Added to YB: 2026-02-02
Pitch date: 2026-01-29
MSFT [neutral]
Microsoft Corporation
+23.57%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$436.53
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Microsoft Earnings
MSFT (earnings): $81.3B rev (+17% YoY) beat; Azure +39% YoY supply-constrained; Copilot 15M paid seats (+160% YoY); GitHub 4.7M subs (+75%); 47% op margin (+1.6pp) despite $37.5B CapEx; Gaming -9% YoY on weak content; Q3 guide 15-17% growth; demand exceeds AI capacity supply.
Read full article (7 min)