Added to YB: 2025-11-20
Pitch date: 2025-11-18
MSFT [neutral]
Microsoft Corporation
+10.95%
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
$486.18
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:
Microsoft: Compute Starved, Like Amazon and Meta.
MSFT (update): FCF rising 32% YoY to $45.1B as CapEx increases, long-term debt declining. M365 Copilot adoption +50% QoQ. RPO backlog weighted avg duration 2 years signals sustained demand. ~50% CapEx in short-duration GPU/CPU assets. Strong cloud billings drive cash growth, contradicting AI bubble fears.
Read full article (4 min)