Added to YB: 2025-08-01
Pitch date: 2025-07-31
MSFT [neutral]
Microsoft Corporation
-10.94%
current return
Author Info
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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
$533.12
Price Target
668.00 (+40%)
Dividend
0.76%
EV/EBITDA
21.25
P/E
34.03
EV/Sales
12.17
Sector
Software
Category
growth
Microsoft $MSFT Q4 Earnings Analysis
MSFT (earnings update) - $668 PT: Q4 FY25 smashed expectations - Azure +39% YoY, total rev $76.44B (+18%), EPS $3.65 (+24%). AI driving growth across all segments. Cloud rev $46.7B (+27%) now 60% of business. DCF values $508-$668 range, P/E model $573-$655. AI monetization accelerating FCF growth to 18% next 3 years. Core holding for AI revolution.
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