Added to YB: 2026-07-08
Pitch date: 2026-07-06
MSFT [bullish]
Microsoft Corporation
+37.72%
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
$391.71
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Show full summary:
Q3 2026: 7 Themes For A Post-Meltup Quarter - Microsoft Corporation
MSFT: Down ~8% YoY despite AI ARR +123% to $37B & Azure +40%. Market wrongly views it as capex-bleeding OpenAI hostage. Owns ~27% of OpenAI—worth ~$270B (~9% of mkt cap) at $1T IPO, essentially free call option. Stickiest enterprise base + cash-printing legacy. The unloved Mag7 to own.
Read full article (1 min)