Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-21
MSFT [neutral]
Microsoft Corporation
+13.59%
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
$3.7T
Pitch Price
$444.93
Price Target
N/A
Dividend
0.73%
EV/EBITDA
18.12
P/E
27.61
EV/Sales
11.25
Sector
Software
Category
growth
Aoris Investment Management Portfolio Holding: Microsoft Corporation
MSFT (holding update): Share price pulled back on capex concerns & rising AI competition (Google, Anthropic). Heavy data center investment justified by strong customer demand; mgmt expects attractive returns. Benefits from both own AI tool growth & competitors using Azure infrastructure. Confident positioning across AI stack despite near-term investor worries.
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