Added to YB: 2026-05-21
Pitch date: 2026-05-19
MSFT [bullish]
Microsoft Corporation
+17.17%
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
$3.6T
Pitch Price
$412.51
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.57
P/E
26.76
EV/Sales
10.91
Sector
Software
Category
growth
Microsoft: The Agentic Era Has a New Landlord
MSFT: Azure reaccelerated to 40% growth (3 consecutive quarters), $37B AI revenue run rate (+123% YoY), $627B RPO (+99% YoY). Q4 Azure guidance 39-40% beat street's 37%. Copilot at 20M paid seats, only 4.4% of 450M M365 base. Agentic shift from assistant to autonomous agent enables consumption pricing vs seat-based, expanding ARPU. $190B CY26 capex builds infrastructure moat in supply-constrained market. Trading 22x fwd P/E vs 29x 5yr avg despite faster growth. FCF compression temporary as GPU ROI compounds.
Read full article (12 min)