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Added to YB: 2025-11-04

Pitch date: 2025-10-30

MSFT [neutral]

Microsoft Corporation

-8.24%

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

$524.64

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 Q3 2025 Earnings Analysis

MSFT (earnings): Q1 rev $77.7B (+18.4% YoY) beat; Azure +40% w/ capacity constraints through FY26; M365 Copilot adoption +50% QoQ, 150M Copilot MAUs; OpenAI deal extended to 2030/2032 w/ $250B Azure services; commercial bookings +112%, RPO $392B; cloud GM 68% down on AI mix; capex $34.9B rising

Read full article (9 min)