HomeTechSoftwareMicrosoft’s (MSFT) Leadership In the A.I. Race

Microsoft’s (MSFT) Leadership In the A.I. Race

We estimate that Microsoft (MSFT) can generate $9.1B in sales and $0.49 in EPS by the end of FY26 from its Copilot portfolio, notes Macquarie’s Fred Havemeyer. He discusses MSFT’s leadership in the A.I. race, as Macquarie lifts MSFT’s price target to $430 from $405. He talks about how MSFT’s Copilot uptake will not be immediate, but it can generate share price upside as profitable monetization expands over the next few years. Tune in to find out more about the stock market today.

Trading 360

14 Dec 2023

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