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Added to YB: 2026-08-03

Pitch date: 2026-07-30

MSFT [neutral]

Microsoft Corporation

+3.27%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.

Market Cap

$3.3T

Pitch Price

$450.00

Price Target

N/A

Dividend

0.81%

EV/EBITDA

16.52

P/E

25.13

EV/Sales

10.25

Sector

Software

Category

growth

Show full summary:
Microsoft Corporation Earnings

MSFT (earnings): Q2 rev $90.0B (+17.7% YoY) beat 2.9%; EPS $4.81 beat 14.5%; net margin 39.7% (+4.1pp). Azure +43%, accelerating to ~45% next Q. RPO +84% to $678B. Copilot 30M seats. GM -1.4pp to 67.2% on AI mix. CapEx $41B, $50B+ next Q; FCF $19.6B. Weak PC/Xbox. Next Q guide ~17-18%.

Read full article (4 min)