MSFT Stock Forecast: Are Investors High on Hopium?

February 6, 2023
Rafi ReesThis article was written by Rafi Rees – Financial Analyst at I Know First.

Summary

  • MSFT has found itself in the news a lot in recent weeks with a large investment of $10bn in OpenAI – the company behind ChatGPT.
  • MSFT reported decent results last week however, a slowdown in the growth of their cloud segment has pulled into question the current valuation.
  • A reverse DCF suggests the market is currently pricing in a 13.5% annual growth rate in free cash flow for the next 10 years.

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Microsoft Stock Forecast: The Rebrand To Microsoft 365 Can Boost The Stock Higher

April 6, 2020
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Microsoft’s stock has been resilient during the March Madness COVID-19 panic sell-off. Many investors understood that as a software company, Microsoft has little headwind from COVID-19 factory shutdowns.
  • Disruption in the production of Surface products is not a handicap for Microsoft. Software sales remain strong during quarantines.
  • The decision to rebrand Office 365 to Microsoft 365 signals an all-in focus toward becoming a one-stop shop for everything.
  • The COVID-19 forced many people to stay at home. Work-from-home is now the new normal for many corporate and government employees.
  • The COVID-19 pandemic is great for Azure and Microsoft’s software subscription sales.

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MSFT Stock Forecast: Microsoft Can Be A Profitable Vendor Of Surface Android Phones

October 3, 2019
motek 1This article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Microsoft investors should applaud Satya Nadella’s decision to release Microsoft Surface-branded Android phones next year.
  • The Surface brand now covers smartphones, tablets, laptops, and desktop computers.
  • It was Nadella who killed the Windows Phone and Windows 10 Mobile smartphone business. However, he finally realized the smartphone is a key device for productivity.
  • After making good on his cloud-first initiative, Nadella now wants to fulfill his mobile-first vision for Microsoft.
  • You cannot fully implement a mobile-first approach to marketing your software products without risking it also on selling the computers for them.

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MSFT Stock Forecast: Why Microsoft Is Set To Lead In Cloud Gaming

May 22, 2019
motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Microsoft has spent more than a decade competing against Sony’s PlayStation in video games hardware/software sales.
  • Two days ago, Microsoft and Sony announced a new partnership in cloud gaming. This was a necessary alliance against Google’s Stadia platform.
  • Microsoft needed Sony’s expertise in streaming video games from its years of operating PlayStation Now. Sony needed Microsoft’s Azure global cloud platform.
  • Microsoft’s Azure data center/server farm network is more successful than Google Cloud. Azure therefore gives Sony a better way to grow PlayStation Now.
  • The extra revenue from hosting the streaming video games of Sony can further boost Microsoft’s cloud computing revenue.

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MSFT Stock Forecast: Cloud Computing Keeps Microsoft Afloat In Race With Amazon

August 1, 2018

 

This article was written by Julia Masch, a Financial Analyst at I Know First.

 

“Our investments and business model are fundamentally aligned with our customers' long-term interests and success. This opportunity and responsibility grounds us in our mission to empower every person in every organization on the planet to achieve more”

- Satya Nadella, chief executive officer of Microsoft.

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