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
Has come off with all of the tech but also came off after they announced plans to acquire Yahoo (YHOO-Q). When they have not been the leader, they are prepared to pay money to get in to be a significant player. With this purchase, they are taking out the competition and will be a significant player in the search and online advertising business. Good solid earnings grower.
BUY
For a self-directed RRSP, this is the kind of a stock to have. The company is focused on returning more money to the shareholder. Their Xbox is doing well although it's a very competitive market and may not do as well a year from now. Good long-term play on the increasing use of technology on a global basis.
BUY
Reported earnings better than expected. Will do well in the upgrade cycle. The Xbox business is going to do well for them. Has a great office product. Not trading at a huge multiple. Great balance sheet. Lots of cash.
COMMENT
Been doing fairly well for quite a long time and yet stock hasn't. Been in a trading range. Valuations were growing at about 10%-12% but multiples were too high. Takes a long time for multiples to come back to reality but thinks they have now done so. If he had to choose amongst technology, he has a world of choice and this one probably would not be his top one.
BUY
Their office suites and Vista continue to do well and dominate the market. Have grown more than 15% in the most recent quarter and the stock does not reflect that. Dividend is growing.
BUY
This is a cash flow machine. Indications are that the dividend is going to keep on increasing and they are dedicated to get that money back to the shareholders. Because of concerns about the Cdn$ and US stocks in general and the effect of a possible recession, he sold his holdings. Thinks the current price is attractive.
TOP PICK
Had a big improvement in their earnings and sales growth in the last 3 quarters. There has been some very heavy buying come into the stock allowing the stock to clear a 7-year range. The stock is hanging in nicely. As long as it stays above $32 it has a very good chance of becoming a big leader in the next rally.
TOP PICK
Has had a nice jump in earnings growth in the last 3 quarters. Holding its ground close to its high in the $33-$34 range. Good fundamentals going with it.
BUY
He likes the stock. It has been flat for a while. There is some concern that technology is moving away from Microsoft. However, Halo 3 and Office Suite have done well. The company has done well, they are well positioned good cash, good evaluation and aggressive with awarding shareholders.
WAIT
Fair market value for the stock is probably around $35. Has over $30 billion in cash that can be distributed. Expect there will be a little bit more downdraft in the short term.
BUY
With the high Cdn$, this is a good time to make an entry. Chart looks like it is just beginning to break out to new highs. In Cdn$ terms you are buying it at a huge discount.
BUY
Thinks conservatively it can get to $35. Forecasting 15% earnings growth. Growing dividends and buying back stock.
DON'T BUY
Had a huge run. Just launched its new Vista software. Have a lot of cash and keep buying back shares. Can't see a lot of upside in this one.
STRONG BUY
Started buying in 2005. Likes it. Vista sales have been strong and corporate units are strong. Moving into the Server market.
DON'T BUY
Has too much cash. Like a sumo wrestler in the Boston marathon. Vista hasn't been well received. Because it's fighting an uphill battle against the Canadian dollar and it has so much weight (which will slow the stock value changes) he wouldn't.
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