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Bernstein analyst Mark Moerdler reiterated an ‘Outperform’ rating on the stock and maintained a price target of $641.
The updated Microsoft-OpenAI partnership gives Microsoft flexibility to use internal, OpenAI, or third-party AI models.
KEY POINTS
- This revised structure reduces Microsoft's perceived dependency risk on OpenAI and strengthens its AI positioning.
- Both Microsoft and OpenAI have become more operationally independent over the past year.
- Bernstein maintained an 'Outperform' rating on Microsoft with a $641 price target, suggesting 50% upside.
COMPANIES
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