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NASDAQ:MSFT

Microsoft Corp (MSFT)

505.06
+8.69 (1.75%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
1796 watching
0
Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 132 opinions in the last 12 months.

Experts have mixed opinions on Microsoft's current position, particularly in relation to its AI initiatives and overall valuation. While some analysts express concerns over the performance of its Co-Pilot AI and the potential risks from competitors like OpenAI and Anthropic, others highlight the company's strong financial position, significant free cash flow, and robust revenue growth, particularly from its cloud segment, Azure. Many agree that the stock has become attractive at current price levels, with valuations ranging from fair to undervalued due to its solid business fundamentals, ongoing investments in AI and cloud infrastructure, and potential for future growth. Amidst the uncertainties in the tech sector, they believe Microsoft remains well-positioned to adapt and thrive, even as it navigates the challenges posed by the evolving AI landscape.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
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DON'T BUY
This company is fine, but if you are looking for growth wait to see the Top Picks. Has about 1.5% yield. Trading at a very reasonable multiple at 10-11 times earnings. There just isn't the growth that you would see in some other tech stocks.
DON'T BUY
There are a lot of good technology companies. Have actually done a fairly good job in terms of new products. Coming out with Windows8 later this year. Have done a good job on the gaming side. Has become a very large company and the needle doesn't move so easily.
TOP PICK
Cheap. Likes the story. Great balance sheet. 11x earnings, 2.6% yield. April 19 numbers come out. You will get better PC demand, which will help them. Windows 8 coming out late summer or call but is a 2013 story. A lot of good products coming out and every one is concentrating on Apple. Made an effective job of changing their business.
TOP PICK
The ugly duckling. Apple gets all the news and MSFT doesn’t. It is a good story right now. There will be great momentum because of new products. Not an expensive stock. Great balance sheet. Windows and the office suite are a very good franchise.
DON'T BUY
In the last decade they doubled their earnings, but their multiple has halved. They are at 9 or 10 times earnings. Market is looking at windows 8 and saying they should give the company another chance. He things they should be viewed as a utility. There are so many good choices in technology.
BUY ON WEAKNESS
Don’t look backwards when investing, look forward. They are coming out with a new Xbox in 2013 as well as Windows 8. He would buy CSCO at these levels or would look for a better entry point lower for MSFT.
TOP PICK
Large cap technology has been out of favour for 10 years. Have gone through a revaluation. Multiples got compressed from 60X earnings to 10-11 times. This company is into a new product upgrade cycle, which opens up touch screens, tablets, ultra books (?).Strong growing cash flow and a growing dividend makes it attractive. Cheap.
BUY
Much slower growth profile. Will transition into a much bigger dividend payer. You can make some money in a trade. It’s a total return story. If you don’t see growth from here then it is a transition story.
BUY ON WEAKNESS
Had a nice run so would wait for a little bit of a pullback. There are better opportunities in a couple of other technology names but this is doing quite well. Windows 8 is coming out, which could help. Trading at 10X earnings and has a stack of cash on the balance sheet. Beautiful dividend increaser.
TOP PICK
Has some really great products coming out in 2012. Trading at 11X earnings. Windows 8 is coming out for tablets as well as for PCs. Good dividend. Made some good acquisitions.
DON'T BUY
Has really done nothing for a decade. But if you go back, their earnings were half of what they are today. They were a growth stock then and are now almost a utility. It’s a matter of debate as to whether they will do well in 2012. Go to Apple, Google or Oracle.
BUY
Terrifically undervalued. 2.6% dividend. 9x earnings. Huge cash horde on balance sheet. Terrific grower. Trading at discount to market. Better balance sheet than average company. Could jump 30-40% in next couple of years.
COMMENT
Warm towards this one. Was out of favour for a decade. Now getting their act together. Operating system for smart phones is just getting going is supposed to be very good. A new operating system should be coming out so there should be a good upgrade cycle.
DON'T BUY
Will Windows 8 for PC’s and Mobile push the stock higher? That is the big question. They have to be in the mobile world. He hears good things about Windows 8. We won't know until we see it on handsets and what they're going to do on the tablets.
DON'T BUY
Has had a good run over the last 20 years. From a longer-term value perspective, is going through a transition. It needs to transition into a either a slow mature growing stock or has to find a catalyst for higher growth. Won’t be a big growth story in the next 2 to 3 years.
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