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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.