$MSFT
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How Parkev Tatevosian, CFA’s view on $MSFT changed

Channel profile →2 entries
2026-09-04Bullish
“Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock”
Microsoft is preferred over Apple due to more attractive valuation; DCF fair value is $451 vs current price of $511.

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

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2026-09-02Bullish
“Is it Too Late to Buy Microsoft Stock? | MSFT Stock Analysis”
MSFT is a high-quality 'Hall of Fame' business and a good long-term buy, but current price limits further accumulation.

Microsoft has launched a major new initiative embedding 6,000 engineers directly with customers to deliver measurable business outcomes. Additionally, the management team highlighted that its Azour AI business added $50 billion in backlog in just over 3 months.

But does all of this make Microsoft stock a buying opportunity? Throughout this disruptive AI technological boom, Microsoft has delivered continued revenue growth. In the most recently completed quarter, its revenue growth approached 20%.

Over the many years, its revenue has grown from roughly $75 billion in 2017 to over 332 billion in the most recent trailing 12-month period.

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