Added to YB: 2026-08-18
Pitch date: 2026-08-17
MSFT [bullish]
Microsoft Corporation
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
$3.7T
Pitch Price
N/A
Price Target
637.10 (+33%)
Dividend
0.73%
EV/EBITDA
18.12
P/E
27.60
EV/Sales
11.24
Sector
Software
Category
growth
In-depth analysis of Microsoft's (MSFT) FY2026 Q4 financial report
MSFT (earnings): FY26 rev $331.8B (+18%), op profit $155.2B (+21%), non-GAAP NI $128.8B (+22%). Azure +41% ($100B+, healthy utilization), RPO +84%. Clean core EPS $4.47. Cloud GM fell to 65%, M365 slowed to 14%. Q4 capex $41B; depreciation extended 15→25yrs. OpenAI 70% of RPO risk. Stock $499.86 vs base $459/bull $637; buy on pullbacks.
Read full article (14 min)