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Investor Insights

This summary was created by AI, based on 68 opinions in the last 12 months.

Microsoft Corp (MSFT) continues to be viewed positively by a range of experts, with a strong emphasis on its leadership in artificial intelligence (AI) and cloud computing sectors. Experts acknowledge the company's robust financial position, citing its substantial cash reserves and recurring revenue streams. However, there are concerns over its high capital expenditures, especially in AI, and how these may impact future margins and free cash flow. The stock has experienced a recent stagnation in price appreciation, prompting speculation about upcoming catalysts for growth, including potential surges in Azure's performance and advancements in quantum computing. Overall, experts suggest that MSFT is a solid long-term investment despite concerns over its current valuation and market performance during the challenging tech landscape.

Consensus
Buy
Valuation
Overvalued
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.

BUY

He has owned this for a long time. The issue is partly AI and worries about how it can use AI effectively. Also its $80 billion in capital expenditures. This can hurt margins and free cash flow but Capex is coming down. It is big on the institutional side and we should see the value of that next year.

BUY
What is the catalyst to break its stagnancy?

One, a monster quarter, which he expects including a little lift in their Azure cloud business. MSFT is talking a lot about quantum computing, and a lot of people see them as the reserve for quantum (and be the Defense Dept.'s go-to for quantum, which he doesnt buy), but estimates in this area are low, which could be another catalyst.

TOP PICK

Stock pulled back 6% on the January reporting, attractive entry point. Cloud computing grew 31% instead of the 32+% expected. She thinks 31% is still pretty decent. Spending on data centres increased quite a bit. Management believes growth will pick up in latter part of this year. 

Tends to invest in a company, such as LinkedIn, before it becomes mainstream. Early investment in AI as well, and well positioned to ride that wave. Strong balance sheet, recurring revenue stream. Yield is 0.8%.

(Analysts’ price target is $506.15)
HOLD

He's long owned this, a major position, and will ride through its peaks and valleys long term. A solid company, trading at a much-lower PE than Nvidia. They will benefit as AI gains more usage. Likes it. 

WAIT

After the bell, they delivered a strong overall quarter. But investors looked closely at the constant-currency revenue growth of Azure, which slightly missed. Don't do anything until hearing the conference call first (happening now).

BUY

Must own company. Company has done a fantastic job. Very good management team. Ability to generate cash flow incredible. Could see a correction in the stock price - but is excellent company for the long term. 

PARTIAL SELL

A wild card. He's sold some of his shares lately. They're building a lot of data centres, but their AI PC failed (so far) and possibly there's fallout with OpenAI and possibly CoPilot will disappoint. If MSFT didn't have such a huge installed base, he would have sold all his shares.

BUY

He trimmed shares late last year and placed hedges in effect through March. The company got ahead of itself. The CEO in the last 2 conference calls pushed too hard AI, though they are a company can roll out AI enhancements to their Office 365 an cloud products. Also, they are vulnerable to European anti-trust moves. He himself won't buy it now, but you can buy it for the long term. He's up 60% on it over the last 2 years, so he's being prudent. It has burned off a lot of excess and sees it falling below $400 in a sloppy market. It will be capped at $450.

Showing 1 to 15 of 1,185 entries

Microsoft Corp(MSFT-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 8

Bearish - Sell Signals / Votes : 8

Total Signals / Votes : 19

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, 19 stock analysts published opinions about MSFT-Q. 3 analysts recommended to BUY the stock. 8 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?

19 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 2025-03-19, Microsoft Corp (MSFT-Q) stock closed at a price of $387.82.