Tom Nash on Microsoft (MSFT): the quotes, dated.
6 dated quotes about Microsoft stock (MSFT), selected from all 71 Tom Nash videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with MSFT’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- MSFT close, 2026-10-19
- $533.52
- Price since the first forecast, Nov 28, 2025
- +8.4%
- S&P 500 (SPY), same period
- +12.2%
- vs the S&P 500
- -3.8 pp
- Latest stance, Jul 27, 2026
- Valuation view
- Mentions found
- 90 in 25 of 71 videos
The short version
In November 2025 Tom Nash put Microsoft forward as a pick, saying it scored 80 of 100 on their scorecard. In February 2026 they called the stock cheap and described it as a cloud giant with a distribution platform. Later that month they ranked it fourth among cloud companies, citing Azure's deep stack inside the Microsoft ecosystem. In May 2026 Tom Nash said their model valued Microsoft at $1,400 a share, against a $400 trading price. In July 2026 they said Microsoft's pricing was misunderstood. Later that month they projected $250 billion in net profit by 2030, a value of $924 per share against a $381 price, and 142% upside.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Jul 27, 2026
Valuation view
“Microsoft by 2030 is going to make $250 billion in net profit. Okay? If you use a multiple of 28 and you divide it by the number of shares, we're talking about based on current numbers, Microsoft is a $924 per share. Okay? Currently trading at 381. That means we have 142% upside baked into Microsoft as we stand today”
Bullish call · Price rose
The price rose since the first bullish quote.
MSFT from to . Price movement, not the creator’s realized return.
Price up since 6 of 6 quotes · Stock ahead of SPY: 5 of 6
Leaderboard result: Lagged the market (6 months, → ). How it is scored
Tom Nash’s price target and valuation calls on MSFT
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
And according to my model, this is a $1,400 stock, which means that it's currently trading at 400.
Valuation view
Microsoft by 2030 is going to make $250 billion in net profit. Okay? If you use a multiple of 28 and you divide it by the number of shares, we're talking about based on current…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MSFT · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $518 |
| 2025-10-31 | $518 |
| 2025-11-28 | $492 |
| 2025-12-31 | $484 |
| 2026-01-30 | $430 |
| 2026-02-27 | $393 |
| 2026-03-31 | $370 |
| 2026-04-30 | $408 |
| 2026-05-29 | $450 |
| 2026-06-30 | $373 |
| 2026-07-31 | $465 |
| 2026-08-31 | $507 |
| 2026-09-30 | $513 |
| 2026-10-19 | $534 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MSFT · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $518 |
| 2025-10-31 | $518 |
| 2025-11-28 | $492 |
| 2025-12-31 | $484 |
| 2026-01-30 | $430 |
| 2026-02-27 | $393 |
| 2026-03-31 | $370 |
| 2026-04-30 | $408 |
| 2026-05-29 | $450 |
| 2026-06-30 | $373 |
| 2026-07-31 | $465 |
| 2026-08-31 | $507 |
| 2026-09-30 | $513 |
| 2026-10-19 | $534 |
What Tom Nash said, when
- 1
— Named as a pick
23:46 “That company is Microsoft, ticker MSFT. Yes, I know they've been around for decades. I get it. But hear me out. Microsoft scores 80 of 100 on our scorecard, which is phenomenal.”
In a video on long-term AI investment opportunities, he named Microsoft as the company he associates with distribution.
- 2
— Named as a pick
19:27 “Microsoft is cheap right now and it's not going to be for much long. It's a cloud giant with a distribution platform.”
He was arguing that Microsoft is not a legacy software business and not dependent on OpenAI as a single client, and that it was mispriced.
- 3
— Named as a pick
12:08 “And number four, Microsoft, even though it doesn't have the innovation of Google, even though it doesn't have the old clients of Oracle, the size of Amazon, but Azure has such a deep stack inside the Microsoft ecosystem.”
He was ranking four cloud companies and placed Microsoft fourth on his list.
- 4
— Valuation view
15:55 “And according to my model, this is a $1,400 stock, which means that it's currently trading at 400.”
He gave the intrinsic value his model produced for Microsoft, citing Azure and its enterprise software integration.
- 5
— Named as a pick
16:43 “Same thing with Microsoft. Might be even worse as far as pricing and misunderstanding. They own the cloud, the business software, the data, and all the tools required to run these AI agents inside the organizations, okay?”
Just before this he said "You can't go wrong with Amazon" in a video on the best AI stocks to buy.
- 6
— Valuation view
16:01 “Microsoft by 2030 is going to make $250 billion in net profit. Okay? If you use a multiple of 28 and you divide it by the number of shares, we're talking about based on current numbers, Microsoft is a $924 per share. Okay? Currently trading at 381. That means we have 142% upside baked into Microsoft as we stand today”
He noted that Microsoft was down 30% from its highs and had a backlog of over $600 billion, then modeled a 2030 value per share.
No quote added since · 9 later videos from Tom Nash · covers videos through
Other creators on MSFT
- Adam KhooNot buying more+6.5%
- Everything MoneyRisk acknowledged+16.0%
- Business with BrianValuation view+5.2%
- Sven CarlinValuation view+44.1%
- Joseph CarlsonValuation view+31.8%
- Jeremy LefebvreNamed as a pick+23.1%
- Daniel PronkMention+33.5%
More from Tom Nash
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- Nvidia NVDABuying the dip+23.2%
- Palantir PLTRValuation view+47.7%
- AMD AMDMention+164.1%
- Bloom Energy BERisk acknowledged-7.5%
- CrowdStrike CRWDMention+79.2%
How to read this
Quotes are short excerpts from Tom Nash's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is MSFT's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 71 of 71 videos published since 2025-09-10 covered; 90 Microsoft mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal