Added to YB: 2026-05-05
Pitch date: 2026-04-30
MSFT [neutral]
Microsoft Corporation
+12.82%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$3.3T
Pitch Price
$411.91
Price Target
N/A
Dividend
0.81%
EV/EBITDA
16.52
P/E
25.13
EV/Sales
10.25
Sector
Software
Category
growth
Microsoft Earnings Q1 2026
MSFT (earnings): Q1 rev $82.9B (+18% YoY) beat; EPS $4.27 (+21%) beat. Azure +40% YoY drove cloud growth. M365 Copilot hit 20M seats (+250% YoY adds). GitHub Copilot moving to usage-based pricing June 1. RPO $627B (+99% w/ OpenAI). Q4 capex >$40B; CY26 capex ~$190B. Margins pressured: gross 67.6% (-1.1pp), cloud GM to drop to 64% Q4 on AI infra spend. Gaming -7%, Windows OEM -2%. Capacity constrained through 2026. FY27 expects double-digit rev/OI growth.
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