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Hedge fund billionaire calls MSFT valuation highly compelling

Investing.com -- Pershing Square disclosed a new position in Microsoft Corp (NASDAQ:MSFT) on Friday, with billionaire investor Bill Ackman citing the recent market volatility as an opportunity to acquire what he described as a dominant franchise at an attractive valuation.

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Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Ackman began building the position in February after Microsoft stock fell, calling the software giant's valuation "highly compelling"

Ackman wades into the Microsoft sell-off.

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

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President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Bill Ackman announced on social media that his hedge fund Pershing Square will disclose a new position in Microsoft in a 13F filing with regulators today. Microsoft has been an outlier in the tech trade that has carried markets higher this year. "We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results," Ackman wrote in a post on X. "We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years."

The investor says the tech company is underpriced, and he will disclose the stake in regulatory filings later Friday.

Billionaire hedge fund manager Bill Ackman said his firm has taken a new position in Microsoft backing the company to be an artificial-intelligence winner. Ackman, who runs investment management firm Pershing Square Inc., said he had started building the position in Microsoft in February after the software giant fell in the wake of its earnings. “In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation,” Ackman wrote on social-media platform X on Friday.

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

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Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best US Stocks to Invest in According to Billionaires. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. Financial Times reported on May 8 that Sir Christopher Hohn’s hedge fund, TCI, […]

In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...

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Market concentration can amplify gains but also compound declines during a stock market sell-off.

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LinkedIn built its business around helping people find jobs, grow their careers, and connect with employers. Now, the Microsoft-owned professional networking platform is delivering difficult news to some of its own workers. This comes within weeks of Microsoft’s voluntary buyouts for its ...

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Artificial intelligence could be Amazon's ticket into the ultra-exclusive $4 trillion club.

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As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.

Earlier in May 2026, Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, allowing employees and managers to handle HR and finance tasks directly in Microsoft 365 while keeping data, approvals, and policies governed in Workday. This integration, alongside Workday’s recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition Suites, underlines how deeply its AI capabilities are being embedded into everyday workflows and...

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR