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NASDAQ:MSFT
Microsoft Corp (MSFT)
Financials 
Technical Analysis 
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Premium contentMicrosoft Corporation is an American multinational technology corporation headquartered in Redmond, Washington. Microsofts best-known software products are the Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Social media mentions are up 400% in the past 24h.
Excellent business with high margin, "low capital" style fundamentals.
Expecting further earnings growth.
Quality name that has great management team.
Higher interest rates not impacting business.
Able to raise prices in step with inflation.
Very good time to buy.
Barry Schwartz
Concerns over ramping up generative AI in their operations was a big reason why the stock got hammered today, but he likes the stock at this level. Too much cost ahead of potential gains. Their CFO is known for underpromising and over-delivering. She sets a low bar like she did in last night's conference call. The CFO didn't include in her forecast the huge revenue stream that will come from gen AI. MSFT did post an EPS beat. Shares sold off today but that selling will end. That's when you buy.
With the stock up 40% YTD there was bound to be some profit-taking on a not-100%-perfect quarter. But we continue to view it as a premier growth company for the long term.
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Owns it, likes it, talking about taking weight higher. Catching the AI trade as a leader along with AMZN. AI is forecast as a $50B industry in a couple of years. Every little business has MSFT on its desktops. Thinks it will go higher.
Bruce MurrayStill has a decent runway. He targets $375. If they are allowed to buy Activision, it will add to their cloud and other businesses. A core holding. Also are a major player in AI. They have chat GPT embedded in their APIs.
(Analysts’ price target is $349.01)
Kim BoltonPremium content
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It boasts a durable enterprise software business and their Office Suite. Also enjoys growth in their cloud business, Azure, and offers great exposure to AI. They also have gaming and LinkedIn.