MSFT Is Down 23% In 2026: Why This Strategist Says Investors Are 'Significantly Overselling' The Stock

Microsoft has fallen nearly 23% this year, but Futurum Equities strategist Shay Boloor argues the selloff is overdone and is buying the dip. The thesis is that Wall Street is overfocused on AI spending while underappreciating Microsoft's underlying growth. The article is commentary rather than a new fundamental catalyst, so any market impact is likely limited.

Analysis

Microsoft has fallen nearly 23% this year, but Futurum Equities strategist Shay Boloor argues the selloff is overdone and is buying the dip. The thesis is that Wall Street is overfocused on AI spending while underappreciating Microsoft's underlying growth. The article is commentary rather than a new fundamental catalyst, so any market impact is likely limited.