Bill Ackman gets into Microsoft for reasons similar to Cramer's arguments to hold it

Jim Cramer is warning investors not to sleep on Microsoft 's ability to stay competitive. Most of the analyst community agrees — and so does at least one billionaire hedge fund manager. "The main reason we don't want to sell [Microsoft] is because they actually have the balance sheet to do what they want," Jim said on " Squawk on the Street " on Friday. "Tomorrow, they could do something that is so revolutionary that we could say, 'Why did we doubt them?" Jim's comments came after Bill Ackman's hedge fund, Pershing Square , revealed a sizable stake in the software and cloud giant. Shares of Microsoft popped roughly 4% on Friday after Ackman shared the update on X ahead of Pershing Square's quarterly 13F filing. According to FactSet, around 95% of analysts have a buy-equivalent rating on the stock. We're a bit more conservative, with our 2 rating hold on the stock. Ackman said the recent pullback in Microsoft shares, which are still down nearly 12% in 2026, was a rare opportunity to buy at a reasonable valuation. …