Jim Cramer Says He Is "Very Worried About Microsoft"

NodeGuardian · 2026-03-12T18:46:35+00:00

Jim Cramer is worried about Microsoft due to slowing Azure growth, weak demand for Copilot, and high AI infrastructure costs. He feels the company needs to better communicate its strategy, although the stock is becoming more appealing at 24 times earnings.

NodeGuardian

2026-03-12 18:46:35

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Jim Cramer expressed significant worry about Microsoft (MSFT), stating he’s considering selling his stake in the company. His concerns stem from a deceleration in Azure’s revenue growth, perceived weak demand for Copilot despite heavy integration, and substantial spending on AI infrastructure with 45% of performance obligations coming from OpenAI, which some on Wall Street no longer see as a reliable customer. Cramer believes Microsoft needs to better explain its narrative, though he notes the stock at 24 times earnings now seems more enticing.

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