I Was Wrong About Microsoft (Rating Upgrade)


  • I have been on the sidelines for far too long as I failed to appreciate the strength of the platform portfolio.
  • Microsoft stands to benefit from its OpenAI partnership in ways far beyond its equity investment.
  • The company continues to be a fast-growing cash cow.
  • I am upgrading MSFT stock to buy as I expect market-beating returns over the long term.

OpenAI Holds Its First Developer Conference

Justin Sullivan

I have been neutral to bearish on Microsoft (NASDAQ:MSFT) for nearly a year, largely on the basis of valuation. I am now of the view that this stance was mistaken. It is always possible that my change of heart

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, GOOGL, CRM 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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