In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed SpaceX’s Starlink satellite internet service. The discussion started after co-host David Faber pointed out that SpaceX’s tenth Starship test flight earlier this week could unlock an accelerated buildout for the Starlink satellite internet constellation. Starship is the world’s largest rocket under development, and SpaceX plans to launch its third-generation Starlink satellites with the vehicle.
These satellites are larger and have higher internet capacity and Cramer started out by sharing that “people have to recognize where it is in Europe, you go from, say 140 Euro per month to about 50 Euro per month for faster wireless. Low latency, with Starlink.”
These lower prices are key for market penetration, and after co-host Carl Quintanilla pointed out that the productivity growth from increased internet coverage would be more important than the cost, Cramer replied:
“Absolutely, that’s why I’m saying, if the President wants to spend more time talking about growth with no inflation I think that would be a terrific thing to focus on.”
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 August 27th.
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).
12. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders In Q2 2025: 52
Agnico Eagle Mines Limited (NYSE:AEM) is a Canadian gold mining company. Its shares have gained 69% year-to-date to make the firm one of the top-performing stocks on the market. The firm, like its peers, has benefited from strong earnings reports, which have seen it post record profit and free cash flow. High gold prices have pushed Agnico Eagle Mines Limited (NYSE:AEM)’s shares higher, and Cramer commented on the firm as he discussed American gold miner Newmont Corporation:
“[On Newmont’s cost-cutting push] Even though they’re one of the best performing stocks in the S&P 500 and they feel like they need to make that cutback. That’s a very good company, I do prefer Agnico Eagle, that’s been, I think the one that you want to buy. The CEO of Agnico Eagle, really, incredibly smart consolidator and has all in safe places, which does matter.”
Here are Cramer’s previous thoughts about Agnico Eagle Mines Limited (NYSE:AEM):
“The price of gold has been on an incredible run this year, but some of the gold miners have done even better. Take Agnico Eagle Mines, my favorite, the Canadian company, that’s one of the best operators in space, maybe the best. Here’s a stock that’s up almost 58% for the year, going into its earnings report last night, so expectations, I’d say pretty sky high, but Agnico Eagle still delivered a terrific top and bottom line beat with a stunning level of free cash flow generation. If the stock hadn’t been up already so much, I think it would’ve just skyrocketed. Still, it finished at 0.80% up.”
11. CSX Corporation (NASDAQ:CSX)
Number of Hedge Fund Holders In Q2 2025: 71
CSX Corporation (NASDAQ:CSX)’s shares are up by a modest 1.38% year-to-date after a major 9.7% dip in August. The shares tumbled after the firm and Berkshire Hathaway’s BNSF announced a route agreement. While such news typically bolsters rail stocks as it allows them to expand service without significant investments, for CSX Corporation (NASDAQ:CSX) it meant that a merger with BNSF was off the cards for the time being. Here is what Cramer said about the share price movement:
“That was the kind of deal that Joe’s been trying to get it so that thing, you have a three to five layover in Chicago. Which is extraordinary. In this day and age, you still have that?
“CSX has been hurt when you at the actual numbers, David, in terms of performance, by natural disaster and by a problem in a Baltimore tunnel. But I think that Joe Hinrichs is an amazing operator, he’s won a lot of business from trucks, that’s the real competition even though intermodal is the real growth business.”
Previously, the CNBC TV host commented on whether Burlington North would buy CSX Corporation (NASDAQ:CSX):
“But the fact is, they were never going to go against each other. That’s not, the rails, stop doing that years ago. So, I look at this and I say, Vena makes sense. The only issue is, okay, so, does Burlington North have to go buy CSX? And they do.”
10. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders In Q2 2025: 57
Okta, Inc. (NASDAQ:OKTA) is an American software company that operates in the identity management and protection industry. Its shares are up by 16.7% year-to-date after having withstood a major 16% drop in May. The shares fell after the firm’s CEO warned that its growth could slow down due to macroeconomic conditions and strained customer budgets. Okta, Inc. (NASDAQ:OKTA)’s second-quarter earnings in August saw the firm’s earnings and revenue beat analyst estimates. Cramer discussed the firm’s earnings call:
“Todd did a fantastic, Todd McKinnon did a fantastic job on that call, and this is that whole identity issue, you’re going to hear from Crowdstrike, what is their response,. . .Todd was, is, self effacing at best. It was a terrific conference call, terrific.”
Here are Cramer’s previous thoughts about Okta, Inc. (NASDAQ:OKTA):
“Okay, Okta. I like Okta, but I gotta tell you, I got the CrowdStrike down like 40 gazillion points today. I’d rather own CrowdStrike nine days ahead of when the Earth stood still from their outage.”
9. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holders In Q2 2025: 77
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Cramer’s favorite cybersecurity stocks. The firm’s shares suffered a setback in July when they dropped by a hefty 15% after it announced that it would spend a whopping $25 billion to buy cybersecurity firm CyberArk. However, since the dip, Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares have gained 12% as investors appear to be returning to the shares. In his earlier comments, Cramer has defended the acquisition, and he did so once again this time around as well:
“. . .by the way, just so you know, that you know Nikesh Arora identified that identity is incredibly important which is why they spent a fortune on CyberArk. But I think that’s gonna work out.”
Previously, Cramer revealed that he had bought Palo Alto Networks, Inc. (NASDAQ:PANW) for his trust:
“He wants to know whether I still like Palo Alto Networks… Just bought some for the trust. It looks real good.”
8. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q2 2025: 115
Tesla, Inc. (NASDAQ:TSLA)’s shares have lost 9.4% year-to-date as the firm has struggled to shake off the effect of a global delivery slowdown. Despite CEO Elon Musk’s repeated assertions that his firm is more of a robotics company instead of a car company, investors continue to judge Tesla, Inc. (NASDAQ:TSLA)’s shares through the firm’s ability to sell cars. For his part, Cramer agrees with Musk’s assertion that the firm is a tech company. The CNBC TV host has previously recommended the stock due to Tesla, Inc. (NASDAQ:TSLA) being a tech company, and he did so again this time as well:
“[On reports saying the stock building a nice base] “I think it’s a terrific buy here.
“Well you know I just think it’s a technology company and it’s the world’s best and I think you buy it right here. You buy it for that.”
Here are Cramer’s previous thoughts about Tesla, Inc. (NASDAQ:TSLA):
“Oh, hey, look, you’re fine in Tesla. Tesla’s morphing right now. It’s in transition from being a car company to being a technology company, and you want to be in there because the tech is worth a lot more than what it’s selling for right now. Don’t worry, I don’t care where you bought it. I care where it’s going to.”
7. EchoStar Corporation (NASDAQ:SATS)
Number of Hedge Fund Holders In Q2 2025: 52
EchoStar Corporation (NASDAQ:SATS)’s shares stunned observers earlier this month when they jumped by a massive 97% in just two days. The stock soared after the firm announced that it would sell its spectrum to AT&T and transform its Boost Mobile network into a hybrid mobile network. The deal’s $23 billion price tag, coupled with the fact that it marked a key step in resolving EchoStar Corporation (NASDAQ:SATS)’s disputes with the FCC, injected fresh life into a stock whose future was unclear to investors due to missed interest payments. Cramer commented on the share price movement:
“It’s an incredible, what a comeback that is for something that a lot of people. . .”
EchoStar Corporation (NASDAQ:SATS)’s management had explained the impact of the FCC investigation on its business during its Q2 2025 earnings call:
“As a result of the FCC’s inquiry, we chose to delay several of our scheduled interest payments. We submitted detailed responses in the various public proceedings the agency launched back in May. As explained in our responses, we strongly disagree with the factual and legal basis of the FCC’s inquiries. On June 11, our Chairman met with FCC Chairman, Carr, and explained how the FCC’s actions threaten our viability. Following this meeting, President Trump encouraged the parties involved to reach a positive resolution. Due to the nature of our ongoing discussions with the FCC, government and other entities, we chose to make our delayed interest payments within the permissible grace periods.”
6. Canada Goose Holdings Inc. (NYSE:GOOS)
Number of Hedge Fund Holders In Q2 2025: 15
Canada Goose Holdings Inc. (NYSE:GOOS) is a Canadian high-end apparel retailer. Its shares have gained 33.7% year-to-date on the back of two major moves. The first of these was in May, and it sent the stock soaring by a whopping 41%. The catalyst for the share price gain was Canada Goose Holdings Inc. (NYSE:GOOS)’s fiscal fourth quarter earnings, which beat analyst revenue and EPS estimates. The firm’s shares then soared by 16% in August after CNBC reported that private equity firm Brain Capital had been approached for taking the firm private. Here is what Cramer said about the development:
“Look, Goose is Bain may be back. If you remember, Bain had 70% when it came public.”
The CNBC TV host had discussed Canada Goose Holdings Inc. (NYSE:GOOS) in May. Here is what he said:
“That’s good. They’ve been, terrific. Dani Reiss’s a terrific guy. That’s been a very tough one to won.”
5. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holders In Q2 2025: 73
The TJX Companies, Inc. (NYSE:TJX) is an American off-price retailer whose shares have gained 13% year-to-date. The firm’s off-price business model has helped it stay resilient this year as the retail sector as a whole continues to struggle. For instance, The TJX Companies, Inc. (NYSE:TJX)’s shares gained 2.7% earlier this month after the firm’s second-quarter revenue and earnings per share beat analyst estimates. Investors were particularly impressed by the fact that The TJX Companies, Inc. (NYSE:TJX) raised its full-year per-share profit guidance to $4.52 and $4.57, which was higher than analyst estimates of $4.51. Cramer’s previous remarks about the firm have praised it and revealed that he owns it for the charitable trust. Here are his recent thoughts:
“Kohl’s, I don’t know, I mean this is one, you can say, clock is right twice a day, but I will tell you, they did say, they saw resilience with customers. Does have a new CEO. I’ve seen a lot of good things happening, but I don’t want to jump all over it because in the end it is brick and mortar, I’d rather be in TJX.”
The CNBC TV host discussed The TJX Companies, Inc. (NYSE:TJX) in detail after its earnings. Here is what he said:
“I like this one so much, we have a big position for the Charitable Trust. It’s been a phenomenal long-term performer… When TJX actually reported Wednesday morning, they delivered a gem of a quarter, though, enough to send the stock up more than three and a half bucks… With this latest quarter, TJX has now exceeded the high end of its own quarterly earnings guidance for 10 straight quarters…
So when the guidance for the current quarter once again came in light, everybody realized this management’s simply sandbagging us with low-ball numbers. Sometimes, though, the business looks so good that even this cautious management has to raise numbers across the board, and this was one of those times…
So let me give you the bottom line: … This is an excellent outcome for TJX and a vindication for everyone else who’s defending the stock all summer, including me and my compadres of the CNBC Investing Club… Considering the facts on the ground in retail, everything from the tariffs to an incredibly value-conscious consumer, I’m betting TJX has more to run. I wouldn’t be surprised if this stock becomes a semi-permanent resident of the new high list for the rest of the year.”
4. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q2 2025: 31
Kohl’s Corporation (NYSE:KSS) is an American retailer whose shares have gained 7% year-to-date, primarily due to upward momentum since July that has seen the stock add 57%. The share price surge wasn’t due to the fundamentals. Instead, it was due to Kohl’s Corporation (NYSE:KSS) becoming a latest example of the meme stock mania that sees retail investors join forces on social media and drive shares up by buying in bulk. Cramer’s previous comments about the firm have discussed its business, and this time, he reiterated that Kohl’s Corporation (NYSE:KSS) is a short squeeze:
“Kohl’s, I don’t know, I mean this is one, you can say, clock is right twice a day, but I will tell you, they did say, they saw resilience with customers. Does have a new CEO. I’ve seen a lot of good things happening, but I don’t want to jump all over it because in the end it is brick and mortar, I’d rather be in TJX.
“Kohl’s is just a short squeeze. I think there are a lot of people that felt that Kohl’s, there was talk that they were having problems with vendors.”
The CNBC TV host discussed Kohl’s Corporation (NYSE:KSS) in detail recently. Here is what he said:
“I didn’t have Kohl’s. Which looks to be a meme stock. It’s up very big. . . .they had news, the quarter was just okay. Just okay.
[on whether the quarter would justify a 100% move in the stock] Absolutely not. [There’s a] Very big short position. And there’s a Reddit section that is very excited about it. This is the new world, David.”
“Kohl’s did not blow up. I mean Kohl’s is, got new management. Kohl’s is doing okay. I just think that what matters is that, this is in control of a group of people who are motivated. It’s a short squeeze.”
“I look at Kohl’s and I think, look it’s not going to die. I mean I think it’s got, the last quarter was good. But at the same time, they decided to gut it, I mean Goldman raised the price from five to seven.
“If Kohl’s had any horses, it would very quickly chin up a secondary. I don’t know whether Michael Bender understands this. He’s the interim CEO. But that’s what he should do. He should use this to raise cap.
“But I just look at Kohl’s and I think, look a few minutes ago before this day started, they were looking bad. They’re now looking great. They do have a lot of borrowing. I mean this is not a clean balance sheet by any means. Not at all.
“Yeah they got Sephora. But they have six billion in debt. And they have a chance to just, to take advantage of it. David it would be advantageous if they take enough money to cut that debt to say to five billion.”
3. Abercrombie & Fitch Co. (NYSE:ANF)
Number of Hedge Fund Holders In Q2 2025: 39
Abercrombie & Fitch Co. (NYSE:ANF) is a well-known American apparel retailer. The firm’s shares have lost 36% year-to-date, as it has struggled due to sluggish sales, which have plagued the retail sector. Abercrombie & Fitch Co. (NYSE:ANF)’s shares dipped by 9% in March after the firm’s 2025 sales growth guidance sat at a 4% midpoint, which was far below analyst estimates of 5.65%. The shares had dropped by a massive 25% in January, even though Abercrombie & Fitch Co. (NYSE:ANF) raised its fourth quarter midpoint growth guidance to 7.5% from an earlier 6%. Here is what Cramer said about the firm:
“Now I would say that Abercrombie, the actual Abercrombie division not that great, they still have inventory problems. But I also think that those are actually fixable. That’s a good growth company. I don’t want to write those guys off, they have good management. It’s way, way down.”
Cramer discussed Abercrombie & Fitch Co. (NYSE:ANF) in detail in June. Here is what he said:
“Abercrombie was a disaster until Fran Horowitz took over as CEO in 2017. She’s brought it back from the brink. And we can’t ignore that context when we’re thinking about one bad quarter from a half the business. […]
To me, it’s also the opportunity here. Right now Abercrombie is clearing out the wrong inventory, bringing in fresh product and given Horowitz’ tremendous track record, possibility of a big turnaround. I’m calling it huge! [presses Buy Buy Buy button].
We know she believes in the most recent quarter. She had the company repurchase $200 million worth of stock, 5% of the total outstanding shares. Strong commitment. Now Abercrombie is a small company – market cap of just $3.7 billion – and a huge short position standing at 13.8%.
If you think that Hollister can stay hot for another quarter and the Abercrombie brand can turn, this one could be explosive. Plus, unlike so many other retailers, Abercrombie really got ahead of the tariff issue. […] They source from 16 countries. Nice diversification.
And then here’s the real opportunity. Write this down. Next Tuesday, Matt Boss from JP Morgan on our network today. He’s the best retail analyst in the business. He has a buy on the stock. […]
If there’s any improvement at all in flagship Abercrombie, this stock could go bonkers. As people remember a year ago when this $78 stock stood at $178. […] You got my blessing to buy the stock on Monday. […]
I don’t usually recommend options here, but I can tell you that if I were to buy Abercrombie ahead of the talk on JP Morgan on Tuesday, I actually might even do it with deep in-the-money calls. And I never I never mention or recommend calls.”
2. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q2 2025: 119
Eli Lilly and Company (NYSE:LLY)’s shares have become one of the most valuable in the sector due to its strong presence in the weight loss drug industry. Despite the fact that the stock has lost 6.6%, Cramer continues to remain a believer. He believes that Eli Lilly and Company (NYSE:LLY) has a robust drug pipeline, is making aggressive manufacturing investments, and has the potential to benefit significantly from a weight loss pill. Here are his recent thoughts about Eli Lilly and Company (NYSE:LLY):
“Dave Ricks. . .bought at the bottom, one million bucks, knew that the pill was coming, said the pill was coming. The pill, if you take out the diabetics, who are very unfortunate, very hard to lose weight, that pill is going to be the standard of care. That’s my bet. Instead of a shot. People like a pill more than a shot. No one likes a shot.”
Previously, Cramer commented on Eli Lilly and Company (NYSE:LLY)’s memory loss treatment:
“Okay, the memory loss is not that important… because it’s just a very hard thing. I mean, actually, if you want memory loss, you buy Amgen because Repatha is doing really well in the memory loss category. Here’s what you need to know: That Lilly thing this morning comes out.. I’m going with Jeff Marks, and I’m like yelling, I’m saying listen, this is a really big deal… I say the stock was up at 12. I said… read the first test versus the second test. The first test is a lot about… just weight, the second one’s got diabetes, this is the pill. Okay, bear with me, it’s a pill. If you strip out the people who like don’t [try] very hard to lose weight, this pill is going to lose you, I think, between 12 and 15 pounds. And that’s why Lily, instead of being up 12, went up 40, okay? I was surprised nobody asked about Lily today. It’s kind of odd.”
1. Snowflake Inc. (NYSE:SNOW)
Number of Hedge Fund Holders In Q2 2025: 100
Snowflake Inc. (NYSE:SNOW) is a software company that enables businesses to manage their data. Its shares have gained 57.6% year-to-date, primarily due to a massive 23.7% earlier today after the firm’s second quarter earnings report saw it raise its annual product revenue guidance to $4.4 billion from an earlier $4.33 billion. Snowflake Inc. (NYSE:SNOW) also managed to grow its performance obligations by 33% to $6.9 billion to convince investors about the growth potential of its business pipeline. Cramer’s comments about Snowflake Inc. (NYSE:SNOW) ahead of the quarter proved to be quite prescient:
“I think that Ramaswamy is going to have a blowout quarter at Snowflake.”
In his earlier remarks, Cramer had continued to maintain that Snowflake Inc. (NYSE:SNOW) would have a great quarter:
“I like Snowflake. I think you can buy more. I honestly do. I think that the quarter’s going to be a very, very good quarter.”
While we acknowledge the potential of SNOW to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SNOW and that has 100x upside potential, check out our report about this cheapest AI stock.
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