Added to YB: 2026-06-30
Pitch date: 2026-06-28
MSFT [bullish]
Microsoft Corporation
+31.62%
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
$3.8T
Pitch Price
$377.50
Price Target
585.00 (+18%)
Dividend
0.72%
EV/EBITDA
18.50
P/E
28.19
EV/Sales
11.48
Sector
Software
Category
value
Deep Dive (6/10): Microsoft ($MSFT)
MSFT: Down 32% from $555 peak on AI ROI fears, $190B capex, OpenAI backlog risk (45% of $625B RPO). Bull case: PBP 60%+ margins, Azure +40% YoY on $100B base, Copilot 20M seats, E7 ($99/seat) & Cowork launches strong. Distribution/trust moat beats best model. Buy at 22x; base case $585/share at 20x EBIT.
Read full article (12 min)