In this piece, we will look at the stocks that Jim Cramer discussed.
As AI investing continues to drive market sentiment, it’s unsurprising that the latest trends haven’t escaped Jim Cramer’s radar. One hot topic in the industry right now is Anthropic. Anthropic is widely believed to be leading in the enterprise AI space. Cramer has also reiterated these opinions several times, as he has remarked that not only is the enterprise AI industry witnessing monetizable and stable demand, but added that Anthropic is in a strong position in the industry. More recently, the CNBC TV host has started discussing the impact of AI on enterprise software-as-a-service (SaaS) firms, their public offerings, and the venture capital firms that finance these offerings. In a recent tweet, Cramer shared his latest opinion on the subject:
“The private-credit-will-destroy-us-all rap coupled with the ‘Anthropic will destroy all software’ narrative will be with us until we realize that Anthropic won’t destroy everything and Vista and Thoma Bravo actually survive, Just sayin'”
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 February 18th and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. DoorDash Inc. (NASDAQ:DASH)
Number of Hedge Fund Holdings: 91
DoorDash Inc. (NASDAQ:DASH) is a commerce company that provides payment processing, customer acquisition, delivery fulfillment, and other services. The shares are down by 11% over the past year and by 19% year-to-date. DoorDash Inc. (NASDAQ:DASH)’s shares experienced turmoil earlier this week following the firm’s fourth-quarter earnings report. The results saw the company post $3.96 billion in revenue and $0.48 in earnings per share. Both of these missed analyst estimates of $3.99 billion and $0.59. However, during the quarter, DoorDash Inc. (NASDAQ:DASH)’s orders also grew by 32% which outpaced the year-ago figure of 19%. Ahead of the earnings, several analysts had discussed the stock. For instance, UBS raised the price target to $245 from $241 and kept a Neutral rating, Guggenheim cut the target to $275 from $280 and kept a Buy rating, while Stifel lowered the target to $224 from 253 and kept a Hold rating. Stifel cautioned that DoorDash Inc. (NASDAQ:DASH) could experience pricing in 2026. Cramer discussed the firm in a tweet as he called it powerful:
“DASH-powerful; Carvana- not as bad as it looks, -W when will it make money? Figma.. oh please”
9. Klarna Group (NYSE:KLAR)
Number of Hedge Fund Holdings: 50
Klarna Group (NYSE:KLAR) is a Swedish technology company that works in the digital banking and payments industries. Its shares are down by 71% since their IPO in September last year and by 54% year-to-date. Earlier this week, Klarna Group (NYSE:KLAR)’s stock dropped by close to 25% after the firm reported its fourth-quarter earnings. The results saw the firm post $1.08 billion in revenue and $0.19 in loss per share. While Klarna Group (NYSE:KLAR)’s revenue beat analyst estimates of $1.07 billion, the loss per share was steeper than the estimates of $0.02. However, the firm’s US business was a strong performer as revenue grew by 58% driven by the firm’s Fair Financing product, which grew sales by a strong 165%. The quarter was also Klarna Group (NYSE:KLAR)’s first one that saw it bring in $1 billion in sales. Ahead of the earnings, Keefe Bruyette lowered the share price target to $45 from $52 and kept an Outperform rating. As for Cramer, the CNBC TV host focused on the EPS as he remarked in a tweet:
“Klarna doesn’t even mention eps in its release. Talk about the old days.. Give me a break.”
