Added to YB: 2026-05-05
Pitch date: 2026-04-30
MSFT [neutral]
Microsoft Corporation
+12.82%
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
$3.3T
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 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)