Added to YB: 2026-07-10
Pitch date: 2026-07-08
MSFT [bullish]
Microsoft Corporation
+29.31%
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
$373.70
Price Target
505.00 (+5%)
Dividend
0.76%
EV/EBITDA
17.60
P/E
26.81
EV/Sales
10.92
Sector
Software
Category
value
Microsoft is still a terrific business!
MSFT: Down 33% from Oct 2025 high to 6-yr-low multiple despite Q3 FY26 rev +18% to $82.9B, 46% op margin, Azure +40%, AI run-rate $37B (+123%), backlog +99% to $627B. Worst Mag7 of 2026. DCF base $422/sh vs ~$380; 28x fwd = $505. Risks: $150B+ capex ROI, OpenAI 45% backlog concentration, Copilot gap. FY27 FCF inflection catalyst.
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