Added to YB: 2026-05-21
Pitch date: 2026-05-19
MSFT [bullish]
Microsoft Corporation
+1.66%
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
N/A
Pitch Price
$414.17
Price Target
N/A
Dividend
0.86%
EV/EBITDA
16.11
P/E
25.23
EV/Sales
10.03
Sector
Software
Category
growth
Microsoft: The Agentic Era Has a New Landlord
MSFT: Azure reaccelerated to 40% growth (3 consecutive quarters), $37B AI revenue run rate (+123% YoY), $627B RPO (+99% YoY). Q4 Azure guidance 39-40% beat street's 37%. Copilot at 20M paid seats, only 4.4% of 450M M365 base. Agentic shift from assistant to autonomous agent enables consumption pricing vs seat-based, expanding ARPU. $190B CY26 capex builds infrastructure moat in supply-constrained market. Trading 22x fwd P/E vs 29x 5yr avg despite faster growth. FCF compression temporary as GPU ROI compounds.
Read full article (12 min)