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Added to YB: 2026-04-29

Pitch date: 2026-04-21

MSFT [neutral]

Microsoft Corporation

+16.01%

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

$424.48

Price Target

N/A

Dividend

0.74%

EV/EBITDA

18.06

P/E

27.52

EV/Sales

11.21

Sector

Software

Category

growth

Show full summary:
The Ithaka Group Portfolio Holding: Microsoft Corporation

MSFT (holding update): Platforms/services for business productivity, gaming, Azure cloud. Q underperformance on investor concerns over massive AI capex & uncertain near-term ROI. Sell-off driven by rotation from high-valuation tech, SaaS re-rating amid enterprise spending slowdown fears & AI disruption risk.

Read full article (1 min)