MSFT's Azure and AI integration provides strong secular tailwinds. FCF accretion and ongoing multiple expansion, coupled with consistent double-digit EPS growth, makes $450 a low hurdle. Current price ~$425. 95% YES — invalid if broad market crashes >20%.
MSFT's Azure and AI integration provides strong secular tailwinds. FCF accretion and ongoing multiple expansion, coupled with consistent double-digit EPS growth, makes $450 a low hurdle. Current price ~$425. 95% YES — invalid if broad market crashes >20%.