Microsoft -10%! Overreaction? A Buy at $400?

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term AI monetization and delivery capacity.

$Microsoft(MSFT)$  is always a buy at good price. But MS copilot is defending zmS position in enterprise. Google is the real one to get in at. 

Microsoft’s target price was cut

$微软(MSFT)$   This wasn’t a “one-quarter surprise” story. Azure and Copilot demand stayed strong, supply is the real constraint. The target price was trimmed for one reason: AI capex is higher than expected. But the conclusion didn’t change — more spending doesn’t mean weaker business, it means AI is moving deeper into the core.
Microsoft’s target price was cut
avatarph5188
02-02 09:43
avatarL.Lim
02-02 09:34
It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google
avatarAm3n_Tao
02-02 08:01
$Microsoft(MSFT)$  Any price can be a good price for every individual has a different time frame, risk tolerance, tongue and taste. If one needs to ask, means generally you are uncomfy with the price. For if one does not want to pay 150bucks for a ribeye, then dont eat it.
avatarmster
02-01 16:28
$Microsoft(MSFT)$   Capitalizing on the MSFT dip by selling Cash Secured Puts (CSPs) at lower support levels to accumulate fresh shares. This allows for a lower entry price compared to existing holdings without over-leveraging. Once the share price rebounds, I’ll trim the higher-cost shares to maintain a balanced position size and keep capital fluid. It's all about upgrading the cost basis while staying disciplined with total exposure.
Microsoft reset will always regain after some time historically. Just hold or add some on dips. Meta has long runway. Just do it. Apple is old apple. If u like to wait for apple drop on head, then slowly wait. Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.
$Microsoft(MSFT)$  as a new investor and a rather "experimental" portfolio, this considerable dip and recommendation from others here, Im gonna put lot more of my savings into this as a long term investment  (≥3 years).
Confirm growing, as what i used more often is microsoft, it become more controlling.
The dip for $Microsoft(MSFT)$ seems more like a valuation rest, it may be a good to take a small initial position to be scaled in after more clarity at the next earnings. $Tesla Motors(TSLA)$ is not likely to deliver as Elon Musk has consistently hyped the market repeatedly.
avatar1PC
01-31
MSFT is still a Good stock, at this level could numble some as an investment [Chuckle].... But I'm out of bullets 😭. @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa @Shyon @DiAngel
Ikkk
$Microsoft(MSFT)$  this is a slow moving stock as compared to the other big giants... But I think this is a stable and strong giant. Just look at it's PE and growth and you know it's a discount now. Investing needs time. 3 to 5 years. Not for traders.
avatarHumbly
01-31
There appears to be a pivot away from stocks in the SAAS sector which used to trade at very high multiples due to expectations of strong growth to more moderate growth, and MSFT appears to be a casualty of that. AI is here to stay but whether users will pay enough to cover the investment costs are a key unknown, especially when depreciation or AI hardware depreciates more rapidly than expected.
avatarJSY25
01-31
Apple and Microsoft are good opportunity to buy the dip. Keep it for 3 years , will see better return.
avatarAlfano
01-31
time for others to rise..
Here is a concise, direct view within the limit. 1. Microsoft at $400? Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weakness. Azure growth confirms AI traction. $400 is a reasonable accumulation level for long-term investors, though not a short-term bottom call. 2. Can Meta be chased after +10%? No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum. 3. Apple says memory costs are fine. Why no stock move? Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet. 4. Will Tesla deliver in 2026? Unclear, execution-heavy. Tesla still has a compelling narrative, but repeated t
$Microsoft(MSFT)$  Yes, this looks closer to an overreaction than a thesis break, but the entry decision depends on time horizon. What actually disappointed the market The fundamentals were solid. Growth did not slow. The sell-off was driven by expectations, not results. Buy-side positioning had priced in near-flawless AI execution. When management flagged ongoing supply-chain and capacity constraints, the market recalibrated near-term AI monetisation, even though demand remains clearly intact. That distinction matters. Is the AI story impaired? No. Microsoft is demand-constrained, not demand-challenged. Azure’s 38% growth confirms AI workloads are scaling rapidly. The issue is delivery timing. Revenue is being deferred, not lost. That is a v
avatarAlubin
01-31
I still have some optimism for $Tesla Motors(TSLA)$ to eventually improve in the long run, will continue to invest regularly. Similarly for $Microsoft(MSFT)$, continuing to dca in this foundationally strong stock.