Added to YB: 2026-08-25
Pitch date: 2026-08-20
MSFT [neutral]
Microsoft Corporation
+12.41%
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
$479.88
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:
Microsoft: The Proof Point Arrives
MSFT (earnings): F4Q26 proof point—Azure crossed $100B annual rev, guided +45% cc F1Q27; Copilot 50k+ seat customers +7x YoY; RPO +84% to $678B, 25% ex-OpenAI. Op margin flat 45.1% despite 69% capex jump. FCF -23% to $19.6B on lag. Stock +24% since print to $484. Watch OEM -7%.
Read full article (9 min)