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Added to YB: 2026-04-29

Pitch date: 2026-04-21

MSFT [neutral]

Microsoft Corporation

+0.72%

current return

Author Info

No bio for this author

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

$3.2T

Pitch Price

$426.19

Price Target

N/A

Dividend

0.86%

EV/EBITDA

16.94

P/E

26.58

EV/Sales

10.44

Sector

Software

Category

growth

Show full summary:
The Ithaka Group Portfolio Holding: Microsoft Corporation

MSFT (holding update): Platforms/services for business productivity, gaming, Azure cloud. Q underperformance on investor concerns over massive AI capex & uncertain near-term ROI. Sell-off driven by rotation from high-valuation tech, SaaS re-rating amid enterprise spending slowdown fears & AI disruption risk.

Read full article (1 min)