10 Stocks Jim Cramer Talked About

4. Moderna Inc. (NASDAQ:MRNA)

Number of Hedge Fund Holdings: 42

Moderna Inc. (NASDAQ:MRNA)’s shares are up by 16% over the past year and by 31% year-to-date. The stock has had a great start to 2026 as the firm made optimistic remarks related to its full-year 2025 revenue. During the JPMorgan Healthcare Conference, Moderna Inc. (NASDAQ:MRNA) raised the revenue guidance to $1.9 billion, which was close to the high end of the previous estimate of $1.6 billion to $2 billion. The firm also cut its operating expenses estimate by $200 million and bumped its cash balance estimate to $8.1 billion. Before the guidance update, Jefferies had kept a Hold rating on Moderna Inc. (NASDAQ:MRNA)’s shares and $30 share price target. The financial firm outlined that Moderna Inc. (NASDAQ:MRNA) should focus on smoothing its coronavirus vaccine business. After the revenue target update, RBC Capital maintained its Sector Perform rating and a $25 share price target. RBC pointed out that Moderna Inc. (NASDAQ:MRNA)’s phase three melanoma trial could be a key catalyst in 2026 and added that headwinds such as optimistic revenue growth guidance and vaccine mandate revision remained. Cramer discussed the revenue target:

“I hope they do it. I hope they do it. That’s been a serial disappointment to me for about eight years now. Sorry.”