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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TOP PICK
7.9 free cash flow yield along with a dividend yield. Windows 7 is working out and thinks corporations will be moving to this. Have new products coming out. Trading at one of the lowest multiples ever. Tons of cash. Worth $40.
BUY
Caller: January/2011 $35 Call. Answer: This is a pretty bullish position. He suspects this is probably trading around $1 so that would be all you are risking. LEAPs (Long Term Equity Anticipation unit) tend to be under priced relative to the associated move on the underlying stock. If you're really bullish on this, this is probably a good way to play it.
DON'T BUY
Has lost its innovative edge in the last few years. Prefers others in the technology space.
TOP PICK
Thinks it is a cheap stock. They have a bunch of products coming out over the next little while. You are going to be able to tell that they are a growth company in the next 6-8 months. Windows 7 will get a great reception. A very different company than two years ago. Everyone has this massive light on Google and no one likes this one.
BUY
(Market Call Minute.) Looks like it could go higher. Windows7 looks like an interesting product.
DON'T BUY
Not a stock they have liked nor will like for the foreseeable future. Revenue from windows 7 will not change it. It’s lost its way through lack of innovation.
TOP PICK
Very cheap story at 15X earnings. Windows7 is coming out this month and Office is coming out in the new year. Market is placing zero value on their online services.
HOLD
One of the great companies of our generation. The law of big numbers is certainly a big issue with it. They are a cash machine, but the market wants growth. No prospects for growth so multiple is dropping.
TOP PICK
Huge product cycle coming out over the next 6 month. New office product coming out in new year. Vista was a terrible product and they learned from that. Very competitive. It’s cheap.
DON'T BUY
(Market Minute) Disappointed in. They did a disappointing job in their latest acquisitions.
DON'T BUY
(Market Minute) Disappointed in. They did a disappointing job in their latest acquisitions.
DON'T BUY
Great company but not enough of a catalyst to move the stock. Still struggling to find its way and getting left further and further behind.
WATCH
Acquiring Yahoo and not having to give up a lot for it. Coming up with the launch of Windows7 in October and there is a pent-up demand for a new operating system that won't be reflected until 2010-2011. Earnings were disappointing.
TOP PICK
Nice upgrade to their product suite is coming. Changing mix a little to become more oriented to the online community. Early success of their Bing search engine may suggest a challenge to Google (GOOG-Q). Any growth in the economy over the next little while will help push this along. Looks cheap relative to the S&P.
BUY
Multinational company that has operations everywhere. Has been a dreadful stock over the last 10 years but churns out cash like anything. Triple A borrower. It is the utility on the operating systems of PCs. Coming out with a new edition which sounds quite good.
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