Professional
Added to YB: 2024-08-22
Pitch date: 2024-06-30
MSFT [bullish]
Microsoft Corporation
+9.15%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$3.6T
Pitch Price
$441.03
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund Added On Portfolio Holding: Microsoft Corporation
MSFT: Added to position. AI drives 7% Azure growth, 2/3 Fortune 500 using Azure OpenAI. GitHub Copilot +35% to 1.8M subs. Q4 rev +17% to $62B, op income +23%, EPS +20%. Cloud rev +23% to $35B, Azure +31% YoY. Low AI disruption risk, high AI upside via enterprise platform & OpenAI partnership.
Read full article (1 min)