Added to YB: 2024-04-03
Pitch date: 2024-04-01
MSFT [bullish]
Microsoft Corporation
+14.5%
current return
Author Info
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Company Info
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company’s 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, such as 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
$3.6T
Pitch Price
$414.70
Price Target
550.00 (+15%)
Dividend
0.76%
EV/EBITDA
21.25
P/E
34.03
EV/Sales
12.17
Sector
Software
Category
growth
Jefferies Bullish on Microsoft: Raises PT to $550 on AI Opportunities
MSFT: Jefferies raises PT to $550, sees MSFT as key Gen AI beneficiary via Azure OpenAI infra & Copilots apps. Reiterated as franchise pick at 35x FY26E EPS, capturing transformational AI opportunity.
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