BREAKING
Microsoft SOTP value up to $3.8T
0
T
SOTP value
0
T
Enterprise value
0
%
Premium over
0
B
FY26 capex
0
B
One quarter
0
B
Azure backlog
Hyperscaler 2026 capex plans
Amazon
200
Alphabet
180
Meta
125
Microsoft
120
0
B
AI run rate
0
%
YoY growth
0
G2 rating
Can AI spend close the gap
AI NEWS BLITZ
A sum-of-the-parts analysis pegs Microsoft's worth well above its market value.