Microsoft Predictions
Browse Microsoft market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[5:40] we look at the earnings quality the quality of the earnings over the next two years and if we don't feel like that's going to hold up uh then we take profits in something like that.
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[33:35] Oh, I agree. Um we own um we own Microsoft in our mandate and we um have added it in the last couple added to it a little bit in the last couple of months. uh its PE ratio is like in the 20s right now and um like next 12 months it's around 20 23 now. So yeah we think it's a by the huge huge tailwinds in the user space it's growing at about 40%... I definitely think there's room in the upside for Microsoft.
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[29:31] I think there's a good chance we've seen a stock market top in Microsoft for instance and u other stocks as well for in also like that. But you're going to see that they will bounce somewhat into that before they then will continue their bare market decline which I think they're in.
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[12:47] I think that they will be one of the top top players. They've got a great cloud business that continues to grow. I mean, the cloud is the Azure's growing incredibly fast, 37% in the last quarter. Right? So, so I think that they are there's this kind of weird sense that they're not going to be anywhere and that that because they have a software business that's going to disappear.
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[8:51] Microsoft Azure was growing 31% and the fears were they were going to slow down and then they're growing 39% and it's trading cheaper and it's going to accelerate and these are all the reasons why investors are punishing the stock
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[13:57] we don't think the earnings is going to accelerate meaningfully in the near term.
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[27:14] it's down Microsoft as an example, it's down 32%. As I said, below market multiple. Yeah. Rarely do you get that kind of setup. Tell me why it's not a screaming by. It is.
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