Ticker archive
What was said about Microsoft
This is the TubeRank file on MSFT. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
MSFTMicrosoft
$498as of 10h ago
The record, in brief
5 calls from 3 channels are on file for MSFT. None have resolved yet, so there is no hit rate to report. 1 is still pending. The record leans bullish: 4 bullish and 1 bearish.
- On file
- 5
- Hit rate
- —
- Pending
- 1
- Channels
- 3
recorded calls
nothing resolved yet
awaiting a result
4 bullish · 1 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Michael Tyler3 callsBearishThe YouTuber warns that Microsoft's off-balance-sheet purchase commitments (roughly $329 billion) will soon hit its balance sheet, potentially ballooning total debt to $700-800 billion within a couple years and significantly pressuring operating income. He remains generally cautious on hyperscalers, including Microsoft, until spending becomes more sustainable.
The YouTuber warns that Microsoft's off-balance-sheet purchase commitments (roughly $329 billion) will soon hit its balance sheet, potentially ballooning total debt to $700-800 billion within a couple years and significantly pressuring operating income. He remains generally cautious on hyperscalers, including Microsoft, until spending becomes more sustainable.
Earlier theses (2)
The host is more optimistic about Microsoft than Meta heading into earnings, citing Microsoft's positive free cash flow position as an advantage that allows spending without heavy dilution or debt. He believes Microsoft is likely to outperform Meta around earnings.
Microsoft is positioned well for earnings being down 13% from all-time highs, creating a favorable setup where it won't take as much good news to drive the stock higher compared to companies near highs.
“I don't like AI hardware stocks. I don't really like the hyperscalers either until they start spending in a more reasonable sustainable way.”
“if I had to bet on one stock doing better than the other, I would bet on Microsoft doing better.”
“I think Meta and Microsoft are set up to do well. I think they're going to do well.”
Tom Nash1 callStrongly BullishNash views Microsoft's 31% drop from highs as a major buying opportunity, citing a $600 billion contracted backlog (up 97%) and consistently improving margins and profits despite lagging the S&P 500. He projects Microsoft will reach $924 per share by 2030, a 142% upside from current levels.
Nash views Microsoft's 31% drop from highs as a major buying opportunity, citing a $600 billion contracted backlog (up 97%) and consistently improving margins and profits despite lagging the S&P 500. He projects Microsoft will reach $924 per share by 2030, a 142% upside from current levels.
Jo Bhakdi1 callBullishMicrosoft is participating in orbital data center initiatives and will likely be able to use Starship to create their own orbital data centers, positioning them for the space economy opportunity.
Microsoft is participating in orbital data center initiatives and will likely be able to use Starship to create their own orbital data centers, positioning them for the space economy opportunity.