Nancy Tengler Discusses AI and Software Stock Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 16 2026
0mins
Should l Buy MSFT?
Source: Yahoo Finance
- Investment Strategy Shift: Nancy Tengler indicates that as investors return to fundamentals, she has increased her positions in software stocks like Microsoft and ServiceNow, despite their ongoing market pressures, reflecting confidence in their long-term growth potential.
- Market Performance Analysis: She highlights that Adobe has seen a negative cumulative return of 30% over the past five years, despite its CEO receiving $220 million, illustrating the importance of selecting companies with sustainable growth capabilities.
- Cybersecurity Stock Increase: During the market sell-off, Tengler also added to positions in cybersecurity firms like CrowdStrike, suggesting optimism about their future performance driven by the increasing demand for cybersecurity solutions.
- Return to Fundamentals: Tengler emphasizes the need for investors to focus on earnings, particularly noting the strong performance of companies like Broadcom, Nvidia, and AMD over the past three to five years, advising against being swayed by short-term market sentiments and instead concentrating on long-term investment value.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 358.960
Low
500.00
Averages
631.36
High
678.00
Current: 358.960
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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