On October 14, 2026, the Trump administration announced the suspension of several major technology companies, including Microsoft Corp (NASDAQ: MSFT), from a pr
On October 14, 2026, the Trump administration announced the suspension of several major technology companies, including Microsoft Corp (NASDAQ: MSFT), from a pr
On October 14, 2026, the Trump administration announced the suspension of several major technology companies, including Microsoft Corp (NASDAQ: MSFT), from a program that facilitates green card applications for employees on H-1B visas. This move, citing system abuse, is expected to impact recruitment strategies and costs for affected firms.
GF Value™ indicates Microsoft is modestly undervalued at $592.76 versus the current price of $533.88, implying a 9.9% margin of safety.
MSFT boasts a near-perfect GF Score™ of 99/100, reflecting exceptional overall quality and financial health.
Insider activity shows significant net selling over the past 12 months, with insiders selling $114.6 million worth of shares versus $2.0 million bought.
What's Behind the News?
The Trump administration’s suspension of Microsoft and other tech giants from the green card program for H-1B visa holders stems from concerns over alleged abuses within the system. This program has historically allowed companies to retain highly skilled foreign workers by easing their path to permanent residency. Analysts warn that while Microsoft may mitigate immediate operational disruptions by relocating some work offshore, the long-term ramifications could complicate the company’s ability to attract and retain top-tier talent in the U.S. The move also threatens to increase recruitment expenses, especially for firms heavily reliant on H-1B workers such as Infosys (INFY), Cognizant (CTSH), and Adobe (ADBE). Despite these concerns, experts expect the structural impact on the broader tech sector to remain limited.
Microsoft Corp, a global technology leader headquartered in Redmond, Washington, operates across three key segments: Productivity and Business Processes (including Microsoft 365, Office, Teams, LinkedIn), Intelligent Cloud (Azure, GitHub, enterprise services), and More Personal Computing (Windows, Surface devices, Xbox). With a market capitalization of $3.96 trillion, Microsoft is a dominant player in the software industry and the broader technology sector, serving customers worldwide through diverse sales channels.
Is MSFT Overvalued or Undervalued?
According to GuruFocus’ proprietary valuation metric, GF Value™, Microsoft is modestly undervalued by approximately 9.9%. The GF Value™ stands at $592.76, compared to the current share price of $533.88, suggesting a reasonable margin of safety for investors considering the company’s strong fundamentals and growth prospects. This undervaluation signals that Microsoft’s shares are trading below their intrinsic worth based on historical multiples, business growth, and future earnings estimates.
Averytin News Financial update.