Added to YB: 2026-04-08
Pitch date: 2026-04-05
MSFT [bullish]
Microsoft Corporation
-0.32%
current return
Author Info
No bio for this author
Company Info
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The 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, including 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
$2.8T
Pitch Price
$373.49
Price Target
N/A
Dividend
0.98%
EV/EBITDA
14.89
P/E
23.33
EV/Sales
9.18
Sector
Software
Category
growth
2 Mega Caps You Can Buy Near the April 2025 Prices (While Their Businesses Have Improved) - Why Microsoft is desperate for energy
MSFT: Azure growth capped by power/space, not demand. $625B backlog (45% OpenAI). Building energy sovereignty: restarting Three Mile Island (835MW), $10B Brookfield renewables deal (10.5GW by 2030), small modular reactors for datacenters, fusion PPA w/Helion (2028 target). Outsourcing via $9.7B IREN, $12B CoreWeave deals to bypass construction delays. Q4 rev $81.3B (+17% YoY), Azure +39% YoY (12% from AI). $110-120B capex 2026 vs $80B 2025.
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