$Microsoft(MSFT)$ Celebrating -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Microsoft(MSFT)$ Celebrating small wins!

Microsoft is currently dominated by AI monetization progress (Copilot seats, E7 tier, usage-based pricing) and a cleaner Azure reporting structure, while the stock sits at ~$512.8 (2026-10-02) — about 7.4% below its 52-week high and in the 80th percentile of its 52-week range.

Fundamentals remain strong on profitability (ROE ~34%, net margin ~39.7%) and revenue growth (~17.8%), but the key tension is capital intensity: free-cash-flow growth has turned sharply negative while the forward P/E has compressed to ~25.8x versus a ~30.8x historical average — a cheaper multiple that partly reflects that spending pressure.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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Comments

moxieoo
10-02
moxieoo
ROE and margin look great on paper, but how much of that is real operating quality versus balance-sheet optics. If FCF is rolling over, the earnings quality story gets way less comfortable
AndrewWalker
10-02
AndrewWalker
25.8x for Microsoft with Azure plus Copilot scaling still does not look expensive to me. Capex is heavy, sure, but that spend is buying future margin

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