Added to YB: 2026-09-08
Pitch date: 2026-09-05
MSFT [bullish]
Microsoft Corporation
Author Info
Krypton Research provides long/short thematic investing research. Sign up for the newsletter.
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
N/A
Price Target
552.00 (+10%)
Dividend
0.73%
EV/EBITDA
18.27
P/E
27.84
EV/Sales
11.34
Sector
Software
Category
growth
Into The Wreckage - A Basket of SaaS Winners - Microsoft Corporation
MSFT: Microsoft is down roughly 30% from its high, creating an entry point at about 21x forward earnings; more importantly, usage pricing at GitHub Copilot and Dynamics 365 alongside 10-33% Microsoft 365 price increases argues agents can expand rather than erode software revenue. Azure grew 40%, but roughly $190B of guided capex has pressured free cash flow, while OpenAI represents about 45% of the $627B backlog.
Read full article (2 min)