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News  ›  Investing.com

Microsoft Wants to Power Retail Without Competing With It

Investing.com Logo Investing.com • •By Chris Markoch
Microsoft Wants to Power Retail Without Competing With It

Microsoft announced Copilot Checkout at NRF 2026, enabling AI-powered purchases within its chatbot while allowing retailers to maintain merchant control and customer data ownership. Goldman Sachs initiated coverage with a Buy rating and $655 price target, citing Microsoft's strong positioning for AI product cycles. MSFT stock is down 1.05% year-to-date but shows constructive technical consolidation near its 200-day moving average.

Insights
MSFT   positive

Goldman Sachs initiated Buy coverage with $655 price target; positioned as 'trusted operating system' for enterprise commerce with embedded advantages in supply chain, data management, and AI integration. Strong technical setup with constructive consolidation and institutional support at 200-day SMA.