Ticker:MSFT
Market Cap: $12.32 billion
Revenue 5-year CAGR (2016-2021 estimates): 11%
EPS 5-year CAGR: 16%
Price Target: $130
Comment: “Ramping public cloud adoption + improving margins = framework for a $1 trillion market cap … and beyond,” said Keith Weiss. “A public cloud solution portfolio spanning core infrastructure services (e.g. compute, storage), to compelling platform-as-a-service capabilities (e.g. data, identity, analytics, machine learning), and up the stack to the application layer (e.g. productivity apps, front office apps, core financials) differentiates the Microsoft public cloud offering from peers.
However, it is the combination of these Public Cloud assets with pre-existing enterprise assets, including a large existing customer base,expansive direct and indirect distribution channel, over 6 million .
