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.

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Consensus
Buy
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Valuation
Fair Value
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TOP PICK
One of those companies that is in transition phase from when it was a market high growth darling to a more reasonable growth of 15% a year. Has $38 billion of cash on the balance sheet. Has the ability to pay a special dividend or buy back more stock. Trades at about 17 X earnings which is pretty reasonable value.
TOP PICK
Lots of new products coming out next year (the new Xbox, the new windows, new office". Seasonability is good. Technically good.
BUY
Pulling back to some support levels now. Proabably a great short term buying opportunity. A good defensive stock as they have so much cash it looks like a bank.
DON'T BUY
Stock went up about a month ago on the view that there could be a growth in the revenue rate as they launched a bunch of new products. Has now fallen back. Has not participated very well in this bull market.
DON'T BUY
Has been a difficult story and the whole tech sector is expensive. This company has promised a lot, but has not been able to deliver which has really hurt the company. Still have to deliver on their development side and they have a lot of competition breathing down their necks. Not cheap.
BUY
Management is very focused on cost cutting and they have a new product rollout in the last half of this year. This will be a 2006 story. Could grow its revenue by about 10% in thnext couple or three years. A lot of cash and expects increased dividends.
BUY
If you get it at fair value, you get a 9/10% return. Have given a very bold forcast for their coming fiscal year and are really looking at double digit growth. Doesn't expect a special dividend, but a lot more in share buy-back.
DON'T BUY
Likes companies that will grow substantially, but this has become so big that it will be tough going forward to grow substantially. Have lots of cash and are generating free cash flow. If the X Box does well over the next 6 months the stock could do well. Doesn't see much upside in the stock.
DON'T BUY
His model price is $26.60 which is a negative 2% differential.
TOP PICK
Speculation is that they are going to give one of the special dividends again. Buy a $27.50 October Call Option. If he's right the stock will probably pop to $30.
BUY
Looking very closely at this one right now. Looks reasonable. The problem is the huge cash balance and what are they going to do with it.
SELL
Its best days were probably in the past. If a company's share price doesn't participate in a market rally, you should be looking elsewhere. Growth stocks are starting to perform a little bit better, but this stock is not.
HOLD
Had the big run up through the 80's & 90's. Since 2000, flat. Trying to reinvent itself. Feels it's going somewhere with the new convergance. Making deals with other parties. With the large consolidation that it's had, it usually indicates a breakout.
DON'T BUY
Good company, but not a growth company. In the long term, when they take advantage with their relationship with SAP (SAP-N) they can move further into the enterprise. There are faster growing situations that can be invested in.
BUY
Looks interesting. Had 5 years of support at $24. If we are to get a shift in leadership from the commodity into the new economy/technology, Microsoft has to participate. If it breaks through the support level, get out.
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