Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
MSFT [neutral]
Microsoft Corporation
+4.87%
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
$3.7T
Pitch Price
$481.48
Price Target
N/A
Dividend
0.73%
EV/EBITDA
18.15
P/E
27.65
EV/Sales
11.26
Sector
Software
Category
growth
Show full summary:
Mar Vista U.S. Quality Strategy Portfolio Holding: Microsoft Corporation
MSFT (top holding): Q4 pressure on AI capex concerns but strong cash flows fund growth. Azure accelerating growth, capacity-constrained. Copilot adoption rising across enterprise base. OpenAI partnership risk but well-positioned for long-term AI monetization across global IT footprint.
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