Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
MSFT [neutral]
Microsoft Corporation
+12.04%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$481.48
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:
Mar Vista U.S. Quality Strategy Portfolio Holding: Microsoft Corporation
MSFT (top holding): Q4 pressure on AI capex concerns but strong cash flows fund growth. Azure accelerating growth, capacity-constrained. Copilot adoption rising across enterprise base. OpenAI partnership risk but well-positioned for long-term AI monetization across global IT footprint.
Read full article (2 min)