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Added to YB: 2025-08-04

Pitch date: 2025-07-31

MSFT [neutral]

Microsoft Corporation

-9.11%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$529.65

Price Target

N/A

Dividend

0.76%

EV/EBITDA

17.62

P/E

26.83

EV/Sales

10.93

Sector

Software

Category

growth

Show full summary:
Microsoft Q2 2025 Earnings Analysis

MSFT (earnings update): Record Q4 w/ $76.4B rev (+18.1% YoY), EPS $3.65 (+24%, beat by 8.6%). Azure +39% YoY (surpassed $75B annual), Cloud +27%. Copilot reached 100M MAU, GitHub 20M users (+75% QoQ enterprise). Game Pass hit $5B rev. Capacity constrained despite $24.2B CapEx. FY26 outlook: double-digit growth.

Read full article (8 min)