It Is What It Is, Microsoft Is Not A Buy


  • This 87th analysis is not a buy endorsement for Microsoft.
  • My revision from buy to hold is because a group of gamers is suing to stop Microsoft’s takeover bid for Activision.
  • The FTC is blocking Microsoft’s $68.7 billion acquisition of Activision. Gamers and the FTC knows Microsoft has a history of making games exclusive.
  • Microsoft could instead spend that $68.7 billion on improving its Azure, Windows 365, and Microsoft 365 platforms.
  • Investing in green energy to power its datacenters will likely not elicit any anti-trust lawsuits against Microsoft.

Federal Trade Commission


Regulatory And Legal Headwinds

I am downgrading Microsoft (NASDAQ:MSFT) from buy to a hold. I support the video gamers’ U.S. lawsuit against Microsoft’s proposed $69 billion takeover of Activision Blizzard (ATVI). This is a

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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