r/stocks
MSFT seems like a good buy right now?
Author views MSFT as a good buy post-drop, citing reasonable PE, strong product utility, and lower regulatory risks than peers.
- Reasonable valuation with PE at 22.27 and forward PE at 19.23 after a significant price drop.
- Strong product utility and market dominance with lower regulatory risks compared to ad-driven peers like Meta.
- Lagging behind Google in the AI and quantum computing races.
MSFT is down 130 dollars since its peak in October 2025; trading currently at a PE of 22,27 and forward PE of approx 19,23. It is a well-established company, perhaps lagging in the AI- and quantum computing race behind google (though quantum computing does not seem commercially relevant at this point), but still in the race. Thereby windows is the most used desktop software in the world, whether people like it or not (android, is more used if you factor in mobile phones).
In my opinion this company produces more 'useful' products as compared to Meta (mostly advertising), and is less likely to be hit be regulation (e.g. countries banning social media for teens) and could see great upside? The beginning of the month it was priced at 460 dollar per share. My position is small (only 5 shares currently), but thinking of loading up at its current price.
Not the deepest analysis, I am aware, but out of curiosity: what is the consensus here?