Added to YB: 2025-11-04
Pitch date: 2025-10-31
MSFT [neutral]
Microsoft Corporation
-6.64%
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
$515.65
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Microsoft 1QFY26: Jagged intelligence & the Control Premium
MSFT (earnings): Q1 shows 'Great Re-Integration' as AI's jagged intelligence forces enterprises to pay control premium for integrated solutions. 112% bookings growth, $392B RPO (2yr duration) prove demand. $35B quarterly CapEx self-funded by $45B operating cash flow creates competitive moat. Azure +40%, margin stable despite mix shift. Dominating 'Cockpit' layer (security/compliance) while being adequate at infrastructure. Target customers choosing single accountable partner over best-of-breed fragmentation.
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