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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
For a long, he felt this was expensive. Now trades at 20x 2024. A premier franchise and hasn't been washed out like other big tech names. MSFT has performed well in a tough market. MSFT is a good long-term wealth builder. This is solid, despite a rough macro picture.
COMMENT
At what price to overweight? $210 was the time. Still has a good long runway from here. His second-largest holding at 8.2%, so he might need to trim. Poster child of diversification in the tech arena. Very well run. Try to pick it up anywhere south of $220. (Analysts’ price target is $306.50)
TOP PICK
World's largest software company, second largest company in the world. 3 segments: personal computing, business productivity, intelligent cloud. Scale advantage, defensive growth. Great exposure to long-term, secular infotech growth themes, notably digital transformation, business intelligence, and analytics collaboration. 70% of revenue is recurring, and investors like that. Great entry point. Yield is 1.09%. (Analysts’ price target is $296.10)
BUY
Loves it. Brilliant to put themselves in the centre of small- and mid-sized businesses almost everywhere in the world. Not going away. That's why he sees it more as a utility. Surprised by the selloff, great entry point. Dividend will rise.
BUY ON WEAKNESS
One of his top 10 holdings. Very well positioned. Below $220 is a screaming buy, wouldn't hurt to put the pin in around $220-230. Will see increased volatility around the potential Fed pivot. (Analysts’ price target is $298.00)
BUY
It's 26% off its highs. No, they won't grow at 54% YOY as they did during the pandemic, but they are still double-digit earners and hold $63 billion of free cash flow at 3.63% (though he'd prefer over 5%). There continues to be value here. Likes it.
TOP PICK
There have been several factors that have brought the price down, lower PC sales, etc The space has been overcrowded and over-owned. Over time the macro and FX headwinds will abate. There is high growth in the cloud, mid-teen growth in productivity and business, and low growth in Windows. He expects 20% growth in free cash flow and earnings per share. It is one of the world's premier companies. Buy 53, Hold 4, Sell 0 (Analysts’ price target is $297.03)
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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 Healthy growth in its Cloud services has overcome lagging pc sales, leading to another earnings beat - making MSFT a TOP PICK. Recently reported earnings support a healthy 42% ROE. While other companies are raising debt, this company is paying down debt, buying back shares and growing cash reserves. Its dividend is backed by a payout ratio under 30% and has been growing for 19 consecutive years. We recommend placing a a stop-loss at $215, looking to achieve $301 -- upside potential over 21% Yield 1.1% (Analysts’ price target is $300.64)
HOLD
Trades at 9x price to sales, not cheap by any stretch. 10-year average is 7x. One to hold. He still holds it in his small stable of tech names. He wouldn't start a position here. Other opportunities in other sectors will show up.
WEAK BUY
MSFT vs. GOOG for a 10-year hold? He owns GOOG, but isn't against MSFT. GOOG is about 6-8 multiple points cheaper than MSFT. Both very good businesses and operators. Fantastic turnaround, making software into a service. Second-largest cloud business, plus great gaming technology. GOOG has a larger moat.
BUY
Believes company has good long term prospects. Now a good time to buy given market sell off. Once market recovers, will reward shareholders. Great business that is well run.
BUY
MSFT vs. AMZN vs. META vs. GOOG Only 25 PE. Real earnings, real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
TOP PICK
Market conditions are presenting buying opportunity for this high quality company. Company very healthy, with great business model, balance sheet and future prospects. Expecting ~15% earnings every year over the next five years. Weak market will preset going buying M&A opportunities for the company.
BUY
They have a high recurring revenue base. Their cloud business is still growing at a strong clip of 35-40%. He just loaded up on it. It has a sustainable business.
BUY
Stock's getting hammered, but fundamentals are improving. Guiding for double-digit revenue growth. Perhaps bottom line growth won't be as fast. Strong USD is hurting some of its profits. Big tech will cut costs and show strong margins. He'd buy today.
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