Jim Cramer is Torn About Microsoft (MSFT)

We recently published 14 Stocks on Jim Cramer’s Radar.  Microsoft Corporation (NASDAQ:MSFT) is one of the stocks on Jim Cramer's radar.

Microsoft Corporation (NASDAQ:MSFT) is a key player in the AI software industry and one of the largest technology companies in the world. The shares are up by a modest 8.2% over the past year and are flat year-to-date. Mizuho reduced the firm’s share price target to $620 from $640 and kept an Outperform rating earlier this month, according to The Fly. The reduction came as part of broader coverage of the software sector in this earnings season, with Mizuho pointing towards AI-led disruption as one cause for worry. Citi also cut Microsoft Corporation (NASDAQ:MSFT)’s share price target in January. It reduced the target to $660 from $690 and kept a Buy rating on the shares. The bank discussed its partner and channel checks to comment that while Microsoft Corporation (NASDAQ:MSFT)’s Azure business remained strong, weakness in the PC market was affecting its other businesses. Cramer acknowledged the weakness, discussed AI, and expressed confidence in Microsoft Corporation (NASDAQ:MSFT)’s management:

“David, I don’t know what to do with ServiceNow, I don’t know what to do with Adobe, with Workday. And yesterday it happened for the first time, Microsoft, it can be beaten by Anthropic, I don’t believe that but that’s why that stock was down so much.

“We have to see Amazon stop going down, we have to see some love for Meta which has really been terrible. And if Microsoft doesn’t turn, I don’t know what to say. . .it’s incredible, because remember David, when Copilot came out, and we were all so excited and thought that they had things under control. Do you want to bet against Microsoft and Azure right here? You want to bet against Amy Hood and you want to bet against Satya Nadella. . .?”

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