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Microsoft is the worst performing Mag 7 stock this year. Goldman believes that's about to change

Microsoft is the Mag 7 laggard. Goldman just said that changes—here's why.

Reporting by CNBC Technology 1 min brief
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The KeyNews take

Why it matters

Goldman Sachs predicts Microsoft will rebound on the back of enterprise AI integration into Office 365, signaling analyst conviction that productivity software monetization of AI is undervalued by the market.

The key facts

6 to know

  1. Microsoft is worst-performing Mag 7 stock year-to-date

  2. Goldman Sachs thesis: upside from AI-365 integration

  3. Focus on enterprise productivity software as AI monetization vector

  4. Microsoft is lowest-performing Mag 7 stock in 2026 YTD

  5. Goldman Sachs predicts upside from AI-365 integration

  6. Analysis suggests market may be undervaluing Microsoft's enterprise AI deployment potential

Go to the source

CNBC Technologycnbc.com

Publisher excerpt: Microsoft is likely to see some upside from its push to integrate AI into its 365 offering, according to Goldman Sachs.
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