Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
MSFT [bullish]
Microsoft Corporation
+1.13%
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
N/A
Pitch Price
$414.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.88
P/E
24.86
EV/Sales
N/A
Sector
Software
Category
growth
Baron Durable Advantage Fund Added On Position: Microsoft Corporation
MSFT (added to position): Added on short-term volatility. Azure +38% YoY (light of 39-40% est) due to capacity allocation across 1st/3rd party apps; capacity constrained but adding rapidly. 15M Copilot seats (3% of 450M M365 users) poised for acceleration. Positioned as enterprise AI 'easy button' w/ sticky bundling, distribution & pricing power. OpenAI concentration overhang to fade as diversity increases.
Read full article (1 min)