Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 23, 2026Fund LettersMichael J. KramerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQCapEx, debt, monetization, platform, Risk, Software, valuation
Feb 18, 2026Fund LettersMario J. GabelliMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, data centers, Ecosystem
Feb 17, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware Bull NASDAQ Stock MarketAgentic AI, AI development, Azure growth, CAPEX investments, Cobalt 200 CPU, Maia 200 AI accelerator, Microsoft, OpenClaw, Quantum Computing, valuation metrics
Feb 10, 2026Fund LettersMark LandeckerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQAI, cloud, Expectations, growth, Multiples, Platforms, TAM, valuation, Workflows
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTAMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQArtificial Intelligence, CapEx, cloud, Enterprise software, recurring revenue
Feb 8, 2026Fund LettersTucker BrownMSFT Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Recurring
Feb 3, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Bull NASDAQ Stock MarketAI integration, Cloud computing, competitive landscape, Enterprise software, EV/EBITDA, financial stability, growth potential, investment opportunity, Microsoft Corporation, valuation
Feb 2, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Bull NASDAQ Stock MarketAI investment, capital expenditure, cloud services, commercial bookings, Free Cash Flow, growth prospects, market sentiment, Microsoft, P/E ratio, technology sector
Jan 30, 2026Fund LettersAlex UmanskyMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQAI, cloud, enterprise, Margins, Software
Jan 29, 2026Fund LettersMark LandeckerMSFT Microsoft Corp. Information TechnologySystems Software Bear NASDAQAI, cloud, earnings growth, Multiple-Risk, valuation
Jan 29, 2026Fund LettersMatt BarnesMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, Enterprise software, productivity, recurring revenue
Jan 26, 2026Fund LettersKEN STUZIMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Enterprise software, Margins, productivity
Jan 22, 2026Fund LettersFrank M. SandsMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQAI, Bottlenecks, Capacity, CapEx, cloud, enterprise, monetization
Jan 22, 2026Fund LettersEmerson BluhmMSFT Microsoft Corp. SoftwareSystem Software Bull NASDAQAI infrastructure, capacity expansion, Cloud Scale, Enterprise software, hyperscale
Jan 18, 2026Fund LettersC.T. FitzpatrickMSFT Microsoft Corporation Information TechnologySoftware Bear NASDAQAI infrastructure, capital expenditure, Cloud computing, recurring revenue, Software Ecosystems
Jan 18, 2026Fund LettersAlan PullenMSFT Microsoft Corporation Information TechnologyApplication Software Bear NASDAQAI, cloud, enterprise, Platforms, Software
Jan 18, 2026Fund LettersArvid StreimannMSFT Microsoft Corporation Information TechnologyApplication Software Bear NASDAQAI, cloud, enterprise, Platforms, Software
Jan 15, 2026Fund LettersAnkur CrawfordMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Software
Jan 15, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Neutral NASDAQ Stock MarketAI products, Azure, capital expenditure, cloud services, growth rate, Intelligent Cloud, market competition, Microsoft, P/E multiple, valuation
Jan 14, 2026Fund LettersThomas KüpferMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, balance sheet, cloud, Enterprise software

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