11 Stocks on Jim Cramer’s Radar

In this piece, we will look at the stocks Jim Cramer discussed.

In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump, the corporate buying of houses, and Trump’s attempts to lower housing prices:

“We have a dynamic system where I think the President is truly trying to lower inflation by doing what he’s doing with housing. And it’s interesting enough, you know people have been saying, the corporate buying of houses, right, my old friend Tom Steyer is running for governor of California. A lot of people feel is a Mamdani figure, he’s saying the same thing. There’s this coalesce, by the way, coalescing with Warren, Steyer, I’ll put him out there with the President. The President is becoming quite a populist.”

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 January 23rd 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).

11. Kimberly-Clark Corporation (NASDAQ:KMB)

Number of Hedge Fund Holdings: 42

Kimberly-Clark Corporation (NASDAQ:KMB) is one of the largest consumer goods companies in America. Its shares are down by 23% over the past year and by 1.4% year-to-date. Bank of America recently cut the firm’s share price target to $130 from $148 and kept a Buy rating. In its coverage, the bank discussed that Kimberly-Clark Corporation (NASDAQ:KMB)’s sector was experiencing value compression and the firm’s transformation plan was on track. Citi also reduced the share price target to $90 from $95 and kept a Sell rating. On the news front, Kimberly-Clark Corporation (NASDAQ:KMB) has experienced a couple of busy days. The firm and Kenvue’s shareholders approved the latter’s acquisition earlier this week, with 96% of Kimberly shareholders voting in approval. Kimberly-Clark Corporation (NASDAQ:KMB) also raised its quarterly dividend to $1.28 from $1.26 to mark the 54th consecutive increase. The dividend hike followed the firm’s fourth quarter earnings, which saw its adjusted earnings grow by 24% annually. Cramer tweeted about Kimberly-Clark Corporation (NASDAQ:KMB)’s dividend:

“UPS and KMB together part of a safe dividend portfolio”

10. GE Vernova Inc. (NYSE:GEV)

Number of Hedge Fund Holdings: 108

GE Vernova Inc. (NYSE:GEV) is a nuclear power company that provides reactors. The firm also makes and sells gas turbines, wind turbines, and other heavy equipment. The firm has seen a flurry of coverage by analysts lately. For instance, BMO raised GE Vernova Inc. (NYSE:GEV)’s share price target to $785 from $780 and kept an Outperform rating on the stock. In its coverage, the financial firm commented on the company’s estimates of exiting 2026 with 100 GW in gas turbine commitments. BMO also discussed GE Vernova Inc. (NYSE:GEV)’s acquisition of transformer manufacturer Prolec, as it outlined that the deal could create significant synergies. UBS also hiked the share price target. It raised the target to $936 from $835 and kept a Buy rating on the shares. The bank commented that GE Vernova Inc. (NYSE:GEV)’s fourth quarter earnings had indicated margin strength for the firm’s medium-term operations. As the shares soared after earnings, Cramer tweeted:

“Nobody seems to know how high to take GE Vernova. They should have owned it already.. club name”