📰 Microsoft (MSFT) Soars on $11B M365 Copilot Revenue Forecast, Jefferies Maintains Strong Buy

📅 Jul 16, 2025, 21:27 EDT | 🔗 Source: GuruFocus

🧠 Summary

Jefferies survey reveals rising adoption of Microsoft 365 Copilot, projecting $11 billion revenue by 2026, prompting increased corporate spending and a buy rating with a $600 price target.

💡 Why this signal?

  • OpenAI's new ChatGPT agent extends AI capabilities to automate tasks typically done in Microsoft Office, directly overlapping with MSFT's AI-enhanced productivity tools.
  • The agent's ability to perform complex tasks like creating presentations and financial reports can accelerate user workflows, potentially drawing interest away from Microsoft’s offerings.
  • Although OpenAI denies direct competition intent, the advancement increases competitive pressure on Microsoft to innovate further in AI-powered business software.

📈 MSFT Price Trend

⏱️ Impact Timing
as soon as the news is out
👥 Competitor Impact
  • ➡️ OpenAI: buy
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