Added to YB: 2026-05-05
Pitch date: 2026-04-30
MSFT [neutral]
Microsoft Corporation
+0.2%
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
$3.2T
Pitch Price
$412.80
Price Target
N/A
Dividend
0.86%
EV/EBITDA
16.14
P/E
25.28
EV/Sales
10.05
Sector
Software
Category
growth
Microsoft 3QFY26 Earnings: Is AI a CIO Cycle or a User Cycle?
MSFT (earnings): Q3 rev $82.9B (+18% YoY), beat by $1.5B; Azure +39% CC (guided 39-40% Q4), AI run-rate $37B (+123% YoY), M365 Copilot 20M paid seats. CY26 capex $190B (+$35B vs est). Key risk: Anthropic's Claude Cowork integrated into Copilot suggests Microsoft is middleware vs OS-layer owner; if agents own user intent, governance layer captures value but not sovereignty. Bull case assumes Agent 365 becomes ubiquitous like Active Directory.
Read full article (8 min)