Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
MSFT [bullish]
Microsoft Corporation
+30.41%
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
$413.66
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Baron Durable Advantage Fund Added On Position: Microsoft Corporation
MSFT (added to position): Added on short-term volatility. Azure +38% YoY (light of 39-40% est) due to capacity allocation across 1st/3rd party apps; capacity constrained but adding rapidly. 15M Copilot seats (3% of 450M M365 users) poised for acceleration. Positioned as enterprise AI 'easy button' w/ sticky bundling, distribution & pricing power. OpenAI concentration overhang to fade as diversity increases.
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