Professional
Added to YB: 2026-05-27
Pitch date: 2026-05-08
MSFT [neutral]
Microsoft Corporation
+21.04%
current return
Author Info
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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
$406.24
Price Target
N/A
Dividend
0.75%
EV/EBITDA
17.68
P/E
26.92
EV/Sales
10.97
Sector
Software
Category
growth
Show full summary:
AMG Yacktman Focused Fund Portfolio Holding: Microsoft Corporation
MSFT (holding update): Detractor in Q1 amid 'SaaSmaggedon' selloff hitting software broadly. Despite AI/agentic model disruption fears, remains core holding. Well-positioned across cloud infrastructure, enterprise software, gaming, LinkedIn ownership vs peers facing material product/model risk.
Read full article (1 min)