Added to YB: 2026-02-04
Pitch date: 2026-02-02
MSFT [neutral]
Microsoft Corporation
+14.76%
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
$419.48
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 Q2 FY2026 Earnings: Key Takeaways
MSFT (earnings): Q2 rev $81.3B (+17% YoY), EPS $4.14 (+24%) beat est but shares -6% on capex concerns. Azure +39% but capacity constrained. $625B RPO (+110%) w/ 45% from OpenAI deal creates concentration risk. Capex $37.5B pressured FCF to $5.9B (-9%). Capacity constraints persist thru mid-2026.
Read full article (5 min)