Added to YB: 2026-08-06
Pitch date: 2026-08-04
MSFT [bullish]
Microsoft Corporation
-1.79%
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
$496.36
Price Target
680.00 (+39%)
Dividend
0.75%
EV/EBITDA
17.84
P/E
27.17
EV/Sales
11.07
Sector
Software
Category
value
Microsoft: 43% Azure Growth, Priced for a Slowdown
MSFT: Enterprise software monopoly + fastest hyperscaler (Azure $100B+, +43%). Down 11% in a yr while fwd EPS +23%, now 23.9x vs 29.8x 5Y avg (below -1 SD) for 15.4% EPS growth. 68% GM, 40% NM, 23% ROIC, net cash, RPO $678B +84%. Bear: capex 35% of rev crushed FCF to ~20%. Fair value bear $453/base $567/bull $680; ~24% upside to base. Accumulate $317-453; OpenAI ~1/3 of backlog a risk.
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