10/10. Up 2.25%.) AAA balance sheet. Generating a huge amount of cash. Wouldn't be surprised if they came out with a great tablet that links the Xbox to the Windows operating system.
BUY
He almost bought yesterday. 50% of all business spending is on technology and half of that is on software. Buy back stock, increased dividend, and reasonable valuations. Would not hesitate to buy.
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