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 the rally in major stock indexes, which saw S&P and NASDAQ stock indexes mark strong gains. Cramer remarked that the performance could be due to calm in Washington and lower interest rates. According to him:
“You come in and interest rates are lower, backdrop is one of calm in Washington. We expected that Europe was going to be tough, with tariffs, there’s nothing new there. Instead what we’re seeing is the leverage of earnings, it’s really good. Wages really haven’t been that up that much. Maybe it’s possibly about Mike Wilson who, Mike’s had a good piece today, that it could be all held by AI. I do look at the stocks that are trading up in the morning. Half of them are [inaudible] S&P, and half of them are totally speculative. I think it’s two markets. If you blend those two together, it’s a mistake. They’re just two markets.”
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 19th.
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. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q1 2025: 150
Netflix, Inc. (NASDAQ:NFLX) is one of the most frequently discussed stocks on Cramer’s show. While Cramer is one of the firm’s biggest fans, the stock fell by 4% after its latest earnings, as executives attributed the annual revenue guidance raise to a weaker dollar instead of user growth. Cramer discussed Netflix, Inc. (NASDAQ:NFLX)’s upgrades after the earnings as well as the results themselves:
“Now you could have estimates go up and up that you end up with. . .Netflix. And those. . .where you just say you know what, they moved up, moved up, moved up. But we have a lot of catch-up upgrades today. Catch-up price target bumps.
“The Netflix call by the way was very, very fractious. And I felt bad because it was like, you have them read these questions and then they like disagree with the guy. No I mean, defend yourself, defend your life. But, the fact is, people felt that Netflix was, organically didn’t have the number. And I point out, was there a day they didn’t raise Netflix? You can’t have a situation where people know it’s going to be good.”
Cramer was quite excited about Netflix, Inc. (NASDAQ:NFLX) ahead of its earnings. Here’s what he said:
“After the close, we’re treated to the most delightful of conference calls, Netflix. First thing, I have a dearth of things to watch right now. It’s really starting to bug me. So I’m going to be listening to the conference call in part because they talk about all the great overseas programming. I get some terrific ideas of what to watch when I get home that night. The bar is very high for Netflix, though, which will have to tell us how their ad tier is going, how Squid Game did, and how NFL Christmas streaming football advertising’s looking.”
11. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders In Q1 2025: 69
3M Company (NYSE:MMM) is one of the largest industrial conglomerates in the world. Its shares have gained 16.7% year-to-date as part of a bullish run in industrial stocks that Cramer has commented on several times. In his previous remarks about 3M Company (NYSE:MMM), the CNBC host pointed out that the firm is benefiting from strong leadership and insulation from tariffs. However, the shares have lost 4.9% since its latest earnings report despite the firm further reducing the estimated impacts from tariffs. Here’s what Cramer said about 3M Company (NYSE:MMM) earnings:
“Now you could have estimates go up and up that you end up . . .And those, 3M, where you just say you know what, they moved up, moved up, moved up. But we have a lot of catch-up upgrades today. Catch-up price target bumps.”
“3M was, I was surprised the organic growth rate was a little disappointing. . . And they feel that 3M didn’t have the number.”
Previously, Cramer shared his thoughts about how 3M Company (NYSE:MMM) was part of a broader bull market in industrial stocks:
“Now the industrials have been on fire. The part of this broadened out bull market and one of my absolute favorites is 3M, which is beginning to remind me of the old 3M, where the question was simply how big the beat will be. CEO Bill Brown is crushing it, and this one’s been greeted with buying both before and after the conference call.”
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