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NASDAQ:MSFT

Microsoft Corp (MSFT)

379.05
-0.35 (0.09%)
as of Jun 18, 2026, 11:59:42 pm Market Open.
854 watching
0
BUY
It will make its numbers no matter what and will blow them away if corporate sales pick up. FAANG and MSFT have been held back by inflation fears, but if wage inflation doesn't pose a problem, then these stocks can get a new lease on life.
HOLD
Recent pullback just part of the general tech pullback. Not as cheap as it once was, but relative to some of its peers, it's reasonably valued. Dominant franchise. Phenomenal long-term company. If you've had significant profits, you may want to take some off the table, but a great long-term hold.
PAST TOP PICK
(A Top Pick Mar 13/20, Up 51%) They've benefitted from work-from-home. She's been buying this around $230. Their cloud business is doing very well, growing strong. They transformed their Office software to a subscription model. She expects double-digit growth in the topline as their cloud business continue to gain market share. Definitely buy on pullbacks.
COMMENT

They both have good growth rates and are looking good at these levels. Still pretty expensive. Both trades at 28x forward. Both are quite similar. Price to growth, Apple is the better buy and would add. Microsoft is a good company but it has always been pricier and so he would be more comfortable with Apple.

BUY
Tech has been the golden goose for a long time. Many of the stocks are over-owned. But people have been using them as a piggy bank the last couple of months. There's limited downside risk to large cap tech right now. But they do have challengers for new money. He'd buy MSFT, as it's held in the best.
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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 is known as the world's largest software developer. Over the years the company has expanded its business to include cloud, intelligence, and gaming, while also benefitting from pandemic based at home learning and working. Recent earnings showed a 17% increase with EPS up 34%. It pays a decent dividend that has grown over the past 11 years, backed by a 40% payout ratio. It trades at 38x earnings, compared to peers at 64x. We would buy this with a stop-loss at $200, looking to achieve $275 -- upside potential of over 17%. A good long term hold. Yield 0.99% (Analysts’ price target is $273.43)
PAST TOP PICK
(A Top Pick May 05/20, Up 30%) It is firing on all cylinders. They continue to execute and do very well and he looks forward to owning them for a long time.
BUY
Great success story. Continues to like it and would buy it here. You could trim if it's overweight in your portfolio, but never sell the whole thing. Cloud computing will continue to grow substantially. Long runway. A lot of their products can benefit from intersecting with AI, VR, internet of things.
TOP PICK
Their cloud business re-accelerated growth up to 40% last quarter. Companies are moving to them. He sees it moving to $300 before the end of the year. (Analysts’ price target is $277.80)
BUY

It trades in the mid-30s, an historically high PE for them, but MSFT is very well-managed. The CEO has really turned the ship around from software to the cloud. Fine operations. They just invested in GM's Cruise division of self-driving cars, so this is exciting (he owns GM). He has nothing but admiration for MSFT.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
2020 saw a wave of hungry, young companies competing in the cloud computing space, but Microsoft continued to prevail and shows no sign of giving up its crown. It remains firmly behind Amazon in the cloud business, and its Windows and software businesses (the Office suite) continue to generate consistent revenues.
BUY

MSFT vs. APPL Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.

TOP PICK
Has fallen out of favour, as everyone wants the fastest growing cloud stocks. Pretty cheap valuation at only 27x. Leader in the cloud, lots of hardware and software. Buy 1/3 here around $223, add at 210, and the final third at 200. His price target is $240. Yield is 1.01%. (Analysts’ price target is $244.55)
BUY ON WEAKNESS

Their Azure cloud platform could come on stronger than Amazon's AWS or Google Cloud, their main competitors. Today, when MSFT rebounded from its down opening, led to the whole market also rebounding. Definitely buy on dips.

DON'T BUY

It is not a name he would buy right now. Buying Amazon or Alibaba makes a lot of sense. It is trading at 31x 2021 with 13% EPS rate. It is expensive. Likes the company and thinks it is a must-own name. However, he thinks there will be a chance to buy it at lower levels when there is a rotation into growth.

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