Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.

Microsoft has revamped Copilot again. It added a new code-writing tool, more automation, and especially further integration with Word, Excel, and PowerPoint. It's quite apparent that they don't want Copilot to be just another chatbot, but something that companies will practically use all the time at work.

And analysts caught on pretty quickly. Oppenheimer raised its target to $570, Stifel to $575, and Cantor Fitzgerald is even at $608.

In my opinion, the key question for Microsoft right now is whether all those billions poured into AI will finally start delivering more than just a nice demo. Azure is already running, Office is used by hundreds of millions of people, and if they manage to get Copilot more widely to enterprise customers, it could be a really solid new revenue stream.

I bought the stock a few years ago around $230, and this year I added to my position around $360.

Does anyone have Microsoft in their portfolio? And are you actually using Copilot at work, or is it still more of a toy for you?