NASDAQ:MSFT

Microsoft Corp (MSFT)

499.86
+12.40 (2.54%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
1793 watching
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Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 129 opinions in the last 12 months.

Microsoft Corp (MSFT) continues to garner mixed reviews from analysts as it navigates challenges within the AI landscape and its software business. While the stock has faced notable volatility, including a recent dip tied to concerns over its increased capital expenditures for AI and underwhelming Azure growth, many experts still highlight its strong balance sheet, solid cash flow, and growth potential in various sectors such as cloud and productivity software. The company's ongoing integration of AI technologies into its offerings, including the Co-Pilot feature, is viewed as a long-term growth driver, despite initial setbacks. There is a strong consensus that MSFT remains a fundamentally sound investment, attributed to its diverse revenue streams and robust market positioning. Analysts suggest that the current stock price may offer a compelling entry point, especially given its historical context and growth trajectory, making it an attractive hold for long-term investors.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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Similar
AAPL, AAPL
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.
DON'T BUY
Has lost its way in the last 5 to 10 years. Would much prefer Apple (AAPL-Q), Cisco (CSCO-Q), Oracle (ORCL-Q) or RIM (RIM-T).
TOP PICK
Windows 7 has done very well and they booked $1 billion in revenues in the last quarter and have another $2 billion they can book in the next little while. Several new products coming out in 2010. Expecting great benefits from the Yahoo deal.
DON'T BUY
As a value investor he has a lot of trouble with technology companies particularly with computer related multiples. Bulk of their cash flow comes from their office products Windows operating systems. Both of these have been under attack. Looks expensive.
DON'T BUY
Would see Canadian dollar at US$1.05 yet. Cloud computing is a huge threat to Microsoft.
DON'T BUY
Going through a pretty healthy product cycle with their Windows 7. This is helping their earnings. Over the last decade, nothing has really happened with their stock price yet their earnings have doubled. Prefers other companies in the tech area.
WAIT
Is below the 50 day moving average but not the 200. Will probably have to wait until next January for it to break out.
TOP PICK
Windows 7 has had very good reviews. They are coming out with more and more products in 2010. Vista was a bad product for them. They have no debt and throw off tones of free cash. A growth spurt could be quite substantial.
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