Added to YB: 2026-05-19
Pitch date: 2026-05-16
MSFT [neutral]
Microsoft Corporation
+30%
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
$414.95
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Day 50: Microsoft $MSFT
MSFT (overview): AI rev $37B (+123% YoY), 20M+ M365 Copilot seats (+250% YoY), 1.6B Windows devices, 46% op margin, 9.3x EV/ARR. Bull: unmatched enterprise distribution, Office ARPU doubling potential, history crushing younger rivals via bundling. Bear: lagging OpenAI/Anthropic on models, Anthropic threat to productivity dominance, infrastructure behind vs Google's DeepMind/TPUs. Key risk: AI platform shift moves too fast for 'mountain to walk.'
Read full article (6 min)