By Brian Sozzi
Publication Date: 2026-05-15 11:03:00
Warren Buffett disciple Bill Ackman has gone fishing for value again, and he’s bringing back a new catch: beaten-up shares of Microsoft (MSFT).
The news: Ackman said in a new X post on Friday morning that his hedge fund Pershing Square (PS) will disclose a new position in Microsoft in a 13F filing later on Friday. He added that Microsoft is “a company we have followed for many years now offered at a highly compelling valuation.”
“We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results,” Ackman explained. “We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft’s trading average over the last few years.”
Ackman added that Microsoft’s multiple does not reflect the value of its 27% stake in OpenAI (OPAI.PVT), which he said would be approximately $200 billion, or 7% of…
