NEW YORK (TheStreet) -- Fresh reports of a potential acquisition of Twitter (TWTR) - Get Report have been circulating since last week, with possible suitors including (CRM), Alphabet's (GOOGL) Google unit, Disney (DIS) and Microsoft (MSFT).

Entertainment company Disney is likely interested in Twitter for an entirely different reason than the three technology companies, TheStreet's Jim Cramer said on CNBC's "Squawk on the Street" this morning.

The social network would complement Disney's 33% stake in BAMtech, a video streaming company created by Major League Baseball, Cramer noted. So far this year, Twitter has announced streaming deals with MLB, NHL, NFL and NBA.

But content providers might be hesitant to work with a platform owned by a competitor, "Squawk on the Street" co-anchor Carl Quintanilla pointed out.

"Well that's why I think they really need to think this through," Cramer stated. "It may not be as additive to earnings as the other guys."

As for a company like, Twitter would be primarily a customer relations play, Cramer noted.

Twitter has a lot of data about its users, and could leverage this information to help companies like Procter & Gamble (PG) target their advertisements to the right consumers, Cramer mentioned.

Shares of Twitter were largely flat in mid-morning trading on Tuesday after surging more than 25% since Friday. Disney stock also is flat this morning after falling on Monday when reports of a potential deal first broke. 

Separately, TheStreet Ratings team rates the stock as a "sell" with a ratings score of D.

Twitter's weaknesses include a generally disappointing historical performance in the stock itself.

You can view the full analysis from the report here: TWTR

TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this article's author.

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