Added to YB: 2026-08-03
Pitch date: 2026-07-30
MSFT [neutral]
Microsoft Corporation
+12.54%
current return
Author Info
Studio Innovation shares daily updates from leading hyperscalers (Nvidia, Google, Apple, Amazon, Tesla, Meta, Microsoft), with a focus on AI, memory, data centers, neoclouds, crypto, and fast-growing companies. Subscribe to 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
Record revenue and cloud growth, with accelerating AI adoption and a robust FY 2027 outlook - $MSFT
MSFT (earnings): Q4 FY26 rev +18% YoY to $90.0B ($2.4B beat), EPS $4.74 ($0.50 beat). Azure +43% fx-neutral, surpassed $100B annual rev; Q1 guide 45% cc. Backlog +81% YoY (+$45B). 30M+ Copilot seats, $3.2B Anthropic gain. Mgmt: demand exceeds supply, capex flexible. Stock -24% 1yr.
Read full article (2 min)