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Added to YB: 2026-02-02

Pitch date: 2026-01-29

MSFT [neutral]

Microsoft Corporation

+10.28%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$436.53

Price Target

N/A

Dividend

0.76%

EV/EBITDA

17.62

P/E

26.83

EV/Sales

10.93

Sector

Software

Category

growth

Show full summary:
Microsoft Earnings

MSFT (earnings): $81.3B rev (+17% YoY) beat; Azure +39% YoY supply-constrained; Copilot 15M paid seats (+160% YoY); GitHub 4.7M subs (+75%); 47% op margin (+1.6pp) despite $37.5B CapEx; Gaming -9% YoY on weak content; Q3 guide 15-17% growth; demand exceeds AI capacity supply.

Read full article (7 min)