Added to YB: 2026-07-23
Pitch date: 2026-07-21
MSFT [bullish]
Microsoft Corporation
+27.92%
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
$3.7T
Pitch Price
$398.78
Price Target
520.00 (+5%)
Dividend
0.72%
EV/EBITDA
18.32
P/E
27.91
EV/Sales
11.37
Sector
Software
Category
value
Big Tech's Fear Sale: 5 Giants I'm Buying - $MSFT
MSFT: Wide-moat compounder at 21.4x fwd P/E (vs 29.9x 5Y avg), cheapest in 5yrs on AI-capex fear, not broken biz. ~17% rev/16% EPS growth, margins above avg, PEG 1.32 vs 2.24. Base case FV $520 (~24% upside), buy zone $291-$416. Risk: AI capex payoff depresses FCF margin (22.9% vs 28.9%).
Read full article (5 min)