Professional
Added to YB: 2025-09-25
Pitch date: 2025-08-08
MSFT [neutral]
Microsoft Corporation
+4.32%
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
$4.0T
Pitch Price
$517.08
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Show full summary:
Mott Capital Management Portfolio Holding: Microsoft Corporation
MSFT position trimmed: Conflicted on valuation despite strong Q1/Q2 results & guidance. AI hype could drive shares higher but massive datacenter capex raises ROI concerns. Risk of AI commoditization over time without clear differentiation. Watching earnings closely - may exit position entirely.
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