Added to YB: 2026-07-02
Pitch date: 2026-06-29
MSFT [bullish]
Microsoft Corporation
+45.68%
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
$370.29
Price Target
540.00 (+0%)
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
value
Microsoft Deep-Dive: Microsoft Isn’t 39× Free Cash Flow. On Owner’s Earning, It’s 21×
MSFT: Down 34% from Oct high on AI capex fears crushing FCF. Bull thesis: FCF is wrong lens mid-build; on owner's earnings 21× vs 39× FCF (33× decade norm), 18% rev growth. Azure +40%, backlog $627B (45% OpenAI = risk). DCF base case $540 (+53%), bear $317 (-10%, still +6%/yr).
Read full article (10 min)