Microsoft is a buy. The company is riding AI tailwinds with Azure growth projected above 40% and Copilot seats exceeding 25 million, yet trades at 24.8x earnings — a 25% discount to peer median 33.3x. Heavy CapEx of $64.6B in FY25 compressed free cash flow to $71.6B, but this builds a long-term AI infrastructure moat. Smart money sentiment turned sharply positive (+1.71) and the stock’s underperformance versus the 200-day MA sets up upside as AI monetization accelerates.