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Microsoft Stock Still Has Upside: UBS Analyst

Although it’s not for everyone, Microsoft stock still holds appeal for some investors, UBS Senior Analyst Brent Thill said Monday on CNBC.

“I think you can be bullish,” he said on “Fast Money.” “The near-term risk is that Q1 looks to be a light quarter. The PC supply chain is extremely negative in PCs.”

While the release of Windows 8 has failed to provide a large boost to the stock, Thill noted that other areas of Microsoft’s business is doing well, such as its server software.

“The Street has not given them any credit for the server business,” he said, adding that price increases are adding to the company’s bottom line.

Windows 8, Thill said, was “more of a consumer-oriented launch.”

Written by Bruno J. Navarro, CNBC.com Producer.

Trader disclosure: On Oct. 1, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s “Fast Money” were owned by the “Fast Money” traders: JJ Kinahan is long BAC; JJ Kinahan is long C; JJ Kinahan is short GS puts; JJ Kinahan is short WFC Puts; JJ Kinahan is long CSCO, short puts; JJ Kinahan is long MSFT; JJ Kinahan is short GS Puts; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU; Joe Terranova is long VRTS; Joe Terranova is long WFM; Joe Terranova is long SWN; Joe Terranova is long TRV; Joe Terranova is long VZ; Joe Terranova is long VLO; Joe Terranova is long CSTR; Joe Terranova is long CHKP; Joe Terranova is long GLW; Joe Terranova is long EMC; Joe Terranova is long NXPI; Joe Terranova is short EUR; Brian Kelly is long QQQ; Brian Kelly is long GLD; Brian Kelly is long DBA; Brian Kelly is long RJA; Brian Kelly is long NAT GAS; Brian Kelly is long COPPER; Brian Kelly is long FCX;

For Brent Thill
The U.S. equity strategist, a member of his team, or one of their household members has a long common stock position: MSFT

This company/entity is, or within the past 12 months has been, a client of UBS Securities LLC, and investment banking services are being, or have been, provided.: MSFT

This company/entity is, or within the past 12 months has been, a client of UBS Securities LLC, and non-investment banking securities-related services are being, or have been, provided.: MSFT

This company/entity is, or within the past 12 months has been, a client of UBS Securities LLC, and non-securities services are being, or have been, provided.: MSFT

Within the past 12 months, UBS Securities LLC has received compensation from this company/entity: MSFT.

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