10 Stocks Jim Cramer Discussed As He Commented On Latest Tariffs

5. Netflix, Inc. (NASDAQ:NFLX)

Number of Hedge Fund Holders In Q1 2025: 150

Netflix, Inc. (NASDAQ:NFLX) is the largest video streaming company in the world. It is one of Cramer’s top stocks in the media space due to a vast subscriber base, which has left traditional media rushing to catch up. Netflix, Inc. (NASDAQ:NFLX)’s shares have gained 40% year-to-date as robust earnings reports, which solidify its lead in the media industry, have helped the stock. In his previous remarks, Cramer has asked viewers to give the firm the benefit of the doubt in the wake of analyst downgrades. Here are his recent thoughts:

“And the web service could be better. And because of that, that you really are looking at lower estimates. And they could beat those estimates. Now I was going to talk about same thing we feel about Netflix next week, there’s this, an overwhelming sense that the estimates got too low.”

Previously, the CNBC host discussed Netflix, Inc. (NASDAQ:NFLX) stock being downgraded by analysts:

“This morning, we saw a host of valuation downgrades in part because this market’s been so fantastic, at least until today. The most glaring, a firm called Seaport Research Partners downgraded Netflix to Neutral after a fantastic run. Listen to this, ‘We believe that plenty of the long-term opportunity set is factored into the shares at this price, and the company needs time to execute against the expectations in advertising, aggregating, launching experiences, and expanding share again.’

Now, the risks mentioned, they’re substantial, but Netflix has shown time and again that it can pull these things off. I think the company deserves the benefit of the doubt. If Netflix succeeds, and I bet they will, anyone who listens to this downgrade will miss another big move…

Some stocks deserve the benefit of the doubt. With Netflix, CrowdStrike, and Wells Fargo, you’re buying into franchises with excellent bona fides and very smart CEOs. I’d much rather stick with these winners than sell them on valuation worries. I just don’t think you’ll be able to get back into such high-quality stocks at an easy-to-find lower level.”