Shares of Yelp (YELP) - Get Report are climbing Thursday, up 1.5% after analysts upgraded the stock to buy from neutral at Citigroup. The stock has been getting a few other analysts on board too, as shares are down 20% over the past three trading days following earnings.

Yelp could attract activist investors, TheStreet's Jim Cramer, manager of the Action Alerts PLUS portfolio, said on CNBC's "Stop Trading" segment.

The company would be a great match for HomeAdvisor (HOME) - Get Report , he added. However, Cramer said it doesn't seem like co-founder and CEO Jeremy Stoppelman is ready to sell.

Turning to Microsoft (MSFT) - Get Report , Cramer pointed out that comments from CFO Amy Hood regarding potentially pressured margins for this quarter are weighing on the stock.

Hood is a really solid CFO, one that is "very rigorous and doesn't hype anything," Cramer explained. But rather than take Microsoft at its word, investors should realize management is simply managing expectations.

The quarter will likely be good and Microsoft will continue doing great things heading in the right direction under CEO Satya Nadella, Cramer concluded.

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At the time of publication, Cramer's Action Alerts PLUS had no position in any companies mentioned.