10 Stocks Jim Cramer Talked About

5. Seagate Technology Holdings plc (NASDAQ:STX)

Number of Hedge Fund Holdings: 72

Seagate Technology Holdings plc (NASDAQ:STX) is a computer hardware company that makes and sells storage devices. Its shares are up by 243% year-to-date to make the stock one of the strongest performers on the market in 2025. December has seen Seagate Technology Holdings plc (NASDAQ:STX) become the center of attention of several analysts. For instance, Morgan Stanley bumped the share price target to $337 from $270 and kept an Overweight rating on December 17th. The analyst action came after Citi had maintained a Buy rating for Seagate Technology Holdings plc (NASDAQ:STX)’s shares and increased the share price target to $320 from $275 on December 2nd. The reason behind the optimism was the firm’s belief that AI-driven content creation can spur demand for storage devices by enticing data generators to retain their data for longer time periods in the hope of training future models. Cramer has previously discussed Seagate Technology Holdings plc (NASDAQ:STX) several times, and while he’s admitted that the gains are “remarkable,” he nevertheless holds the opinion that the firm is not a growth company. In this appearance, he discussed Seagate Technology Holdings plc (NASDAQ:STX) in the context of shares rising after Micron’s earnings:

“Others that would go up, once again, we’re gonna see Seagate go up. . .Those are not the ones to be in, they could go up.”