Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Bear Nasdaq Stock MarketAI infrastructure, Azure, backlog, capital expenditure, cloud services, earnings multiple, Free Cash Flow, Microsoft, OpenAI, technology
Jun 4, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware Bull NASDAQ Stock MarketAI investments, Azure growth, cloud services, earnings growth, enterprise solutions, innovation, Microsoft, recurring revenue, Strategic Partnerships, technology
Jun 4, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware Neutral NASDAQ Stock MarketAI investments, Azure growth, capital allocation, cloud acceleration, earnings growth, enterprise position, market leadership, Microsoft Corporation, recurring revenue, technology sector
May 13, 2026Fund LettersAMG Yacktman Focused FundMSFT Microsoft Corporation Software - InfrastructureSoftware Bull NASDAQAI disruption, cloud infrastructure, core holding, Enterprise software, Gaming, Linkedin, platform, SaaS, Software, technology
May 13, 2026Fund LettersAMG Yacktman FundMSFT Microsoft Corporation Software - InfrastructureSoftware Bull NASDAQArtificial Intelligence, cloud infrastructure, Enterprise software, Gaming, Linkedin, SaaS, Software, technology
May 13, 2026Fund LettersBroyhill Asset ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQCloud computing, Enterprise software, Market dislocation, productivity software, Quality Business, technology, valuation opportunity
May 11, 2026Fund LettersAuxier Asset ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI investment, Cloud computing, Copilot, Enterprise software, Fortune 500, Software, Systems Software, technology
May 11, 2026Fund LettersImpax Global Environmental Markets FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Neutral NASDAQAI infrastructure, Azure, Cloud computing, monetization, ROI Concerns, Systems Software
May 4, 2026Fund LettersMayar CapitalMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI, cloud infrastructure, Enterprise software, SaaS, technology
May 1, 2026Fund LettersAristotle Value Equity FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, Digital transformation, Ecosystem, Enterprise Services, Free Cash Flow, Software
Apr 29, 2026Fund LettersAlger Spectra FundMSFT Microsoft Corporation Software - InfrastructureSoftware Bull NASDAQAzure, Cloud computing, contract backlog, Digital transformation, Enterprise software, generative AI, GPU capacity, operating leverage
Apr 29, 2026Fund LettersTrojan Fund from Troy Asset ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, capital expenditure, Cloud computing, Enterprise security, Enterprise software, Free Cash Flow, Model Agnostic, Office Suite
Apr 28, 2026Fund LettersSGA - U.S. Large Cap GrowthMSFT Microsoft Software - InfrastructureSoftware Bull NASDAQAI investments, Azure, capital intensity, Cloud computing, Enterprise software, Productivity Suite, recurring revenue, technology integration
Apr 28, 2026Fund LettersSGA - Global GrowthMSFT Microsoft Software - InfrastructureSystems Software Bull NASDAQAI, Azure, Cloud computing, enterprise, Equity, productivity, recurring revenue, Software, technology platform
Apr 27, 2026Fund LettersIthaka US Growth StrategyMSFT Microsoft Software - InfrastructureSystems Software Bear NASDAQAI infrastructure, Azure, Cloud computing, Enterprise software, Gaming, productivity, SaaS, Software
Apr 27, 2026Fund LettersAGT PartnersMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI integration, Bundling, contrarian, M365 Copilot, Moat, productivity, Software, Value
Apr 21, 2026Fund LettersBoyar Value GroupMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI infrastructure, Artificial Intelligence, Azure, Cloud computing, Enterprise Technology, SaaS, Software, Value
Apr 16, 2026Fund LettersMeridian Hedged Equity FundMSFT Microsoft Corp. Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, cloud infrastructure, Enterprise software, generative AI, productivity software, Systems Software, technology
Apr 14, 2026Fund LettersMunro Global Growth FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Bear NASDAQArtificial Intelligence, Azure, Cloud computing, Copilot, data centers, Digital transformation, Enterprise software, SaaS, technology
Apr 14, 2026Fund LettersFocus Wealth ManagementMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI, Cloud computing, large-cap, Mega Cap, Software, technology, valuation

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