Is MSFT a good stock to buy?
We came across a bullish thesis on Microsoft Corporation on Hated Moats’s Substack by Hated Moats Investors
In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation’s share was trading at $411.74 as of June 8th. MSFT’s trailing and forward P/E were 24.82 and 21.46 respectively according to Yahoo Finance.
Pieter Beens / Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. MSFT is viewed as one of the highest-quality enterprise software and cloud businesses globally, with its investment thesis increasingly centered around artificial intelligence, Azure cloud growth, and its strategic relationship with OpenAI. The company continues to benefit from strong demand across Microsoft 365, Intelligent Cloud, and AI workloads, with FY2027 revenue expected to grow 15% following multiple quarters of mid-to-high teen growth and Azure expansion approaching 38% in constant currency. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential While Microsoft is currently operating through a capital-intensive AI infrastructure cycle, the long-term outlook remains compelling as management continues scaling data centers and AI capabilities to support future monetization opportunities.