Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-15
MSFT [neutral]
Microsoft Corporation
+17.76%
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
$418.18
Price Target
N/A
Dividend
0.74%
EV/EBITDA
18.06
P/E
27.52
EV/Sales
11.21
Sector
Software
Category
growth
Wedgewood Partners Portfolio Holding: Microsoft
MSFT (holding update): Q1 rev +15%, op income +20%, backlog doubled to $600B+, but multiple contracted to multi-year lows. Capex +65% yielded strong ROIC historically; commercial bookings tripled. OpenAI stake worth $100B+ vs initial investment (10x return). Market fading large-cap tech ahead of OpenAI/Anthropic/SpaceX IPOs, but MSFT's productivity suite remains sticky & complementary to AI workflows.
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