Analysts Flag Microsoft Top Blue-Chip Buy After 12% YTD Slide

As of May 29, multiple outlets recommend Microsoft shares for long-term portfolios following the recent pullback that lowered its forward P/E to ~22. The shift follows Dan Loeb’s full exit from a 925,000-share stake disclosed May 26, which weighed on sentiment as shares fell 14.18% YTD amid heavy AI capex. Subsequent commentary on May 27-28 highlighted 27.1% projected earnings growth, a PEG near 1x, and a $37 billion AI revenue run-rate, framing the stock as an attractive GARP opportunity despite elevated capital spending.