<- Go home

Added to YB: 2025-07-11

Pitch date: 2025-07-09

MSFT [bullish]

Microsoft Corporation

-4.54%

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

$501.29

Price Target

600.00 (+25%)

Dividend

0.75%

EV/EBITDA

21.47

P/E

34.39

EV/Sales

12.29

Sector

Software

Category

growth

Show full summary:
Oppenheimer Upgraded Microsoftto Outperform with a $600 PT.

MSFT: Oppenheimer upgrade to Outperform, $600 PT. Azure's strong growth & AI scaling offer valuation support + upside. FY26 Azure re-acceleration not priced in. One of few software vendors delivering Rule of 60 at scale, justifying premium multiples as long-term AI winner.

Read full article (1 min)