Added to YB: 2024-06-21
Pitch date: 2024-04-05
MSFT [bullish]
Microsoft Corporation
+15.42%
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
$417.09
Price Target
500.00 (+3%)
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Alpha Wealth Funds – The Insiders Fund Portfolio Holding: Microsoft Corporation
MSFT: Largest pos at 32% nominal incl options. Sprawling software empire incl gaming via Blizzard acq. Nadella turned ship around w/ cloud, Office on all platforms. 49% of OpenAI gives rights to commercialize IP, Azure hosts. Hired Suleyman from Inflection to lead consumer AI. Transformative Copilot monetization coming. AI to change cloud growth trajectory. Major AI-integrated Windows version H2 '24. No insider buying but high conviction bet.
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