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Microsoft's new Autopilot AI tools open usage-based revenue streams, says Jefferies.

Analyst Insights
28 Sep 2026
Proactive Investors
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Bullish
Microsoft's new Autopilot AI tools open usage-based revenue streams, says Jefferies.

Microsoft has introduced new AI-powered tools including Autopilot, Cowork, and Code, which expand its AI capabilities and create new usage-based revenue opportunities. These tools integrate with Office to enhance productivity and allow users to automate complex workflows, with advanced AI tasks incurring additional charges. Jefferies analysts see this as a long-term growth driver for Microsoft 365, potentially raising average revenue per user, though enterprise adoption may be gradual as companies evaluate AI budgets. Despite this, Jefferies maintains a Buy rating, citing strong cloud growth, AI monetization, and solid financials supporting a favorable valuation.

Microsoft's launch of AI tools like Autopilot highlights its ongoing innovation in technology. On Pluang, MSFT shares trade at USD 509.61 as of Sep 29, 2026 02:51 WIB, down 1.27% for the day. The stock holds a market cap of $3.83 trillion and a dividend yield of 0.76%, with investors typically holding for 141 days amid nearly balanced buy and sell order activity.

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