Added to YB: 2026-05-19
Pitch date: 2026-05-16
MSFT [neutral]
Microsoft Corporation
+1.66%
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
$3.1T
Pitch Price
$416.62
Price Target
N/A
Dividend
0.86%
EV/EBITDA
N/A
P/E
25.13
EV/Sales
N/A
Sector
Software
Category
growth
Day 50: Microsoft $MSFT
MSFT (overview): AI rev $37B (+123% YoY), 20M+ M365 Copilot seats (+250% YoY), 1.6B Windows devices, 46% op margin, 9.3x EV/ARR. Bull: unmatched enterprise distribution, Office ARPU doubling potential, history crushing younger rivals via bundling. Bear: lagging OpenAI/Anthropic on models, Anthropic threat to productivity dominance, infrastructure behind vs Google's DeepMind/TPUs. Key risk: AI platform shift moves too fast for 'mountain to walk.'
Read full article (6 min)