Added to YB: 2026-08-03
Pitch date: 2026-07-30
MSFT [neutral]
Microsoft Corporation
+12.54%
current return
Author Info
TacticzHazel is a Long-Term Investor with a Value Mindset - Self-taught Investor with a Focus on Quality Fundamental Analyses in every Corner of the Market. 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
$3.8T
Pitch Price
$449.10
Price Target
N/A
Dividend
0.72%
EV/EBITDA
18.48
P/E
28.16
EV/Sales
11.47
Sector
Software
Category
growth
Quick thoughts on Microsoft Earnings
MSFT (earnings): Q4 rev +18% YoY to $90B+. Azure accelerating +43%; cloud $59.3B. CoPilot 30M paid seats. GAAP EPS inflated by $3.2B Anthropic/OpenAI gain (~$0.30). Capex exploded $41B (+70%), cash capex $35.8B (+110%), FCF -23% to ~$20B. Gross margin 67% (from 69%). Ex-OpenAI bookings +18% vs 10% incl. AI buildout getting costlier.
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