Microsoft maintains a Buy rating as Copilot's strategic shift consolidates consumer and enterprise offerings for deeper commercial integration. MSFT's Copilot discounts aim to drive broader seat adoption, with future revenue growth tied to usage-based consumption rather than list price extrapolation. Valuation remains attractive relative to peers, with a non-GAAP P/E of 29.47 and EV/EBITDA of 19.73, reflecting earnings-driven appreciation.
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