Added to YB: 2025-11-04
Pitch date: 2025-10-30
MSFT [neutral]
Microsoft Corporation
-10.05%
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
$527.89
Price Target
N/A
Dividend
0.76%
EV/EBITDA
21.25
P/E
34.03
EV/Sales
12.17
Sector
Software
Category
growth
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)