Professional
Added to YB: 2025-04-28
Pitch date: 2025-03-31
MSFT [neutral]
Microsoft Corporation
+45.73%
current return
Author Info
No bio for this author
Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$4.0T
Pitch Price
$370.15
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Alger Spectra Fund Portfolio Holding: Microsoft Corporation
MSFT (holding update): Cloud services leader seeing Azure 3Q weakness, but AI sales strong (13% of Azure growth). Solid guidance on improved profitability & lower taxes. Positioned to capitalize on corporate digitization via Office365, LinkedIn, Dynamics, Azure & consumer segments. Well-positioned for AI leadership despite recent cloud softness.
Read full article (1 min)