Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer put under the microscope. Cramer highlighted what he would like to see in the company’s earnings report, as he commented:
Next up, Microsoft had the same problem when it reported on the same night as Meta in late October. All their numbers for the reported quarter looked great, but after previously saying that their CapEx growth in fiscal 2026 would be lower than it was in fiscal 2025, they basically took that back and said the opposite was now true. Oh man, did they kill their stock. CapEx growth will be higher this year than it was last year, so the stock got crushed. The other issue with Microsoft’s last quarter, they projected a slight decline in the growth rate of their Azure cloud business… Even as management explained that that was purely due to supply constraints, not a decrease in demand.
Image by Tawanda Razika from Pixabay
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.
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