Microsoft (MSFT) Expands Copilot In Education, Is The AI Upside Already Priced In?

McGraw Hill's new plugin for Microsoft 365 Copilot gives Microsoft (MSFT) another real-world anchor for its AI push, by tying Copilot usage directly to higher education workflows and licensed digital course materials. The recent McGraw Hill plugin news comes after a strong run in Microsoft's share price, with a 90‑day share price return of 17.71% and a 30‑day move of 4.28%. Even though the 1‑year total shareholder return is slightly down 1.14%, the longer term total shareholder returns over 3 and 5 years, at 57.03% and 65.66%, point to momentum that has built over several years around cloud and AI earnings, and more recently around a string of Copilot related partnerships across sectors from education to healthcare and legal.