Microsoft Corp. (MSFT)
Betting On The Future - Why Microsoft's Premium Price Is Worth It (Upgrade)
Microsoft remains highly profitable with industry-leading margins and strong pricing power, supporting its premium valuation. Concerns about overinvestment in AI and slowing cloud growth have eased, but the stock still trades at a high valuation. The forward FY 2026 PEG ratio of 2.49 suggests MSFT is overvalued, with a potential 19% downside to fair value.
CoreWeave: I Am Not Buying Into Q2 But Getting Paid 9%
CoreWeave is a unique, high-growth AI infrastructure leader with a strong moat, validated by explosive revenue and major contracts with OpenAI and Microsoft. Despite volatility and risks like lock-up expiration and high cash burn, I see long-term opportunity as the market overreacts to short-term uncertainty. CoreWeave's specialized AI cloud platform and operational expertise give it a competitive edge, making it indispensable even to giants like Microsoft.
Is It Worth Investing in Microsoft (MSFT) Based on Wall Street's Bullish Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
ChatGPT-5 Launch: What It Means for MSFT & A.I. Outlook
OpenAI launched ChatGPT-5 to the public Thursday evening, the latest model for the private company everyone's watching. However, as Jeff Pierce notes, it could also be bullish for Microsoft (MSFT).
Microsoft Stock Gains as Analysts Boost Price Targets
Microsoft Corporation NASDAQ: MSFT delivered an earnings report that can be considered a blowout, even for a mega-cap company with high expectations. Microsoft beat on revenue and earnings and reiterated its guidance for data center spending for the remainder of the 2025 calendar year.
MSFT Q4 Earnings Beat on Cloud & AI Strength: Time to Buy the Stock?
Microsoft beats earnings estimates on 39% Azure growth in fiscal Q4. With AI momentum accelerating and strong guidance, MSFT presents a buy opportunity in 2025.
Microsoft Raids Google's DeepMind AI Unit With Promise of Less Bureaucracy
Mustafa Suleyman, who founded DeepMind and sold it to Google, has been telling recruits that Microsoft is now the more startup-like workplace.
Microsoft's Outperformance Doesn't Change Value
Microsoft Corporation's strong earnings and $4 trillion valuation reinforce my bullish thesis, driven by robust AI datacenter growth. The company continues to outperform the market, validating my view of Microsoft as a valuable tech leader. Microsoft Azure remains a key growth engine, but it faces intense competition from AWS and Google Cloud, posing a risk to MSFT margins.
Microsoft: This Cash And Growth Juggernaut Deserves To Keep Climbing
Microsoft remains a "buy" despite a higher valuation, thanks to robust growth across all segments and continued cloud leadership. Fiscal 2025 showed impressive revenue and profit gains, with strong performance in Productivity, Intelligent Cloud, and even Personal Computing segments. Massive investments in AI and cloud infrastructure position Microsoft to capture outsized gains in a rapidly expanding $2 trillion market.
Why is Microsoft soaring while Amazon sinks? AI growing pains
Wall Street analysts who follow tech and cloud computing were all but popping Champagne on July 30.
Microsoft: $4 Trillion Is A Bargain For AI's Most Powerful Distribution Engine
Microsoft Corporation delivered a strong FY25 with $281.7 billion in revenue and $102 billion in net income, showcasing impressive growth even at massive scale. MSFT's dominance in cloud and AI-driven services—especially through Copilot and GitHub—positions it as both the interface and development layer of the enterprise AI economy. With over 100 million developers and enterprise-wide integration of AI tools, Microsoft is replicating its Windows-era platform control in the AI age.
Looking for a Growth Stock? 3 Reasons Why Microsoft (MSFT) is a Solid Choice
Microsoft (MSFT) could produce exceptional returns because of its solid growth attributes.
