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Microsoft integrates Word and Excel more deeply into Copilot
- Stifel upgraded Microsoft Corp. to buy from hold, raising analyst Brad Reback's price target to $575 from $530, implying 15% upside from Tuesday's close of $498.
- Investors previously questioned Microsoft's heavy spending on artificial intelligence and cloud infrastructure, causing shares to stall; the stock is up less than 5% this year, trailing the 21% gain of the Nasdaq 100 Index.
- Analyst Reback cited "operational efficiencies" as supportive of stable operating margins, while Azure and Copilot advancements boost the company's large language model agnostic strategy, supporting sustained revenue growth.
- With 57 of 60 analysts tracked by LSEG recommending a buy or strong buy rating, the consensus aligns with Stifel's call; this represents about 96% of firms following the stock.
- Following blowout results in late July, Stifel wrote that Microsoft "clearly turned the corner," allowing recent momentum to continue; strong cash flows should limit the company's need for outside financing.
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33 Articles
33 Articles
Microsoft Abandons Standalone AI Chatbots to Focus on Copilot Integration
Microsoft is abandoning development of standalone personal AI chatbots to refocus resources on enhancing its integrated Copilot assistant across Microsoft 365, Windows, and other products. The shift prioritizes practical productivity gains over experimental consumer agents amid high costs and uneven adoption. This strategic consolidation aims to deliver a unified, context-aware AI experience.
Microsoft Rises as One of Last Analyst Holdouts Turns Bullish
Microsoft Corp. was upgraded to buy from hold at Stifel, in what represents a vote of confidence from one of the few Wall Street’s firms that were cautious on the stock after its lagging run this year. The shares gained nearly 1% in pre-market trading.
·New York, United States
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Coverage Details
Total News Sources33
Leaning Left2Leaning Right3Center4Last UpdatedBias Distribution45% Center
Bias Distribution
- 45% of the sources are Center
45% Center
L 22%
C 45%
R 33%
Factuality
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