Microsoft Stock Is Pushing Higher Today: What's Going On? - Microsoft (NASDAQ:MSFT)
- On Friday, billionaire investor Bill Ackman announced his hedge fund Pershing Square has built a significant position in Microsoft, stating the firm began accumulating shares in February citing compelling valuation.
- Pershing Square began purchasing shares after Microsoft's stock slumped following its second-quarter earnings report, with Ackman establishing the position at 21 times forward earnings valuation.
- Ackman dismissed competition concerns regarding Azure and OpenAI as "overblown," noting the valuation fails to reflect Microsoft's approximately 27% economic interest in OpenAI, representing approximately $200 billion.
- The investor backed Microsoft's roughly $190 billion spending plan for 2026 as essential for revenue growth, supporting the strategy to integrate Copilot across the M365 productivity suite.
- This investment mirrors Pershing Square's previous bets on Alphabet, Amazon, and Meta during periods of market skepticism, with Ackman emphasizing that M365 remains deeply embedded across enterprises.
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Bill Ackman Just Bought Microsoft Stock -- Here's Why It Could Be His Biggest Bet Yet
The market has been anything but subtle in its treatment of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) in 2026. Shares have shed more than 15% year-to-date, closing at $409.43 yesterday as investors fret about AI competition from Google and Amazon (NASDAQ:AMZN) and recoil from the company’s eye-popping $190 billion capital spending plan for the year. ... Bill Ackman Just Bought Microsoft Stock — Here’s Why It Could Be His Biggest Bet Yet
Billionaire Investor Bill Ackman Just Added a Fourth "Magnificent Seven" Stock to His Hedge Fund's Portfolio. Should Investors Follow Suit?
Key PointsAckman's hedge fund already owns Alphabet, Amazon, and Meta.These three stocks alone made up over 39% of Pershing Square Capital Management's portfolio at the end of 2025.In February, Ackman said he and his team capitalized on another great opportunity to buy a "Magnificent Seven" stock at a discount.10 stocks we like better than Microsoft › Pershing Square Capital Management (PSCM), a roughly $15.5 billion fund run by the billionaire …
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