Added to YB: 2024-03-11
Pitch date: 2024-03-11
MSFT [bullish]
Microsoft Corporation
+20.39%
current return
Author Info
No bio for this author
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
$399.88
Price Target
475.00 (-2%)
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
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.
Read full article (1 min)