11 Fresh Stocks On Jim Cramer’s Radar

7. Union Pacific Corporation (NYSE:UNP)

Number of Hedge Fund Holders In Q2 2025: 89

Union Pacific Corporation (NYSE:UNP) has been in the news lately, as far as the railroad industry is concerned. Cramer’s morning show has had a role to play in this trend as well. The shares have lost 2.7% year-to-date, hampered by broader industrial sluggishness and its bid to take over Norfolk Southern. Union Pacific Corporation (NYSE:UNP) is currently in an era where railroads in the US are looking to join forces after Cramer’s co-host David Faber first broke the news on Squawk on the Street. In this appearance, Cramer outlined that CSX CEO Joseph Hinrichs’ belief that mergers aren’t really necessary for railroad efficiency could harm Union Pacific Corporation (NYSE:UNP)’s Norfolk Southern merger:

“As Joe Hinrichs said to me last night on CSX, for the first time railroads are looking to work together. There is a up to a five day delay every time you get to Chicago because they don’t really, I mean we never really completed one. He’s saying you don’t need to merge, in order to make things more efficient. That would hurt the Norfolk Southern, Union Pacific merger.”

Here are Cramer’s earlier thoughts about Union Pacific Corporation (NYSE:UNP):

“Well what’s incredible if you look at the actual rails, it makes so much sense. There’s so little overlap. You wanted East-West. It’s [inaudible] be great thing. There is tremendous congestion, where the two in the Midwest, in Chicago area, it’s so, I don’t see a lot of the overlap that would make you not like it. I think that, if you were a regulator in the previous regime, you might say, you know what, these two will never compete if we let them merge. So we can’t let them merge because now they won’t go against each other. But the fact is, they were never going to go against each other. That’s not, the rails, stop doing that years ago.

“This is a deal where you just would never have seen it. . .I think that they have a feeling that this one’s gonna go. Don’t matter what [inaudible] get it. And, I would argue that if you think there’s going to be big reindustrialization, Carl, you do want it. It makes sense to have this type of seamless rhythm. The rails are, look I think we all wish that we didn’t, that we had more rails in the country, they’re much cleaner, 400 miles to the diesel gallon. You could argue that other countries have them in a much more you, in a superb way, and we’re a little disjointed, This makes a lot of sense.”