{"id":90717,"topic":"ai","source":"Stocktwits","title":"MSFT Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz - Stocktwits","url":"https://stocktwits.com/news-articles/markets/equity/msft-copilot-operating-system-higher-engagement-monetization-oppenheinmer/cZMgQ8IRBOw","url_hash":"3ec85d31f73c27bd4dbcf09b0f1314ae9ea35e9d","author":"","summary":"MSFT Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz Stocktwits","content":"Oppenheimer analyst Brian Schwartz says Microsoft Corp. (MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case.\nDuring an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.\n“Microsoft is a top pick for us. Today's announcement from Microsoft was substantial. Today's announcement helps push them deeper into that AI win category,” he said.\nMicrosoft shares closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.\nSchwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”\nHe added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.\n“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.\nSchwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.\nNew capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.\nUnder the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.\nSchwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.\nSchwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.\nHe said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. If Azure growth approaches 50% while operating at a scale exceeding $100 billion, Schwartz said that could drive a rerating of Microsoft stock.\nHe also highlighted Microsoft’s shift toward working with multiple AI model providers, including OpenAI and Anthropic, as part of its strategy to expand Copilot beyond traditional workplace use cases.\nAccording to TheFly, Oppenheimer raised its price target for Microsoft to $570 from $515, while keeping an ‘Outperform’ rating. The new price target implies an upside potential of over 10% from Friday’s closing price.\nRetail sentiment on Stocktwits around Microsoft trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.\nMSFT stock is up 7% year-to-date and 2% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 21% over the past 12 months, while the State Street Technology Select Sector SPDR ETF (XLK) is up 36%.\nFor updates and corrections, email newsroom[at]stocktwits[dot]com.\nComments posted here will also appear on symbol pages.","image_url":"https://news.stocktwits-cdn.com/large_Getty_Images_2291897235_76fa8823f3.jpg","lang":"en","published_at":"2026-09-26T11:02:29+00:00","fetched_at":"2026-09-26T11:15:05+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"(MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case. 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(MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case.\nDuring an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.\n“Microsoft is a top pick for us. Today's announcement from Microsoft was substantial. Today's announcement helps push them deeper into that AI win category,” he said.\nMicrosoft shares closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.\nSchwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”\nHe added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.\n“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.\nSchwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.\nNew capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.\nUnder the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.\nSchwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.\nSchwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.\nHe said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. If Azure growth approaches 50% while operating at a scale exceeding $100 billion, Schwartz said that could drive a rerating of Microsoft stock.\nHe also highlighted Microsoft’s shift toward working with multiple AI model providers, including OpenAI and Anthropic, as part of its strategy to expand Copilot beyond traditional workplace use cases.\nAccording to TheFly, Oppenheimer raised its price target for Microsoft to $570 from $515, while keeping an ‘Outperform’ rating. The new price target implies an upside potential of over 10% from Friday’s closing price.\nRetail sentiment on Stocktwits around Microsoft trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.\nMSFT stock is up 7% year-to-date and 2% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 21% over the past 12 months, while the State Street Technology Select Sector SPDR ETF (XLK) is up 36%.\nFor updates and corrections, email newsroom[at]stocktwits[dot]com.\nComments posted here will also appear on symbol pages.","excerpt":"(MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case. During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 3109 characters.","diagnostics_url":"/api/diagnose?url=https%3A//stocktwits.com/news-articles/markets/equity/msft-copilot-operating-system-higher-engagement-monetization-oppenheinmer/cZMgQ8IRBOw","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 3109 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":3109,"summary_length":356,"usable_text_length":3109,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":3109,"summary_length":356}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"MSFT Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz - Stocktwits","url":"https://stocktwits.com/news-articles/markets/equity/msft-copilot-operating-system-higher-engagement-monetization-oppenheinmer/cZMgQ8IRBOw","summary":"(MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case. 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Today's announcement helps push them deeper into that AI win category,” he said.\nMicrosoft shares closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.\nSchwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”\nHe added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.\n“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.\nSchwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.\nNew capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.\nUnder the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.\nSchwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.\nSchwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.\nHe said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. 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Today's announcement helps push them deeper into that AI win category,” he said.\nMicrosoft shares closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.\nSchwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”\nHe added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.\n“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.\nSchwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.\nNew capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.\nUnder the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.\nSchwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.\nSchwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.\nHe said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. If Azure growth approaches 50% while operating at a scale exceeding $100 billion, Schwartz said that could drive a rerating of Microsoft stock.\nHe also highlighted Microsoft’s shift toward working with multiple AI model providers, including OpenAI and Anthropic, as part of its strategy to expand Copilot beyond traditional workplace use cases.\nAccording to TheFly, Oppenheimer raised its price target for Microsoft to $570 from $515, while keeping an ‘Outperform’ rating. The new price target implies an upside potential of over 10% from Friday’s closing price.\nRetail sentiment on Stocktwits around Microsoft trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.\nMSFT stock is up 7% year-to-date and 2% over the past 12 months. 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During an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.","source":"Stocktwits","date":"2026-09-26T11:02:29+00:00","content":"Oppenheimer analyst Brian Schwartz says Microsoft Corp. (MSFT) is moving deeper into the artificial intelligence race following its latest Copilot announcement, which he believes strengthens the software giant’s investment case.\nDuring an interview with CNBC, Schwartz said Microsoft’s Copilot announcement changes the narrative around the company as investors continue to search for clear winners in the AI era.\n“Microsoft is a top pick for us. Today's announcement from Microsoft was substantial. Today's announcement helps push them deeper into that AI win category,” he said.\nMicrosoft shares closed 4% higher in Friday’s regular trade, while edging up by 0.3% in the after-hours session.\nSchwartz said Microsoft’s latest Copilot developments transform the product from a standalone chatbot into what he described as an “AI operating system.”\nHe added that this shift is significant because operating systems and platforms can drive higher user engagement, create more monetization opportunities and build greater customer stickiness.\n“When you're an operating system, when you're a platform provider, that leads to higher engagement, greater monetization opportunities and stickiness, and defensibility against competition,” Schwartz said.\nSchwartz said investors he spoke with were also focused on a clearer path for Microsoft to monetize heavy AI usage.\nNew capabilities including Cowork, co-development and Autopilot could be monetized through consumption-based pricing, credits and tokens, he said.\nUnder the model, users could pay a monthly subscription for routine tasks while more compute-intensive workloads generate additional consumption revenue.\nSchwartz said that could create incremental growth opportunities for Microsoft 365 and Azure, supporting his expectation of business acceleration over the coming quarters.\nSchwartz also pointed to Azure and Microsoft 365 as the two businesses investors are watching most closely.\nHe said Azure is currently growing in the low-40% range and is expected to accelerate toward the mid-40% range in the current quarter. If Azure growth approaches 50% while operating at a scale exceeding $100 billion, Schwartz said that could drive a rerating of Microsoft stock.\nHe also highlighted Microsoft’s shift toward working with multiple AI model providers, including OpenAI and Anthropic, as part of its strategy to expand Copilot beyond traditional workplace use cases.\nAccording to TheFly, Oppenheimer raised its price target for Microsoft to $570 from $515, while keeping an ‘Outperform’ rating. The new price target implies an upside potential of over 10% from Friday’s closing price.\nRetail sentiment on Stocktwits around Microsoft trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.\nMSFT stock is up 7% year-to-date and 2% over the past 12 months. 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