Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better”

SelfRugger · 2026-02-13T23:06:17+00:00

Jim Cramer critiques Microsoft, suggesting they need clearer communication about their business. He points out a decline in Azure revenue growth and low demand for Copilot despite their claims. Cramer believes there are better AI investment options.

SelfRugger

2026-02-13 23:06:17

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Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better”

Syeda Seirut Javed

Tue, February 10, 2026 at 6:54 AM PST 2 min read

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Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked:

That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much demand. They boasted that their AI platform has 15 million paid users, which sounded pretty pitiful to me, given the way that they cram this thing into every aspect of Microsoft Office.

Jim Cramer on Microsoft (MSFT): “I Think They Need to Explain Their Story Better”

Taina Sohlman / Shutterstock.com

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.

While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, 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.

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