Home / Sympathy plays / MSFT
MSFT Earnings Sympathy Plays 4 halo stocks
When MSFT beats revenue/EPS estimates by ≥4%, supply-chain and sector-proxy stocks tied to Cloud / Azure AI infrastructure often move in sympathy. These are the 4 names tickerseer maps to MSFT, with each stock's current public valuation. Open any ticker for its full fair-value assessment.
| Ticker | Blended P/E | vs Normal | Valuation |
|---|---|---|---|
| NTAP | 25.4 | 43% | Significantly overvalued |
| SMCI | 11.4 | -24% | Mixed on our tests |
| CRDO | 46.8 | -60% | Favorable on our tests |
| NVTS | No data | No data | Tracked (no valuation yet) |
Valuation shown is public (blended P/E vs historical normal). The proprietary SeerAI quality score, catalyst scoring, and earnings-week options setups require a subscription.
Get the free weekly earnings preview
One email each Monday with the week's named earnings setups, sympathy plays included. Strikes and sizing stay in the paid plan.
It's free, and you can unsubscribe any time. We also send a short product update once a month. Educational content, not investment advice.