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Added to YB: 2026-03-18

Pitch date: 2026-03-16

MSFT [bullish]

Microsoft Corporation

-0.21%

current return

Author Info

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Company Info

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications.

Market Cap

$3.0T

Pitch Price

$400.27

Price Target

N/A

Dividend

0.91%

EV/EBITDA

15.96

P/E

25.03

EV/Sales

9.83

Sector

Software

Category

turnaround

Show full summary:
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Microsoft Corporation

MSFT: Concerns over $150B AI capex & Copilot losing ground to Anthropic weighed on stock. Unique moat: OpenAI investor, GitHub Copilot (15M subs), #2 cloud provider, unmatched enterprise distribution to Fortune 500. Multi-year AI monetization cycle ahead. 25x PE attractive if credible LLMs/products deliver—rerating likely.

Read full article (1 min)