Added to YB: 2024-03-11
Pitch date: 2024-03-11
MSFT [bullish]
Microsoft Corporation
+18.93%
current return
Author Info
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Company Info
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company’s Productivity and Business Processes segment offers Microsoft 365 Commercial, Enterprise Mobility + Security, Windows Commercial, Power BI, Exchange, SharePoint, Microsoft Teams, Security and Compliance, and Copilot; Microsoft 365 Commercial products, such as Windows Commercial on-premises and Office licensed services; Microsoft 365 Consumer products and cloud services, such as Microsoft 365 Consumer subscriptions, Office licensed on-premises, and other consumer services; LinkedIn; Dynamics products and cloud services, such as Dynamics 365, cloud-based applications, and on-premises ERP and CRM applications.
Market Cap
$3.6T
Pitch Price
$402.37
Price Target
475.00 (-1%)
Dividend
0.75%
EV/EBITDA
21.47
P/E
34.39
EV/Sales
12.29
Sector
Software
Category
growth
Microsoft Corporation - $MSFT
Company_name: Microsoft Corporation Ticker: MSFT Price_target: 475 Description: $MSFT Evercore ISI PT $475 Base case scenario we expect Gen AI to drive around $82.5 billion in incremental revenue in CY28, a 24% uplift to our previous CY28 revenue estimate. Our ‘bull case’ scenario indicates an incremental revenue opportunity of $142.8bn and $12.07 in incremental EPS. Our updated CY27 incremental AI revenue estimate of $54.6bn is $4.2bn higher than our prior ‘base case’ forecast from June 2023. Copilot is the “most straightforward” AI monetization opportunity for Microsoft.
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