By Anusuya Lahiri
Publication Date: 2026-04-11 17:31:00
Microsoft Corp stock could regain momentum as improving AI execution, cloud growth and financial balance address investor concerns, according to BNP Paribas analyst Stefan Slowinski.
Slowinski said investor frustration stems from limited traction in Microsoft’s Copilot offering despite its leadership in SaaS through 365 Commercial Cloud.
He noted that CEO Satya Nadella is driving a “Copilot code red” effort to improve performance and the user experience, with the E7 suite launching on May 1 and additional features rolling out throughout the year. He added that early product feedback is improving, and a stronger Copilot perception could ease investor concerns, especially as competition from Anthropic remains a risk.
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Slowinski said Microsoft allocated about 30% of new cloud capacity last quarter to internal uses such as Copilot and large language model development, raising investor concerns about competition with partners like OpenAI. Despite this,…