Published

07 Aug 25

Updated

07 Dec 25

Views

7.2k

Not Invested

Fair Value

US$420

Share price07 Dec

US$484.3115.3% overvalued

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1Y-4.23%

7D-1.65%

After the AI Party: A Sobering Look at Microsoft's Future

PI

Author hasn't set their bio yet

Published

07 Aug 25

Updated

07 Dec 25

Views

7.2k

Not Invested

Shared on 07 Dec 25

Fair value Decreased 16%

The Leaking Dreadnought

Microsoft’s big push into AI could end up backfiring if it drives up costs, pushes customers toward cheaper alternatives, and even leads companies to buy fewer Microsoft subscriptions. At the same time, growing frustration with Windows and other consumer products could weaken the “default choice” effect that has helped keep Microsoft strong in the workplace.

752 views

Fair Value vs Share Price

US$420

vs US$484.3115.3% overvalued

-0.8%

Revenue growth

36.1%

Profit margin

Recent News & Updates

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Company analysis

Outstanding track record with flawless balance sheet and pays a dividend.

Market capUS$3.6t

PB8.1x

Estimated Growth15.3%

Dividend Yield0.8%

CEO & management

Satya Nadella

CEO

6.1yrs

CEO Tenure

A technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.