In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s trade deal with Japan through which the latter will invest $550 billion in America and buy aircraft from Boeing. Cramer commented that while Boeing might find it hard to quickly accommodate Japan’s orders, he believes that the situation is a win-win for everyone involved:
“What I think really matters is this that this template. Take a look, everybody won on this, I mean I think that you can easily say that United States won because you can still get a nice tariff, but the Japanese, the stocks are just flying. And what it does is it takes off the table something I was very worried about. Which is that the President would be really hard on these guys and then it would be a ripple effect and Japan’s already got a government crisis. So these are dominos that don’t happen. And I think that people have to recognize, that David, I don’t know you can criticize this view, but some of. these things are working. This was a positive, positive for our country, positive for Japan in the end.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on July 23rd.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Thermo Fisher Scientific Inc. (NYSE:TMO)
Number of Hedge Fund Holders In Q1 2025: 101
Thermo Fisher Scientific Inc. (NYSE:TMO) is an American firm that provides equipment to the healthcare and pharmaceutical industries. Its shares have lost 7.5% year-to-date, but would have been down by 22.5% were it not for a massive 19.3% gain in July. Thermo Fisher Scientific Inc. (NYSE:TMO)’s shares soared after the firm raised the lower end of its annual profit per share guidance to $22.22 from $21.76. Cramer praised the firm’s earnings report, which included the guidance raise:
“I’m thinking more about Thermo Fisher. And how they finally got it together. Just a gigantic quarter. No longer worried about China. . .But Thermo Fisher is the one that. .Thermo Fisher had also been weak. Congratulations to those guys. They’re the first ones to come out of the China conundrum. And the China conundrum is, look we can’t, they’re not buying our stuff. It’s just not any good. They can’t get the orders. . .Looks like Thermo Fisher is now past it. Congratulations to Marc Casper, because he’s a terrific CEO and it happened. And I think this is the beginning of a big move.”
Previously, the CNBC TV host commented on Thermo Fisher Scientific Inc. (NYSE:TMO)’s business and its CEO:
“This stock is unbelievable. It was a, it’s a great company. Marc Casper does a terrific job, but we own Danaher for the Charitable Trust, and it’s as bad as Thermo Fisher. I am urging you to not buy it till we see a pickup in Chinese orders. I know that seems strange, but this stock has crushed a lot of people. It does seem like it’s bottoming, but I am not going to push it because it’s related to China, and anything related to China is bearish.”
9. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders In Q1 2025: 117
Danaher Corporation (NYSE:DHR) is an American life sciences, diagnostics, and biotechnology equipment provider. Its shares have lost 11% year-to-date, and Cramer isn’t a fan of the stock either. He has criticized Danaher Corporation (NYSE:DHR) multiple times in his morning show. Yet, despite the criticism, the CNBC TV host continues to hold the stock for his charitable trust as he has known Danaher Corporation (NYSE:DHR) for three decades. He reiterated the sentiment this time as well:
“And Danaher’s up again. . .my charitable trust owns Danaher, it’s been a disaster.”
Previously, Cramer explained why his trust continues to hold Danaher Corporation (NYSE:DHR):
“Okay, well, let me tell you, we never left it for the Charitable Trust because I have faith, ultimately, that this company will come through. Why? I’ve known it for 30 years. I have felt that it always does things right in the end. I am sticking by that, and I truly believe that Danaher can make a comeback. This is healthcare, a lot of IPOs are coming. They have China business. The China business isn’t that bad. I am not abandoning Danaher right here.”
8. Otis Worldwide Corporation (NYSE:OTIS)
Number of Hedge Fund Holders In Q1 2025: 39
Otis Worldwide Corporation (NYSE:OTIS) is a specialty industrial equipment company that deals with elevators, escalators, and associated products. Its shares have lost 3% year-to-date, primarily due to a major 12.3% drop in July. The stock fell after Otis Worldwide Corporation (NYSE:OTIS)’s second-quarter earnings results saw its $3.61 billion revenue miss analyst estimates of $3.71 billion. Additionally, the firm’s New Equipment business saw China sales fall by 20%. Cramer quoted Otis Worldwide Corporation (NYSE:OTIS)’s CEO as saying that the business remains strong:
“Otis, look I’m, Judy Marks is going to come on Mad Money, and she has held in and done great things. And they’ve had a lot of service revenue, including China. She’d tell you over and over again that that business remains very strong. So I have to find out more, that was a very tough hit. Very good company. That’s a spinoff of United Technologies.
“Yeah no Otis this was the first big miss. Remember, she’s a lot China. But you don’t see a lot of cranes. There are not a lot of cranes in this country.”
Back in 2024, Cramer had asserted that Otis Worldwide Corporation (NYSE:OTIS) could overcome Chinese weakness due to its presence in the repair and refurbishment market:
“Otis Worldwide’s up 121% since the breakup — thank you, Judy Marks — gives you 134% total return including dividends. The elevator business is now worth nearly $40 billion all on its own. Look, a lot of people think of Otis as a traditional movement play — cyclical, hostage to new construction — but in reality the company gets the vast bulk of its money from servicing and repairing existing elevators, which is why even though China’s soft, you still got to repair them.”
7. RTX Corporation (NYSE:RTX)
Number of Hedge Fund Holders In Q1 2025: 79
RTX Corporation (NYSE:RTX) is one of the biggest defense contractors in America. Its shares have gained 34.7% year-to-date as the firm has benefited from strong earnings performance, bullish analyst sentiment, and conflict in the Middle East and Europe. Cramer’s previous remarks about RTX Corporation (NYSE:RTX) have speculated that thawing trade tensions between the EU and the US could include strong demand for the firm’s products. This time, he quoted market sentiment that favors RTX Corporation (NYSE:RTX) over peer defence contractor Lockheed Martin.
“RTX, by the way, pushed by a number of people, saying that’s the defense stock you want to be in, not Lockheed Martin.”
Here’s what Cramer said earlier about RTX Corporation (NYSE:RTX) and trade tensions between the EU and the US:
“And I think the EU may end up lining up with the President, cause he’s the President and the next thing you know we have a deal and we’re now providing missiles and RTX is a solid buy. And these big tech stocks will not be taxed. . .”
6. Lockheed Martin Corporation (NYSE:LMT)
Number of Hedge Fund Holders In Q1 2025: 68
Lockheed Martin Corporation (NYSE:LMT) is a key American defense contractor when it comes to the aerospace industry. Its fighter aircraft form the backbone of US air superiority. The shares have lost 11.9% year-to-date on the back of a major 10.8% dip in July after its Q2 profit dipped by a whopping 80% on the back of a classified $1.6 billion loss on a classified aeronautics project. Lockheed Martin Corporation (NYSE:LMT)’s Q2 revenue of $18.16 billion also missed analyst estimates of $18.57 billion. No wonder Cramer made the following remarks about the firm:
“RTX, by the way, pushed by a number of people, saying that’s the defense stock you want to be in, not Lockheed Martin.”
Previously, Cramer had advised viewers to stay long on Lockheed Martin Corporation (NYSE:LMT):
“I like Lockheed Martin too much to tell you to do that. Every time I see Jim Taiclet, I say to myself, why does anyone want to sell that stock with a 3% yield and a great book of business and a terrific CEO? No, you stay long, Lockheed Martin.”
5. General Dynamics Corporation (NYSE:GD)
Number of Hedge Fund Holders In Q1 2025: 46
General Dynamics Corporation (NYSE:GD) is a defense contractor that operates in the air, water, and land domains. Its shares have gained 21% this year and jumped by 6.5% in July after the firm’s second-quarter earnings report. The results saw General Dynamics Corporation (NYSE:GD)’s $13 billion in revenue beat analyst estimates of $12.37 billion and its EPS of $3.74 significantly surpass estimates of $3.53. Cramer rarely discusses the firm, and his comments about it this time were part of a broader segment of remarks for the defense industry, where he praised RTX over Lockheed Martin and Northrop Grumman for its worldwide sales:
“General Dynamics, good number.”
One key aspect of General Dynamics Corporation (NYSE:GD)’s latest earnings was its record backlog of $103.7 billion, which generates insight into future cash flow. Here’s what the firm said about this metric during the Q2 2025 earnings call:
“Backlog increased in the quarter by $14.6 billion or 38% to almost $53 billion, largely the result of a contract for 2 Block V Virginia-class ships, including a one-of-a-kind special mission ship with considerable contract. The contract also included important investment funds to support shipyard productivity, wage increases and additional training programs. These funds complement the funding that the Navy and Congress have provided over the last several years to help stabilize and improve the submarine industrial base.”
4. Northrop Grumman Corporation (NYSE:NOC)
Number of Hedge Fund Holders In Q1 2025: 54
Northrop Grumman Corporation (NYSE:NOC) is a well-known defense contractor with a presence in the aircraft and missile industries. Its shares have gained 22% year-to-date, helped in large part by an 11% jump in July. Northrop Grumman Corporation (NYSE:NOC)’s stock soared due to its second-quarter earnings report, which saw the firm raise its midpoint full-year profit-per-share forecast to $25.20 from an earlier $25.15. The firm’s $10.35 billion in revenue also beat analyst estimates of $10.07 billion. In his previous remarks about Northrop Grumman Corporation (NYSE:NOC), Cramer called the firm catastrophic after its Q1 results. This time, he struck a different tone:
“And Northrop Grumman, for worldwide sales. So we’re seeing a lot of bifurcation in a lot of different industries.”
Here’s what Cramer said about Northrop Grumman Corporation (NYSE:NOC) after its Q1 results:
“Finally, there’s Northrop Grumman, which was the dud of the day, reporting a severe top and bottom line miss for the first quarter, and cutting its full year earnings forecast pretty substantially. Now there’s some important context here. Both the miss and the forecast cut were related to Northrop Grumman’s next-generation B-21 bomber program. They’re taking a hit on the higher cost as they try to ramp up production.
That said, even if you add that back, the impact from the B-21 charge, Northrop Grumman still would’ve missed the sales and earnings estimate. It just would’ve been a smaller disappointment. These Northrop Grumman results simply weren’t up to snuff, so the stock had its worst day since 2008 today, falling $67 or nearly 13%. This one’s now in the penalty box.”
3. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders In Q1 2025: 57
Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the largest cruise ship operators in America. Its shares have gained 53% year-to-date due to strong earnings and analyst optimism. The shares have performed well despite the fact that Royal Caribbean Cruises Ltd. (NYSE:RCL) and other cruise ship stocks suffered earlier this year after reports of the Trump administration cancelling tax exemptions for the industry. Even though the shares were falling back then, Cramer had remained optimistic. More recently, analysts from Bernstein and CFRA have raised Royal Caribbean Cruises Ltd. (NYSE:RCL)’s price target. These upgrades were part of Cramer’s latest comments:
“But did you see what people are saying about the cruise ships again? Oh my and this Royal Caribbean, someone downgraded Royal Caribbean the other day. Forget that. That would turn out to be just another chance to buy it. The, the price target bumps for these stocks are insane. But then again, I mean cruising is a very inexpensive way to go.”
Here’s what Cramer had said about Royal Caribbean Cruises Ltd. (NYSE:RCL) after the tax exemption removal reports:
“Yeah, Royal Caribbean. I mean we pushed that very hard last night saying that their numbers are very good. Jason Liberty, just been on the show, the CEO a couple of weeks ago and he said things are good. And that’s like, the bookings yesterday were bad I don’t think so.”
2. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q1 2025: 104
The Walt Disney Company (NYSE:DIS) often makes an appearance on Cramer’s morning show. During several of the appearances, he has discussed the firm’s streaming business turnaround. Cramer has also often remarked on an under-discussed aspect of The Walt Disney Company (NYSE:DIS), i.e., the firm’s cruise ship business. The CNBC host believes that cruise ships could become a genuine secular growth line for the firm. However, he also holds the opinion that The Walt Disney Company (NYSE:DIS) still depends on its Disney Plus subscription numbers to see more love from the stock market. This time, he mentioned the cruise business once again:
“But then again, I mean cruising is a very inexpensive way to go. It still isn’t impacting Disney. Disney’s got a good cruise business. It does.
“No diminution. But they need more ships. They need more ships. They’ve gotta find more ships.”
Here’s what Cramer said earlier about The Walt Disney Company (NYSE:DIS)’s valuation:
“[On higher targets for Disney over last couple of weeks] Yes and it’s not working. My trust owns this. We’ve got several including comments about how linear TV’s not down [inaudible] and the stock doesn’t move. And I think the stock doesn’t move because people [inaudible] it’s a showman stock. People want to see Plus numbers and see that they’re really is a breakout. Because there’s been so much distrust about anything that’s involved with linear. No one seems to get their way until they see the numbers. I think the numbers are gonna come through and the stock is going to look cheap. I’m a believer.”
1. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders In Q1 2025: 66
Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor firm that makes and sells chips, including power management, micro-controllers, and radar products. The firm’s shares were gutted by 13% after its latest earnings report that saw Texas Instruments Incorporated (NASDAQ:TXN)’s current quarter midpoint EPS guidance of $1.48 fall short of analyst estimates of $1.50. Cramer explained why the shares dropped:
“This is one where I tell people you’ve gotta listen to the conference call. Texas Instruments’ previous quarter. They got a little bullish. And I was like oh my god! They’re like, bullish. They’re never bullish. Okay? Well they reverted to their reserved faction and the analysts one after another, are you like not bullish as you were before? I mean did we get it wrong? Are you guys getting negative? And they just, Texas Instruments is a poker face outfit. And they basically said, listen, we’re not doing any better than we thought we were doing. I think the stock is way too low. This was about tone. It had a huge move, it had a huge. move. And that whole move was based on the fact the previous quarter, they seemed to be very optimistic. And now they’re back to the usual pessimistic ways. It’s all tone, it is. It’s all tone. And it bothers me because, I think there’s people at home who’re gonna sell the stock thinking there’s something’s wrong. No, they’re fine. But their auto tariff issues got mentioned. And when you mention tariffs, it means sell. Because what you’re supposed to say, hey not affecting us. Or we’re gonna cut the amount that we thought we were gonna be hurt by tariffs. So those are the two narratives. It’s either not affected or cutting the amount that we’re worried about. So Texan was a very tough call.”
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