Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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
review icon
Similar
AAPL
DON'T BUY
A very mature company in the tech space with a decent yield. Growth rate is probably at the high single digit and trading at about 11X earnings. There are probably other places to be in the tech space.
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.
Showing 961 to 975 of 1,355 entries