Microsoft: One Of The Few Buying Opportunities Amidst Tech Euphoria

Summary:

• Microsoft has somehow failed to benefit from recent tech euphoria.
• Azure has posted resilient growth and management expects growth to accelerate as capacity increases.
• I see a clear path to 15% to 17% annual return potential over the coming years.
• Despite broader market risks, MSFT’s profitable growth and reasonable valuation make it a solid long-term investment, warranting a buy rating.

Microsoft (NASDAQ:MSFT) has been an unlikely laggard as of late, failing to benefit from booming tech euphoria. Zooming out, the stock remains one of the big winners of generative AI due to both its partnership with OpenAI as well as

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. 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.

I am long all positions in the Best of Breed Growth Stocks Portfolio.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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