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MSFT · Archive

MSFT · Monthly research archive

Every month we publish a fresh rating. Read prior months' commentary, ratings, and price trend at a glance.

2026-05买入

MSFT May 2026 · buy

MSFT trades against a final fair-value range of $393.74-$612.86, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs.

$420.58
2026-04买入

MSFT Apr 2026 · buy

Microsoft remains the highest-quality infrastructure software asset in the market, effectively transitioning its massive install base to the cloud and leading the AI platform shift.

$424.50
Individual
2026-03强力买入

MSFT Mar 2026 · Strong Buy

Microsoft is a generational asset currently mispriced by the market due to peak-capex myopia; it is a Strong Buy with a Mid Fair Value of $565.

$404.42
Individual
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