What smart money is saying about Microsoft Corporation
12 funds in our archive have pitched Microsoft Corporation — most recently Aoris in March 2026.
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business; Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. The Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related Client Access Licenses; GitHub that provides a collaboration platform and code hosting service for developers; Nuance provides healthcare and enterprise AI solutions; and Azure, a cloud platform. It also offers enterprise support, Microsoft consulting, and nuance professional services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. The More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; and Windows Internet of Things. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.
Fund coverage · 12 theses
- AorisMarch 2026
Microsoft is a diversified software leader with cybersecurity leadership, integrated product breadth, and strong customer value supporting long-term durability amid AI adoption.
Read the full thesis - AGT PartnersMarch 2026
Microsoft is a deeply entrenched software platform with an underappreciated bundling moat and attractive valuation.
Read the full thesis - Brown Advisory Global Leaders Sustainable FundMarch 2026
Microsoft Corporation is generating real GenAI growth while continuing strong performance across Azure and Windows.
Read the full thesis - Baron Durable Advantage FundMarch 2026
Microsoft is a durable enterprise platform with sticky products, AI-driven cloud growth, and long-term monetization potential.
Read the full thesis - Mar Vista US Quality PremierDecember 2025
Microsoft is funding substantial AI infrastructure and seeing accelerating Azure and Copilot adoption, supporting long-term monetization of generative AI.
Read the full thesis - Ironvine Capital PartnersDecember 2025
Microsoft is a scaled enterprise software and cloud leader with strong AI partnerships, large contracted backlog, and disciplined execution supporting durable growth.
Read the full thesis - Jensen Quality Growth Equity CompositeDecember 2025
Microsoft is a scaled cloud and enterprise software leader investing in AI infrastructure, with durable moats and long-term compounding potential despite near-term margin and FCF pressures.
Read the full thesis - Vulcan Value PartnersDecember 2025
Microsoft Corporation is deeply entrenched with high switching costs and strong Azure growth, benefiting from cloud and AI tailwinds with a synergistic bundling model.
Read the full thesis - Vulcan Value PartnersJune 2025
Microsoft is a dominant software company poised for growth through its AI and cloud computing advancements, benefiting from customer loyalty and an effective product bundling strategy.
Read the full thesis - AorisJune 2025
With dominant positions in both cloud computing and AI, and continued strong growth across its software ecosystem, Microsoft is poised to deliver sustained value creation and remains an attractive long-term investment.
Read the full thesis - Covesto Patient CapitalMarch 2025
Microsoft (MSFT) is the world's largest software company with strong market leadership in Office suites and PC operating systems, expected to see significant revenue growth from Azure and Office, generating a robust operating income with room for further expansion in cloud services.
Read the full thesis - AorisMarch 2025
Microsoft is expected to see strong long-term demand for cloud computing services despite concerns over its significant spending on data centres.
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