Opinions Jim Cramer - Mad Money
Microsoft CorpMSFTBUYJul 29, 2026
Jim Cramer - Mad MoneyStock price when the opinion was issued
As of Jul 30, 2026. Market Open.
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Premium contentThe stock is trading around $445.33 USD, having posted an impressive daily rally of over 11% on Thursday, July 30, 2026. Prior to Wednesday afternoon's report, MSFT had undergone a significant correction for the year (-19% in 2026), hitting weekly lows near $381.40 USD. Social media mentions are up 369% in the past 24h.
Earnings tonight. Bought for the first time ever this year when down 35%. It'll be a beneficiary of AI, won't be one of those that get slaughtered.
Tim Regan
Software and spending concerns are problems. What will OpenAI do for MSFT? But if quantum computing happens, MSFT is one of the three hyperscalers who will take advantage. Google and MSFT have produced chips for quantum computing; MSFT's chip is self-cooling, which extends their lifetime. MSFT is volatile, but he wants to add to his position.
David DriscollBuy it, put it away for 10 years, do very well. Suffering from software outflows from large ETFs. Revenue still growing in teens, even better on EPS. Investing a lot in capacity (but they can afford it), which customers have signed onto for the next several years. Trades at 20x PE, yet nothing's really changed.
Trade it. Has a great base around $370. Now, it's bouncing above support again. His target sell price is $440-450. It could possibly reach $500 though.
(Analysts’ price target is $559.56)
Keith RichardsDragged lower on fears that AI will destroy its business model. Putting AI solutions into products, and that will drive upside. His firm deals in 3-5 year holds (if something's broken, they sell). A multi-year grind higher. Yield is 0.94%.
(Analysts’ price target is $559.56)
Darren SissonsThree durable growth engines: Azure, enterprise software, AI monetization. Key is that it keeps turning its installed base into higher-value subscriptions and usage-based revenue, while preserving margins and cash generation. Market's concerned that margins and cash will be pressured as Gen AI gets rolled out through competitors.
Azure remains the clearest growth driver. Key competitive advantage with enterprise software is that one stack bundles infrastructure, security, identity, and data/productivity tools. Raises costs to switch, which provides pricing power. Yield is 0.93%.
Is a core holding. It faces AI takeover fears of their software. He disagrees fully. All he uses is Microsoft and chatGPT, MSFT is protected and is a fine company. Has strong cash flow and can endure a long time. Expects it to rebound.
Bruce Murray
Down 25% this year though the QQQ is up 15% because the chip stocks have become a bigger weighting. MSFT is not executing and pivoting on a daily basis. Co-Pilot has gone from openAI to Anthropic and now Deep Seek. MSFT is still figuring it out. Co-Pilot is still not great.
Premium contentOur PAST TOP PICK with MSFT has triggered its stop at $360. To remain disciplined, we recommend covering the position at this time. When combined with previous guidance, this will result in a net investment loss of 11%.
They reported a clean top and bottom line beat today and he thinks it can bounce, They reported a big earnings beat and Azure's growth accelerated to 43%, the fastest pace in 4 years. Free cash flow was positive. They're spending big on data centres, but not spending beyond their means. Their Co-Pilot reached 30 million paid users up from 20 million just three months ago.