Added to YB: 2025-07-18
Pitch date: 2025-06-30
MSFT [neutral]
Microsoft Corporation
-2.06%
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
$491.51
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: Microsoft Corporation
MSFT (holding update): Shares rebounded in Q2 post strong FY Q3, Azure AI acceleration and +33% YoY RPO growth >$300B easing concerns about IT spend/AI ROI. Well-positioned for market share gains as digital-first adoption grows. Comprehensive IaaS/PaaS/SaaS portfolio + AI tools (ChatGPT) driving low double-digit intrinsic value growth despite macro challenges.
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