Professional
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
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.
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