Added to YB: 2026-04-08
Pitch date: 2026-04-05
MSFT [bullish]
Microsoft Corporation
+29.41%
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
$3.6T
Pitch Price
$372.00
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
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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