Jim Cramer Discusses Optimistic Analyst Note About Microsoft (MSFT)

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed.

Microsoft Corporation (NASDAQ:MSFT)’s shares have gained 21% year-to-date, with media reports attributing the rise to a turnaround in the firm’s software business and the Azure cloud computing division. Cramer’s previous comments about the firm have wondered whether too much of the market was concentrated in its and NVIDIA’s shares. This time, he discussed a note from Ben Reitzes at Melius Research. The note outlined that the shares had been sold unfairly and the stock could gain momentum over the coming months. Some of the reasons behind Reitzes’ optimism include Microsoft Corporation (NASDAQ:MSFT)’s cloud computing business, AI agents, and partnership with OpenAI. Here is what Cramer said about the note:

“I want to talk about Microsoft for a second. There’s this fellow Ben Retizes at Melius, he’s been very good. He’s been actually dead right. And he’s saying it’s time for, believe it or not, a catch up trade for Microsoft, which is just kind of, you know, in a lull. But this is itself I think is doing extraordinarily well. Talking about how Copilot’s gonna be able to be revealed as a smashing success. I also think, things are a little clouded by AI, by OpenAI, we don’t know.”

While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.