What do you smart investors think about Microsoft right now?
u/Party_Team1104 ·
Reddit β r/ValueInvesting
· April 17, 2026 at 00:17
· ⬆ 16 pts
· 💬 108 comments
| View on Reddit ↗
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Summary
A beginner trader describes switching from a speculative trade (QUBT) to Microsoft, believing it is undervalued and poised to rise due to its entrenched enterprise products (Windows, Office 365), growth in Azure and AI, and an expectation of a positive April earnings report.
The author's thesis is based on perceived market dominance, lack of real competitors, and a price target of $580-$730.
Quality assessment: This is speculation. The thesis relies on broad, subjective assertions about market position and collusion, with no fundamental valuation or financial analysis provided.
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I'm a beginner trader got into QUBT recently during the +20% rally (&+10% pre market) and enjoyed my first real trade, but it's all dried up now I suspect so bought into Microsoft after selling positions. I'm trying to make money and don't really know what I'm doing I'll be honest about that.
My reasons for Microsoft rn:
They're undervalued (420 current, 580 target and 730 high). It's a gigantic company that owns many things so I don't understand why their stock price isn't around 800.
Microsoft 365 is used in most companies, windows as an OS is also used in most companies. It seems to me like that is never going to change so I'm not worried about their stock going down or "crashing" ever.
There's strong potential for Microsoft's azure cloud because it ties into Microsoft 365 a package that already services documents, data spread sheets and more. Same as the potential for their AI (although it might be bad now a company like Microsoft can iron out the problems in due time).
I don't think Microsoft really has competitors in my opinion these mega corporations are colluding together and take turns to go up and down. It's Microsoft's turn this April earnings report π€°
If anyone wants to guide me to some primed stocks id be grateful. It's alot to take in
Author states MSFT is "undervalued" with a $580 price target. Cites ubiquitous use of Windows & Microsoft 365 in enterprises and growth potential in Azure and AI. Believes these durable business lines and upcoming AI integration create a near-term catalyst, specifically for the April earnings report, making the stock ripe for a rally. MSFT is a dominant, "crash-proof" company that is currently undervalued and whose stock is due to increase. Thesis lacks quantitative support. AI execution risk, cloud competition (AWS, Google), and high current valuation could limit upside. The short-term "turn" narrative is speculative.
This Reddit post, published April 17, 2026,
features u/Party_Team1104
discussing MSFT.
1 trade idea extracted by AI with direction and confidence scoring.