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NASDAQ:MSFT

Microsoft Corp (MSFT)

505.06
+8.69 (1.75%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
1796 watching
0
Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 132 opinions in the last 12 months.

Experts have mixed opinions on Microsoft's current position, particularly in relation to its AI initiatives and overall valuation. While some analysts express concerns over the performance of its Co-Pilot AI and the potential risks from competitors like OpenAI and Anthropic, others highlight the company's strong financial position, significant free cash flow, and robust revenue growth, particularly from its cloud segment, Azure. Many agree that the stock has become attractive at current price levels, with valuations ranging from fair to undervalued due to its solid business fundamentals, ongoing investments in AI and cloud infrastructure, and potential for future growth. Amidst the uncertainties in the tech sector, they believe Microsoft remains well-positioned to adapt and thrive, even as it navigates the challenges posed by the evolving AI landscape.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
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DON'T BUY
Was on the cutting edge for years and years but seem to have lost their way a little bit. Still a great company and generating revenues. Growing at a lot slower rate than some of their competitors.
SELL
There will be a better chance to buy this company. He is standing on the sidelines right now.
BUY
Really cheap at these levels. Great company and great earnings story. Have an absolute whack of cash.
COMMENT
Back and forth with Yahoo (YHOO-Q). One of the strangest takeover battles she has ever seen. Very cheap on an earnings basis. Expect they will start to return more cash to the shareholders. Have some challenges with their Internet strategy. Probably a non-performer until the Yahoo situation is firmly resolved.
DON'T BUY
Has gone through a tough time with the change in management. Vista launch was not as strong as hoped. Attempted unsuccessfully to acquire Yahoo (YHOO-Q). Not yet clear what they want to do.
DON'T BUY
Not a big fan of this one. Trades at a very low multiple and has lots of cash but they seem to keep shooting themselves in the foot. Their approach to Yahoo (YHOO-Q) hasn't worked so far.
COMMENT
Becoming like a utility. Has recurring revenue and will eventually have a utility type yield.
DON'T BUY
Any time a company of this size says they need to spend $45 billion to remake their business model, it raises questions as to how robust is their business. Their Vista product has not been very successful.
DON'T BUY
Lots of good choices in the US technology space. Company is obviously a huge successful one, a cash cow bringing in a tremendous amount of cash each year, but it is coming off a product that is becoming older and older technology. Desperately trying to move into the Internet age. Better opportunities such as Google (GOOG-Q), Cisco (CSCO-Q), Oracle (ORCL-Q) or Apple (AAPL-Q).
PAST TOP PICK
(A Top Pick Nov 21/07. Down 13%.) Was not bound as much as other stocks during the Bear but it’s obviously not coming back either. Clearly the issue with Yahoo (YHOO-Q) is hanging over its head. Can't see any catalyst in the short run. Still a Hold for a few months and if it doesn't do anything, get rid of it.
BUY
At the sub-$30 level, you want to take a look at this stock. About to introduce some virtualization software, which will allow them to steal some market share from VMware(VMW-N). Buy it under $30 and if it reaches $36, take some money off the table.
WATCH
They are in a situation where they are attempting a takeover and a lot of things are happening there. They are a high growth company now based on their earnings report over the last 3 or 4 quarters. If it starts to move over the $29 or $30 area he would be a buyer.
DON'T BUY
Fairly valued and would not rush out to buy it. They seem to be bungling the Yahoo transaction.
WAIT
A very cash generative business. Nice dividend yield of almost 2%. Not expensive at 15X next year's earnings. Attempting to acquire Yahoo (YAHOO-Q) and hedge funds are getting involved, creating some volatility, so there is no rush to get into this stock yet.
BUY
Stock is down because they made a bid to acquire Yahoo (YHOO-Q). He believes the down side is close to $25 and low $40's on the upside. On a risk/reward, the upside is greater than the down side.
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