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Investor Insights

This summary was created by AI, based on 73 opinions in the last 12 months.

Microsoft Corp (MSFT) continues to be viewed as a strong player in the technology sector, bolstered by its enduring business model rooted in essential software products and an expansive cloud business. However, there are mixed sentiments regarding its AI initiatives, with concerns over the effectiveness of offerings like CoPilot and challenges surrounding its partnership with OpenAI. Despite recent stock price fluctuations and missed earnings estimates, many analysts maintain MSFT as a must-own stock due to its generous cash flow, strong balance sheet, and strategic investments in AI and cloud technologies. The company is recognized for its recurring revenue model and has a solid historical performance track, making it a desirable investment prospect amid ongoing market uncertainties.

Consensus
Buy
Valuation
Overvalued
WEAK BUY
MSFT vs. META

A month ago, he reduced his tech holdings a lot. Thirst for AI continues pretty strong. Economic environment would have to be pretty tough for this name to go down too much more, but that could happen.

Both names are great. MSFT is a bit more expensive. META can suffer more on advertising if we go into a tougher economic environment. If you're confident that Trump wants to win the midterms and wants to be popular, and that we're going to avoid the worst-case outcome, you can buy both at these levels. Between the two, META gets the nod.

WATCH

They report Wednesday. They've disappointed 3 straight quarters, with soft outlooks after delivering solid results. Co-Pilot needs to gain serious traction while data centre spending stays strong, but not too strong, and hopes that Azure resumes acceleration. If it misses once more, this will be punished.

BUY

Fundamental resilience is near the top of the Mag 7 pack. Sticky, mission-critical services. Fell on generalized market weakness. Continues to grow at compelling mid-high teens pace. Flexing pricing power with subscription renewals. Cloud business still growing, but at a decelerated pace. Own for the long haul.

PARTIAL BUY

Has a durable business with Office software essential in the workplace. Their large cloud business adds to overall growth. Is -24% from highs, the best among the Mag 7 during this tariff war. However, its CoPilot isn't successful and they are breaking up with Open AI. At 27x PE, you can buy some shares now.

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TOP PICK

We expand economic opportunity and growth for all. Economic growth and opportunity must reach every person, organization, community, and country. This starts with ensuring everyone has the skills to thrive in a digital, AI-enabled economy, and extends to empowering nonprofits, entrepreneurs, and other organizations to digitally transform and address society’s biggest challenges. Social media mentions are up 467% in the past 24h.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

MSFT recently reported a 170% increase in its AI and cloud services segment.  It is a key player in the space and a solid company to own.  It has been prudently using some of its cash reserves to buy back shares and retire debt.  It supports a ROE of 34%.  We recommend setting a stop-loss at $340, looking to achieve $505 — upside potential of 29%.  Yield 0.8%   

(Analysts’ price target is $504.89)
BUY

Shares are back to July 2024. Will this be closer to $300 or $500? The easy answer is $500. $300 would mean a lot of fundamental concerns on the macro side of the market. Look for guidance ahead. Are they still on schedule to spend $13 billion this year? And what will they get in return for that? Their last Q4 revealed that their AI business surprisingly surpassed their revenue run rate of $13 billion, which was a lot sooner. Companies like this are spending alot, but they are making money back in AI.

DON'T BUY

Its AI platform isn't that impressive, and MSFT has missed estimates 3 times now. It will stay a dog if it misses again.

PAST TOP PICK
(A Top Pick Mar 10/23, Up 57%)

People are taking profits in the Mag 7. Still a top pick. AI-cloud dominance and smart investments are driving their growth. Financial strength keeps them steady in uncertain markets. Her price target is $480, another 25% upside. You could add to your position now.

BUY

MSFT is phasing out Windows 10 and pushing the 11 upgrade.

BUY

Priced well now. They will and are participate in AI. A great operator.

BUY

You're buying this at a lower multiple as recently as January. If you think earnings will hold up as well as AI and data centre spending, this makes sense.

TOP PICK

They have lots of cash and downside protection; their office products are monopolistic. Also, growth comes from gen AI and the cloud. Is a defensive play. Yes, they had a period of dead money, but the price is now attractive.

BUY

One of the Magnificent 3 he owns out of the Mag 7. Likes the secular opportunity in cloud computing via Azure, plus entrenched dominance in business and household applications. Stalwart grower, undemanding valuation.

TRADE

He's selling a March covered call, $420 strike, and expiring March 21.

Showing 1 to 15 of 1,193 entries

Microsoft Corp(MSFT-Q) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 12

Stockchase rating for Microsoft Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Microsoft Corp(MSFT-Q) Frequently Asked Questions

What is Microsoft Corp stock symbol?

Microsoft Corp is a American stock, trading under the symbol MSFT-Q on the NASDAQ (MSFT). It is usually referred to as NASDAQ:MSFT or MSFT-Q

Is Microsoft Corp a buy or a sell?

In the last year, 12 stock analysts published opinions about MSFT-Q. 4 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Microsoft Corp.

Is Microsoft Corp a good investment or a top pick?

Microsoft Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Microsoft Corp.

Why is Microsoft Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Microsoft Corp worth watching?

12 stock analysts on Stockchase covered Microsoft Corp In the last year. It is a trending stock that is worth watching.

What is Microsoft Corp stock price?

On 2025-04-25, Microsoft Corp (MSFT-Q) stock closed at a price of $391.85.