Microsoft Q1: Capex Shouldn't Scare You Due To Free Cash Flow

What happened: A Seeking Alpha analyst reiterated a Strong Buy rating on Microsoft Corporation ($MSFT), arguing the company was unfairly grouped into the software selloff and that capex concerns are offset by free cash flow. Why it matters: The author states the fundamentals looked strong and that capex should not scare investors given free cash flow. The analyst discloses a long position in $MSFT, $GOOG, and $META.

A Seeking Alpha analyst reiterated a Strong Buy rating on Microsoft Corporation ($MSFT), arguing the company was unfairly grouped into the software selloff and that capex concerns are offset by free cash flow.

The author states the fundamentals looked strong and that capex should not scare investors given free cash flow. The analyst discloses a long position in $MSFT, $GOOG, and $META.