Seeking Alpha

MSFT
Microsoft Corporation - NASDAQ

4/20/2014, 11:50 AM ET
Quote & Analysis Breaking News StockTalk
msft chart
Today 5d 1m 3m 1y 5y 10y
52wk high:  
52wk low:  
EPS:  
PE (ttm):  
Div Rate:  
Yield:  
Market Cap:  
Volume:  
FOCUS  |  RELATED  |  TRANSCRIPTS  |  OTHER NEWS & PR
PRO Articles
There is research on this stock available only to PRO subscribers.
Other Articles
  • Coca-Cola Or Microsoft?
    Bret Jensen Today, 9:56 AM 12 Comments

    Summary

    • Good investing consists of looking at a variety of alternatives and picking the right ones for your strategy.
    • High-yield stocks with reasonable valuations are outperforming the overall market. This is likely to continue.
    • An income investor must look at a variety of variables before selecting the right choice for their income portfolios.
  • Google Cloud Is No Real Threat To Microsoft
    Kofi Bofah Today, 2:33 AM 7 Comments

    Summary

    • Cloud computing is the latest technological revolution.
    • The Google Cloud will not challenge Microsoft Office sales.
    • Microsoft can unlock shareholder value after abandoning hardware projects.
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares
    Michael Blair Tue, Apr. 15 103 Comments

    Summary

    • At least 300 million PCs are in use running Windows XP.
    • Microsoft has announced the end of support for XP.
    • PC users running XP will choose between upgrading their OS, upgrading their PC, or moving to another platform altogether.
    • The likely outcome is higher demand for Microsoft, Intel and AMD, and a boost to their income.
  • Is Windows An Ecosystem In Decline?
    Mark Hibben Mon, Apr. 14 64 Comments

    Summary

    • Microsoft's recent Windows 8.1 update improved the desktop mode experience, but left unresolved its split personality of Modern UI vs. Desktop.
    • Now that support for XP has ended, it's questionable whether the 8.1 update will be enough to keep XP users in the Microsoft fold.
    • The situation with XP exacerbates Windows' "law of large numbers" problem.
    • Windows license sales and tablet market share are probably the best available metrics to assess the health of the Windows ecosystem.
  • Microsoft: A Rock In An Increasingly Turbulent Storm
    Bret Jensen Sat, Apr. 12 15 Comments

    Summary

    • Markets look like they are in legitimate correction mode for the first time since the summer of 2011.
    • One stock that has bucked the recent downdraft is Microsoft, which has performed strongly in 2014.
    • This outperformance should continue given the stock's fortress balance sheet, valuation and other factors.
  • Microsoft Starts To Give Away Windows: Should Investors Give Away The Stock?
    Portfolio Management 101 Thu, Apr. 10 11 Comments

    Summary

    • Investing in Microsoft has been a windfall for early investors who initially enjoyed price appreciation and now have a dividend to boot.
    • The war against Google is forcing Microsoft to reevaluate its strategy, and the stock has lagged recently.
    • There is still some moderate upside in the stock in the long-term, but potential downside in the short-term requires monitoring.
  • Kill The Microsoft Surface Tablet
    Kofi Bofah Wed, Apr. 9 196 Comments

    Summary

    • The Apple iPad sets the pace for the tablet market.
    • Releasing Office for iPad literally renders the Surface tablet obsolete.
    • Microsoft may unlock shareholder value after killing the Surface tablet line.
  • Microsoft: A Technology Dividend Champ With Sustainable 20%-Plus Dividend Growth
    Stock Gamer Wed, Apr. 9 1 Comment

    Summary

    • Transition to cloud-based offerings should ensure continued strong cash flow generation and improve financial visibility.
    • Even with conservative assumptions, the company has a capacity to support 20% annual dividend growth and $25B share buybacks through fiscal 2016.
    • Trading at a large discount to market, the stock is a solid buy as the valuation gap is expected to shrink.
  • How Do Microsoft's Dividends Currently Stack Up?
    David Schauber, Jr. Wed, Apr. 9 12 Comments

    Summary

    • Microsoft currently offers a 2.8% yield that is covered nearly three times by its free cash flow.
    • Microsoft's dividend has increased each year over the last four years at an average annual rate of 21%.
    • With a 36% free cash flow payout ratio, and high single-digit earnings per share growth forecasts, Microsoft should be able to maintain double-digit dividend increases in the near term.
  • Old Tech Still Shines: Apple And Microsoft
    Stone Fox Capital Sat, Apr. 5 23 Comments

    Summary

    • Office product sales on the iPad top the app charts.
    • iPad sales to benefit from the business user able to use Office suite.
    • Apple offers a cheap valuation with expensive tech stocks selling off.
  • Why Microsoft Is Becoming A Great Company Again
    Victor Liang Fri, Apr. 4 36 Comments

    Summary

    • Microsoft is an exceptionally profitable business even though it is lagging behind Apple and Google in the mobile OS market.
    • Satya Nadella has the right vision for Microsoft and is guiding the company to the right direction.
    • Microsoft's overall revenue and net income should continue to grow in the next decade due to its strong commercial businesses.
    • Microsoft's intrinsic value should be around $338 billion in market cap or $40 per share.
  • Microsoft: The Change Is Taking Hold
    John M. Mason Thu, Apr. 3 10 Comments

    Summary

    • Nadella is signaling change.
    • We need to be careful how we interpret his signals.
    • Nadella still has follow these signals with performance.
  • Watch Microsoft Flex Some Muscle Under Satya Nadella
    Michael Blair Tue, Apr. 1 39 Comments

    Summary

    • Office for iPad has been a major hit.
    • Nokia X is a blockbuster.
    • Aggressive price cuts for Microsoft cloud services.
    • Satya Nadella seems to mean business and that is good for Microsoft investors.
  • Can Microsoft Outperform Apple In 2014?
    Pinnacle Insight Tue, Apr. 1 15 Comments

    Summary

    • MSFT has outperformed AAPL so far this year.
    • MSFT has made progress in eroding AAPL's edge in personal computing.
    • Upcoming MSFT products may be increasingly competitive with AAPL and AAPL's new products in 2014 may not meet expectations.
  • Open Letter To Satya Nadella, Microsoft CEO: Buy T-Mobile And Change The Game
    Larry Zulch Tue, Apr. 1 31 Comments

    Summary

    • Microsoft won the "put a computing device running on Microsoft software on every desktop" game, but now what?
    • Today's game is about putting a computing device in every hand, and Microsoft can't and won't win that game.
    • Instead, Microsoft has to create and play a new game on a new playing field, one that brings intelligence to everything around us.
    • This new playing field means integrating capabilities currently offered by separate entities, the most important of which is wireless connectivity.
    • Microsoft should buy T-Mobile and create new, highly integrated services and capabilities; this will truly change the game, creating a playing field on which Microsoft can win.
  • Microsoft: Moving Beyond Windows
    Bret Jensen Mon, Mar. 31 11 Comments

    Summary

    • Microsoft took its first big step since a new CEO took over.
    • This announcement portends well for the company's future direction and a more collaborative framework for future partnerships.
    • Even after the stock's recent run up, the shares look attractive for long-term investors as momentum seems to be turning.
  • Nokia X Is Shaking Things Up A Bit
    Michael Blair Sun, Mar. 30 36 Comments

    Summary

    • Nokia X looks like Windows but runs Android OS.
    • Early indications from China and India suggest high demand.
    • Microsoft may be getting both more creative and more competitive in mobile.
    • Competitors should take notice.
  • The New Microsoft And The New Cloud
    Gregory Ness Fri, Mar. 28 26 Comments

    Summary

    • Microsoft may have more than a new CEO as it articulates a bolder, broader vision of enterprise computing and the role it could play in the coming cloud transformation.
    • Outgoing CEO Ballmer deserves credit for at least cultivating the Azure zeal.
    • The future may be defined by how well it can execute on its very powerful vision.
MSFT vs. ETF Alternatives
Company Description

Microsoft Corporation is engaged in developing, manufacturing, licensing and supporting software products, services and entertainment, and device hardware products.

Sector: Technology
Country: United States