Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 13, 2026SubstackAlpha Seeker 84MSFT Microsoft Corporation TechnologySoftware Neutral Nasdaq Stock MarketAI, Autopilots, Copilot Cowork, customer relationships, Governance, incremental profit, Integration, Microsoft, Pricing Model, usage charges
Jul 30, 2026SubstackAlpha Seeker 84MSFT Microsoft Corporation TechnologySoftware - Infrastructure Bull Nasdaq Stock MarketAI infrastructure, Anthropic, Azure, backlog, cloud margins, financial strength, Microsoft, OpenAI, Self-Funding, tech sector
Jul 27, 2026Fund LettersAlpine CapitalMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI infrastructure, Application Layer, Commercial AI, Distribution, Enterprise software, hyperscaler, Ip Protection, LLM, Overweight, Security
Jul 19, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware Bull Nasdaq Stock MarketAzure, CapEx, Cloud growth, Free Cash Flow, infrastructure investments, long-term returns, Microsoft, operating cash flow, profit margins, Software
Jul 15, 2026Fund LettersBoyar Value GroupMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQcontrarian, large-cap, Market dislocation, Patient Capital, Quality Business, Software, technology, Value
Jul 14, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware Bull Nasdaq Stock MarketAI infrastructure, Cloud growth, Free Cash Flow, market re-rating, Microsoft, P/E ratio, shareholder value, technology sector, undervalued, XBOX restructuring
Jul 9, 2026Fund LettersQV InvestorsMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQAI infrastructure, Cloud computing, Enterprise software, Equity, Quality, Software, technology, Value
Jun 25, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Bear NASDAQ Stock MarketAI partnerships, bearish outlook, Capex ROI, Cloud capacity expansion, Copilot seats, Head-and-shoulders pattern, Microsoft, Revenue Growth, technical analysis, valuation
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

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