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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
AAPL
BUY
Earnings have more than tripled over the past 10 years and yet the stock is down 10%. Not the growth company it used to be but is the dominant operating system and generating substantial amounts of cash. Has some decent growth again.
DON'T BUY
Stock hasn't done much. They're stuck in the trap looking for the next great thing, which they have not done yet. Questions their purchase of Skype with the high price they paid for it. Company needs rethinking. Cheap and making tons of money and will probably pay a good dividend. There are better tech companies available.
BUY
Down at a very low valuation level compared to its long history. His Fair Market Value is far ahead of the current price. Fairly low risk.
TOP PICK
Trading as cheap as it ever has. What is exciting is that the new Office release is going to be taken up. Also entering into the Cloud space. Trading at 12X, which is reasonable. Looking for a 15% rate of return annually.
TOP PICK
Huge potential upside. One of the issues is where they are trying to be a retail company when they are an enterprise company. Came out with good products recently that they weren’t given credit for. Deal with Nokia and Skype will at least grow their share in the mobile business. Cheap stock, 2.7% yield.
BUY
Good dividend yield. He intends Buying fairly soon as it is trading at a pretty low multiple at under 10X earnings. As long as consumer spending doesn’t go down the drain completely, there will be a nice upgrade cycle for it. Could easily trade at $26-$27 in a positive market environment.
COMMENT
Naked Put option price. How is price affected in the event of a one-time dividend? The options clearing corporation will adjust the strike price.
TOP PICK
Model price $37.48, 56% upside. Hasn’t moved anywhere in 10 years. Employees with stock options are leaving, etc. They have to do something. He looks for something to happen as a catalyst but he doesn’t know what it will be. It is a good opportunity with earnings as predictable as they are.
TOP PICK
Free cash flow yield in double digits. No net debt and 10 times earnings. Feels it is lower risk than US government debt.
DON'T BUY
So large that it is tough to do anything internally that will move the needle. Good franchise and have done some good things but even though earnings have probably doubled in the last decade, earnings have halved.
DON'T BUY
Down 13%-14% in the last year. Chart shows it has really meandered and flat lined. Raised its dividend but to him this usually means there is not of growth left in the company.
PAST TOP PICK
(A Top Pick June 23/10. Up 1.78%.) Trading at 8X forward earnings net of cash. Still likes.
TOP PICK
Earnings last week met expectations. PC sales were slow but they are moving away from exposure to PCs. Are going enterprise and x-box. The market has been way too pessimistic.
BUY
Trading at 8 or 9 times next year’s earnings. Good dividend, which he expects will continue to grow. Management will continue to buy back stock. Over a 2 year time frame you should easily be able to earn a 10% compounded rate of return. Becoming a dominant player in Cloud computing.
WEAK BUY
Has a pretty good valuation. Very cheap and pays a decent dividend but the growth and their ability to capitalize on all their cash flow hasn’t come to fruition over the last several years. Trades at 11X earnings.
Showing 961 to 975 of 1,339 entries