Jim Cramer Recently Looked at These 18 Stocks

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4. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 284

During the episode, Mad Money host commended Microsoft Corporation’s (NASDAQ:MSFT) previous quarter as he said:

“Now, there was a time when these tech stocks couldn’t be on the 52-week high list unless they were led by an Alphabet or an Apple, or an Amazon. Instead, we’ll have to settle for Microsoft, which hit the high list today and has been flying ever since that last quarter, which indeed was a great one.”

Microsoft (NASDAQ:MSFT) is engaged in providing a broad portfolio of software, cloud services, devices, and business solutions, including productivity tools, enterprise applications, operating systems, gaming platforms, and digital advertising through various sales channels and platforms. On May 1, Cramer had some positive things to say about the company’s management during an episode of Mad Money:

“[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.”

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