Added to YB: 2025-08-04
Pitch date: 2025-08-01
MSFT [neutral]
Microsoft Corporation
-7.95%
current return
Author Info
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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
$522.99
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Microsoft Corporation - $MSFT
MSFT (earnings update): Q4 beats with rev +18% to $76.4B, op profit +22.8%, EPS +21.7%. Azure cloud shines at +39% YoY. Commercial RPO +37% to $368B, 98% recurring revenue. CapEx surging to $90B for FY26 (CAGR 28%) to meet contracted backlog. Valuation at 33.9x 2Y fwd P/E for 13-14% earnings growth, DCF $430-510. Holding 4% position.
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