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,” Keith Weiss said. “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.