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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PAST TOP PICK
(A Top Pick Dec 10/09. Down 13%.) Still likes. Worth somewhere between $35 and $40. Have a lot of new products. An underdog in this environment.
BUY
Sees Microsoft raising its dividend on a regular basis. He is considering buying it. Windows 7 was a success and they have it for the phones. It has growth ahead of it.
PAST TOP PICK
(Top Pick Nov 3/09, Down 7%) still likes it and owns it. Good earnings and growth numbers. They have had some good products coming out.
DON'T BUY
Granddaddy of technologies. Poster boy of the growth cycle. Unfortunately the valuation has fallen because Microsoft’s prospects have also fallen. It’s hard to grow at the rate you would like it to grow.
BUY
He just started buying in August. He feels it is very inexpensive. He sees it as a utility, rather than a growth story. Dividend will go up because they have said so. Likes their prospects in the smart phone area and Windows 7 will be a winning product.
TOP PICK
Reasonably valued and an attractive dividend, which will keep growing. Strong Cdn$ can be used to advantage. Although they have a lot of cash, they recently acquired some debt at very attractive rates.
TOP PICK
No longer a technology company but a utility. Dominant operating system that everybody needs, whether they want it or not. Windows 7 was a big increase in performance. Just increased dividend to 2.6%. Trades at 8X forward earnings. (includes cash on the balance sheet.)
PAST TOP PICK
(A Top Pick Sept 1/09. Up 4%.) Increasing dividends and buying back shares. Windows 7 is a great product. Have a bunch of new products coming out. Looking for a nice upgrade cycle in the next year.
TOP PICK
Generates $20 billion in free cash flow this year and $23 billion next year. Trading at a very low multiple. Returning the free cash flow in the form of share buybacks and dividend increases.
DON'T BUY
Has morphed from being a terrific growth company to being a staid company having a little bit of trouble getting out of its way, little bit of trouble innovating and is being priced for that.
PAST TOP PICK
(A Top Pick Sept 1/09. Up 1%.) Had very strong numbers and Windows 7 is a very good product but the stock does not go up. There should be some change at the top before the stock moves up
DON'T BUY
This could possibly be a value trap because the weaker it gets, the more valuable it gets. Until they start innovating or giving money to their shareholders, they would avoid it.
PAST TOP PICK
(A Top Pick June 12/09. Up 11.87%.) Still likes.
TOP PICK
Released Windows 7 with rave reviews. 75% of US businesses are still using XP. It’s time for an upgrade. Launching a new cell phone later in the year. Into Cloud computing. The x-Box. He is looking for the stock to do well and you get a dividend, which is rear in a tech company.
DON'T BUY
Getting attacked from different directions. Picking up revenues from Windows 7 and the new Office product. If the economy turns, the stock will do better. Better growth opportunities elsewhere.
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