Was Jim Cramer Right About Microsoft Corporation (MSFT)?

We recently published a list of Was Jim Cramer Right About These 11 Stocks? In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other stocks that Jim Cramer discusses.

In an older episode, Jim Cramer highlighted Microsoft Corporation (NASDAQ:MSFT) as a potential triple winner, touting its dominance in the AI PC cycle, enterprise data infrastructure, and cloud services. With consumers hesitant to spend on home improvement and other hard goods, Cramer argued the real momentum was flowing into companies serving enterprise needs and enabling data analytics at scale. Microsoft, he suggested, was uniquely positioned to benefit across all fronts:

“There might be another big form of spend with the consumer buying tech hardware. […] We’re now hearing from Microsoft about a brand-new PC that replaces most personal computers; one with an artificial intelligence co-pilot. It’s entirely possible that it’ll take another whole quarter for the machines to get there, which is why I just say it’s tantalizing; this whole thing’s tantalizing but it’s just not tangible. Maybe we don’t need to outthink it though, the biggest winner of people buying more windows PCs is the maker of Windows, Microsoft. The biggest winner in the data war might be Microsoft. The biggest winner in the web services war might end up being Microsoft.”

Although Microsoft is up 5.43% since, Cramer’s bullish scenario didn’t exactly pan out.

Microsoft Corporation (NASDAQ:MSFT) has positioned itself at the forefront of AI with its new AI-powered Windows PCs and advanced coding tools unveiled at the 2025 Build conference.

Cramer’s latest view on Microsoft remains bullish. Here’s what he said when he highlighted the stock in the beginning of May this year:

“[Talking about the market’s gains] Led by two of these mega caps, the Microsoft and Meta platforms, we’re reminded of how the mega caps got so big to begin with. It’s their scale, their smarts, their moats, their balance sheets, and their sensational products. Microsoft stock finished up 30 points or 7.63% today after a monster quarter […]

Microsoft’s a machine. It’s a conference call that’s incredibly well orchestrated. CEO Satya Nadella starts with a mellifluous analysis of what’s going great guns. He takes it from 30,000 ft all perfect every division including most proudly Azure.

Then CFO Amy Hood, perhaps the most professional of the CFOs in the business, gives the breakdown of the far more prosaic numbers, how much each division gained over the previous year. Then she delivers the single most important bullet in the call: the part where she raises guidance, sometimes huge, sometimes just big.

[Talking about previously reducing guidance in previous quarters] Not this time. This time, it was a glorious course of raised numbers. Azure, it had huge accelerated revenue growth and will continue to do so. […] This quarter was a thing of beauty.”

Overall, MSFT ranks 11th on our list of stocks that Jim Cramer discusses. 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 AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about this cheapest AI stock.

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