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Added to YB: 2025-06-12

Pitch date: 2025-06-11

MSFT [bullish]

Microsoft Corporation

+1.09%

current return

Author Info

No bio for this author

Company Info

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company’s Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Windows Commercial, Power BI, Exchange, SharePoint, Microsoft Teams, Security and Compliance, and Copilot; Microsoft 365 Commercial products, such as Windows Commercial on-premises and Office licensed services; Microsoft 365 Consumer products and cloud services, such as Microsoft 365 Consumer subscriptions, Office licensed on-premises, and other consumer services; LinkedIn; Dynamics products and cloud services, such as Dynamics 365, cloud-based applications, and on-premises ERP and CRM applications.

Market Cap

$3.6T

Pitch Price

$473.35

Price Target

605.00 (+26%)

Dividend

0.75%

EV/EBITDA

21.47

P/E

34.39

EV/Sales

12.29

Sector

Software

Category

growth

Show full summary:
Citi Sees AI Tailwinds for Microsoft, Raises PT to $605

MSFT (analyst update): Citi raised PT to $605 (Buy), added 90-day catalyst watch. Top software pick for AI cycle, defensive in choppy macro. Azure inflection point reached based on exit rate math & token usage. Catalysts: Q4 earnings with FY26 guidance; Street's Azure estimates likely too low for FY26.

Read full article (1 min)