Jim Cramer Predicts “Big Move Coming” For Microsoft Stock
Jim Cramer says Copilot will push Microsoft to a big move, but the stock already lagged every other megacap over the past year and the upcoming earnings report carries targets that management must hit to prove him right.
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At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club stock and his charitable trust owns shares. Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) traded at $526.25 as of 10:59 a.m. ET, up 1.68% on the session.
From October 6, 2025 through October 2, 2026, Microsoft returned -1.28%. It was the only one of six megacaps with a negative return over that period. Shares of Alphabet (NASDAQ:GOOGL) gained 37.5%, Apple (NASDAQ:AAPL) 30.5% and NVIDIA (NASDAQ:NVDA) 26.4%.
What Cramer’s Post Actually Promises
The post has no price target, timeframe, or catalyst beyond Copilot. On September 30 Cramer said “Copilot has 30 million users and growing. They’re paying.” On October 1 he added that “Microsoft’s rally is just beginning.”
The company disclosed the seat count itself. On its July 29, 2026 earnings call, management reported over 30 million paid Microsoft 365 Copilot seats. Net seat additions more than doubled quarter over quarter. The seat count is a company figure, while the “big move” is Cramer’s opinion.
What Copilot Is Worth to a $3.91 Trillion Company
Microsoft does not report Copilot revenue separately, so its share is unknown. Copilot sits inside Productivity and Business Processes, which brought in $37.85 billion (+14%) in fiscal Q4. Intelligent Cloud grew faster: $39.31 billion (+32%). Quarterly capex rose 109.63% to $35.80 billion, and free cash flow fell 23.19%. Copilot must help recover that spending.
Reasons to Discount the Post
Cramer owns the stock and held it through a fall from $553 to $349. The same morning, Barron’s reported an analyst upgraded the stock to Buy, so the post cannot claim sole credit for the gain. Microsoft redesigned Copilot on September 25 to compete with Claude and ChatGPT.
Much of the recovery is already in the price. The stock rose 37.5% in the third quarter and is up 9.51% year to date. It trades at about 29 times trailing earnings and 25 times forward earnings (price divided by the past year’s and next year’s expected profit per share). The consensus price target is $578.82. Analysts are nearly all bullish, with 53 Buy or Strong Buy ratings and 2 Holds.
Will Copilot Close Microsoft’s Megacap Gap?
The post itself adds nothing new. The next move depends on the fiscal first-quarter earnings report. Data providers list it for November 4, 2026, but Microsoft has not confirmed that date. Management has already set the targets: Azure growth of approximately 45% in constant currency and Intelligent Cloud revenue of $40.95 to $41.25 billion.
If Azure growth reaches 45%, Copilot seats exceed 30 million, and the stock closes above its 52-week high of $549.20, Cramer was right. If it falls below its 50-day moving average of $487.72, Microsoft’s gap with other megacaps grows.
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