Professional
Added to YB: 2025-04-28
Pitch date: 2025-03-31
MSFT [neutral]
Microsoft Corporation
+30.05%
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
$370.15
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Alger Spectra Fund Portfolio Holding: Microsoft Corporation
MSFT (holding update): Cloud services leader seeing Azure 3Q weakness, but AI sales strong (13% of Azure growth). Solid guidance on improved profitability & lower taxes. Positioned to capitalize on corporate digitization via Office365, LinkedIn, Dynamics, Azure & consumer segments. Well-positioned for AI leadership despite recent cloud softness.
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