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Nervous markets await NvidiaThis 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.
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.
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.
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.
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.
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
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.
Microsoft Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Microsoft Corp.
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.
12 stock analysts on Stockchase covered Microsoft Corp In the last year. It is a trending stock that is worth watching.
On 2025-04-25, Microsoft Corp (MSFT-Q) stock closed at a price of $391.85.
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.