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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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.
DON'T BUY
Earnings have doubled in the last decade, but prospects for growth have gone.
DON'T BUY
Not a huge fan of this stock. Looks very cheap on the surface creating at around 14X earnings and stripping out the cash you get it down to a round 12 or 13 times earnings. Feel the company is being attacked on all fronts and hasn't responded as well as he would like.
PAST TOP PICK
(A Top Pick Feb 24/09. Up 67.84%.)
TOP PICK
As well positioned as we have seen them for the last 10+ years. Windows 7 is a winner and is leading to a refresh product cycle. Have generated a mountain of cash. Only trading at about 11X forward earnings.
BUY ON WEAKNESS
Not a bad name if you are looking for income and growth. This is the dominant force in operating systems and productivity software. Windows 7 is driving the great earnings. Have their fingers in a lot of pies and they have great software. 2% yield and have a lot of cash.
PAST TOP PICK
(A Top Pick May 12/09. Up 47.7%.) Continuing to do very well especially with their launch of Windows 7. Expect people will be upgrading to the new software.
TOP PICK
In the mist of benefiting from a structural reset in margins through cost cutting. Thinks it has plenty of room to run. Shares are worth high $30s. It doubled earnings over the last 5 years. Risk/reward tradeoff is compelling.
TOP PICK
Windows 7 had good reviews and will be coming out with a lot of products over the next year. 1.6% yield. Trades at 16-17 times earnings. Great potential for good upgrades in the earnings.
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