Added to YB: 2025-07-31
Pitch date: 2025-06-30
MSFT [neutral]
Microsoft Corporation
-2.06%
current return
Author Info
No bio for this author
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
$491.51
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
RiverPark Long/Short Opportunity Fund Portfolio Holding: Microsoft Corporation
MSFT (holding update): Azure up 31% YoY in Q2, highest in 18+ months. Strong performance in Productivity segment (Microsoft 365, Teams, Dynamics). AI monetization progressing via GitHub Copilot, Microsoft 365, Azure OpenAI. Uniquely positioned with cloud, productivity, AI tools. High recurring revenue, strong FCF, disciplined capital allocation.
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