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
Earnings will be fairly strong because of their Windows 7 and office 2010 product refresh. He is concerned with their long-term sustainability of growth. Even though earnings have doubled over a decade, stock price has stayed flat. Would treat it more as a trade. There is a ton of opportunity for growth in other stocks in the technology space. (See Top Picks.)
COMMENT
Off almost 20% this year so has been disappointing. Google (GOOG-Q) and Apple (AAPL-Q) have been eating their pie in the cloud. Windows 7 is doing very well and there is a major refresh in the PC world and are still 90% of the market. Should push more into the consumer side and into the emerging markets side. Probably a safe time to get in.
PAST TOP PICK
(A Top Pick May 28/09. Up 25%.) Great opportunity for their enterprise side to do quite well. Windows 7 is doing very well and they're coming out with a new office product.
TOP PICK
Really a poster child with their balance sheet, free cash flow and free cash flow growth. Have various new product introductions, cost cutting initiatives. 5% a year share buyback. 2% dividend. Starting to issue debt at extremely cheap levels so have access to cheap capital.
DON'T BUY
More of a mature technology name. Trading at about 13X forward earnings. Long-term market growth forecast is growing at about 11.5%. Could benefit from Windows 7 upgrades. Corporate PC cycle will be a catalyst. Office 2010 is being adopted more heavily. There are other names with more growth in the tech space.
BUY
Prefers others such as Apple (AAPL-Q), Oracle (ORCL-Q) and Cisco (CSCO-Q) but at this price, it is an interesting value. Windows 7 has been widely adopted and Office 2010 has done quite well and we are in a refresh cycle. Good short-term hold.
PAST TOP PICK

(Top Pick May 4/10, Down 10.85%) Sold a covered call option. The call cushioned 3% points, so loss is only 7%.

BUY
Apple has now become the largest tech firm. He owns both Apple and Microsoft. This one is exceptionally cheap. Windows 7 seems to be a hit. Never seen a stock of this type trading at 11x earnings.
PAST TOP PICK
(A Top Pick May 12/08. Up 37%.) Reduced his position a little bit.
DON'T BUY
Doesn't say anything great ahead for this company. Reasonably valued but can't seem to avoid spinning its wheels. Great cash flow but very modest growth.
PAST TOP PICK
(A Top Pick May 28/09. Up 40%.) Great story. Good products coming out. Still a buy.
DON'T BUY
Going through a pretty strong product cycle right now. They have Windows 7 and they're coming out with Office 2010. This may already be in the stock price. No longer a growth stock. A “show me” stock.
PAST TOP PICK
(A Top Pick May 20/09. Up 47.62%.)
TOP PICK
Hasn’t done much since the ‘90s. On the cusp of a huge earnings explosion. Windows 7. XP was a bust. No upgrade in software in 10 years. Their new search engine is the first as good as Google. They now have a smart phone offering. It was a sleeper. It’s getting ready to ‘hockey stick’ its earnings.
PAST TOP PICK
(A Top Pick May 28/09. Up 53.5% excluding dividends.) Still likes because of Windows 7 and other products that are coming out.
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