By Ricardo Pillai
Publication Date: 2026-03-16 01:04:00
Is MSFT a good stock to buy? We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation’s share was trading at $408.96 as of March 6th. MSFT’s trailing and forward P/E were 25.59 and 21.41, respectively according to Yahoo Finance.
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. MSFT Q2 FY26 results underscore a strategic pivot that could redefine enterprise AI governance and create a durable moat. The company is betting that the true value in AI lies not in where models run, but in how access, identity, and permissions are controlled. Its newly launched Agent 365 layer extends governance across any cloud, ensuring autonomous agents authenticate through Microsoft’s control plane.
This mirrors the success of Active Directory decades ago, where Microsoft captured value at the identity layer despite…
