$MSFT

MICROSOFT CORP

73 analysts · 6 active debates
SENTIMENT
81% BULL
STANCE FLIPS · 7d
4
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
See filings
AS OF MAY 8

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WHERE ANALYSTS DISAGREE ON MSFT
updated 20H AGO
$MSFT
3d

Microsoft AI CapEx Escalation Risk

BULL CASE

"MSFT merits ownership as its AI-related cloud revenue acceleration (noted alongside higher Azure growth) should support forward multiple creep from the low-20s toward the mid-20s if capex earns acceptable returns."

Joseph Carlson After HoursANALYST
“Analysts Were Completely Wrong About This Stock”
May 6, 2026
BEAR CASE

"MSFT is a mixed-to-bearish short-term bet because despite an A-grade income statement, aggressive spending and a lack of Azure acceleration create pressure on forward earnings (with the biggest missing piece being Azure growth momentum)."

Financial EducationANALYST
“This Stock will be my Next Palantir‼️”
Apr 30, 2026
ANALYST SENTIMENT · 4 TAKES
3 BULL · 75%25% · 1 BEAR
$MSFT
7d

Microsoft Post-Earnings Price Reaction

BULL CASE

"MSFT is a buy because the post-earnings drop to ~22x forward PE leaves it discounted versus the index and implies investors fear AI losses, but the speaker frames it as an overreaction given Azure growth, high-margin free-cash-flow characteristics, and likely catch-up in valuation to the mid/high-20s forward PE range."

Joseph Carlson After HoursANALYST
“Four Stocks To Buy After Earnings”
May 4, 2026
BEAR CASE

"MSFT was reported as having “killed” earnings but the price action turned sharply negative after initial green, implying the market didn’t ultimately reward it despite the earnings print."

Ricky GutierrezANALYST
“GET READY: BOND MARKET IS FLASHING RED!”
Apr 30, 2026
ANALYST SENTIMENT · 2 TAKES
1 BULL · 50%50% · 1 BEAR
$MSFT
14d

Microsoft's AI Competitive Position

BULL CASE

"MSFT is a bullish core holding, but the upside is tempered versus Google because Microsoft faces a near-term narrative hit around AI competition and OpenAI supply changes while Azure execution still needs to show AI capex is producing returns."

Joseph Carlson After HoursANALYST
“This Week Could Be A Disaster”
Apr 27, 2026
BEAR CASE

"MSFT is paying the price for losing the AI race, which is why he trimmed and sees it as difficult to get back to prior highs given the current premium valuation."

Ricky GutierrezANALYST
“TOP 5 STOCKS TO WATCH AS MARKETS OPEN TOMORROW!”
Apr 20, 2026
ANALYST SENTIMENT · 2 TAKES
1 BULL · 50%50% · 1 BEAR
STANCE FLASH · MSFT
4
STANCE FLIPS · 7d
Analysts leaning extreme bull.
THIS WEEK
ANALYST COVERAGE
Dividend Data — YouTube finance analystStocks with Josh — YouTube finance analyst
— Covered by Dividend Data · Stocks with Josh

What is the latest research on MSFT?

COMPLETE ANALYSIS HISTORY · 3 TAKES
DDDividend Data — YouTube finance analystDividend Data20h ago
BULL$MSFT

"MSFT is a bullish long-term core holding at fair value for new money, supported by strong EPS growth guidance and accelerating Azure growth (40% YoY) alongside resilient cloud demand dynamics."

@ ~$400.80
"My Dividend Stock Portfolio in the 2026 Stock Market"
SWStocks with Josh — YouTube finance analystStocks with Josh20h ago
BULL$MSFT

"MSFT has a bullish inverted head-and-shoulders setup with a clear trigger above 426 that, once activated, should extend the higher-highs/higher-lows sequence."

@ ~$415.12→ $426.003mo
"Microsoft Break 426? 😳 Massive Rally Ahead 🚀"
SWStocks with Josh — YouTube finance analystStocks with Josh2d ago
BULL$MSFT

"MSFT is setting up for upside with an inverted head-and-shoulders pattern and a key validation trigger above 426, which he expects to re-energize the stock over the next 30 days despite not seeing it immediately rerate to fresh all-time highs."

@ ~$737.62→ $720.003mo
"4 Stocks to BUY NOW before they Explode Higher"