Added to YB: 2026-07-08
Pitch date: 2026-07-05
MSFT [bullish]
Microsoft Corporation
+40.69%
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
$386.27
Price Target
445.00 (-18%)
Dividend
0.68%
EV/EBITDA
19.55
P/E
29.81
EV/Sales
12.13
Sector
Software
Category
growth
Microsoft: Undervalued & Undisruptable!
MSFT: Worst YTD since '22 on AI capex/software disruption fears—overblown. 'Spawner' w/ durable software cash flows (Office as knowledge-work standard via network effects/excess inertia). Azure $100B run-rate, 21% cloud share; AI capex nearing ROI. DCF fair value $445 vs $390, ~13% discount. Buyer.
Read full article (23 min)