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 remarks made by Republican Senator Tim Scott (R-S.C.). In an interview given to Fox Business, Senator Scott commented that while he did find Fed Chair Jerome Powell “to be inept at doing his job,” being inept was not a criminal act. Scott’s comments came as the debate for lower interest rates continues to rage in political and financial news coverage. Cramer used the remarks to discuss the homebuilding industry, the sector’s struggles, and its need for lower rates:
“Yeah, that was, I think finally we’re getting some Republicans who just say listen let bygones be bygones here. But I do think, you said something to me earlier to me, earlier this week, Carl, which is that the homebuilders have been strong, I know that the homebuilders have done some special pleading about some sort of action by the President. But the main thing that they need, is relief when it comes to the interest rates. David, you know, the homebuilders and their constituency, which is the banks which is the lawyers with the real estate people know that housing has just been a huge drag on the economy. I recognize that lower rates would really help it.”
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 5th 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).
12. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings: 106
Aerospace firm The Boeing Company (NYSE:BA)’s shares are up by 28% over the past year and by 4% year-to-date. Bernstein bumped the share price target to $277 from $267 and kept an Outperform rating on the shares in January. The financial firm explained that The Boeing Company (NYSE:BA)’s progress with its 767 and 787 aircraft was satisfactory and added that the defense business was also undergoing a recovery. UBS also discussed the shares as it raised the price target to $285 from $275 and kept a Buy rating. Part of the bank’s coverage included The Boeing Company (NYSE:BA)’s free cash flow and improved production processes to influence the share price target bump. Cramer has also been increasingly positive on the firm as he has repeatedly praised its CEO. The CNBC TV host tweeted about The Boeing Company (NYSE:BA) on February 5th and wondered whether the shares could touch $250:
“Boeing, one of my favorites in the trust: lotta chatter of big wins out of China and Saudi Arabia. Given that they are getting better and better and quicker at making new planes these could take the stock back to $250.”
11. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings: 219
Alphabet Inc. (NASDAQ:GOOGL) reported its earnings earlier this week and posted $113.83 billion in revenue to beat analyst estimates of $111.43 billion. The earnings came after Cramer continued to heap praise on the firm throughout January. The CNBC TV host believes that Alphabet Inc. (NASDAQ:GOOGL) is one of the strongest players in several industries, such as AI. Following the earnings, multiple analysts have discussed the firm. For instance, DA Davidson bumped the share price target to $310 from $300 and kept a Neutral rating. The financial firm commented that Alphabet Inc. (NASDAQ:GOOGL) is experiencing growing demand for its cloud computing business and added that the demand appears to be stemming from enterprise users. Cantor Fitzgerald reiterated a $370 share price target and an Overweight rating. Cantor focused on Alphabet Inc. (NASDAQ:GOOGL)’s capital expenditure to comment that while the expenditure was high, the firm’s dominance in AI was comforting. Given his optimism about the company, Cramer discussed Alphabet Inc. (NASDAQ:GOOGL) in detail following the earnings:
“My charitable trust has a small position, we’re looking to buy it. I think you have to buy it. This was a remarkable quarter, don’t pay any attention to the man behind the curtain, the stock price. Fact is that they are using this new compute for Google Cloud, okay? And David, do you know who Lebron James is? And you know who that is when it comes to Google? Okay, they call him Thomas Kurian. . .Thomas Kurian’s the head of Cloud. He’s the Lebron James of Cloud. And this number was so extraordinary, I am not worried. By the way, Schindler, Phillip Schindler did an amazing job with YouTube. I feel that the Gemini uptake is just rather incredible. I just was dazzled by this call. The analysts have to start catching up with how well they’re doing. And then, one more thing. It’s boring. . .the One Big Beautiful Bill, the bonus depreciation, you can just write this stuff off instantly. Because it is in data centers, not regular buildings. So this was just brilliant, people don’t understand, that depreciation makes it so it was worthwhile to buy this stuff now and remember, they are controlling it, they are not offloading it to say, Blue Owl.
“YouTube, did you hear that analyst who said, look I think you’re losing business in advertising? And Schindler who is such a diplomat, said, no you see actually we’re moving towards subscription, subscription’s worth more money. And I’ve met that man, and he is, he’s Bond. So we’ve got Lebron and we’ve got Bond. He is, he’s Bond. He’s shaken, not stirred, that guy.
“[on 750 million MAUs for Gemini] This thing came out of nowhere, it’s obvious that the analysts still are trying to grasp how this could not have hurt Google Search. It clearly hasn’t. I think that this juggernaut, and look it’s gonna be, don’t buy it down ten, because they’re going to take it down 19. People who want to sell it down 20, they’ll sell it down 20. I suggest, I have one idea for the people who are selling it, there’s this thing, it’s called a conference call. You should listen to it before you blow out of it. . . they should at least put it through ChatGPT if not Gemini.”
Hotchkis & Wiley Global Value Fund also discussed Alphabet Inc. (NASDAQ:GOOGL) in its fourth quarter 2025 investor letter:
“Alphabet Inc. (NASDAQ:GOOGL) is a holding company whose primary subsidiary is Google, which is the largest advertising company in the world. Other than Search, Alphabet’s other businesses are its enterprise cloud platform and venture-stage companies collectively reported as “Other Bets”. The company’s stock outperformed following strong 3Q25 results that beat expectations across the board, increasing investor confidence in the company’s ability to convert AI opportunities into growth. That outperformance continued as Google delivered strong new AI products that appear to be taking material share of Consumer Chatbot activity from OpenAI’s ChatGPT.”
10. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings: 312
Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares dipped by 7% in extended trading after it reported its fiscal third-quarter earnings report. The results saw the firm post $81 billion in revenue and $4.14 in adjusted earnings per share to beat analyst estimates of $80.27 billion and $3.97. Following the earnings, Stifel downgraded Microsoft Corporation (NASDAQ:MSFT) to Hold from Buy and slashed the share price target to $392 from $540. At the heart of the significant revaluation was the firm’s Azure cloud computing business. Stifel pointed out that Microsoft Corporation (NASDAQ:MSFT)’s fiscal 2027 guidance was optimistic, considering Azure supply constraints and competition in the AI industry. Before the earnings, Cramer wondered whether the firm’s Copilot platform was competitive, and after the report, he discussed Azure and equated Google’s Cloud head with Lebron James:
“Microsoft, someone, Stifel, downgraded Microsoft. Now a law was passed a distant Moon ago here, don’t you ever, ever, downgrade Microsoft. Could be a bottom. You downgrade Microsoft, they have a lot of firepower. Even if Copilot is losing out in terms of the, if you look at Gemini paid, Copilot’s obviously not that good. You know David, you have probably Apple, but you they want to involved, they try to trick you into Copiloting all the time, I’d rather be a passenger and ride in Gemini. I don’t need to Copilot jack.
“Now, Amazon has retail and that’ll help them, okay, but Azure is the one that I think is the existential crisis.
“I’m just saying it’s Azure versus Alphabet, that’s what I’m saying, and I’ve met Lebron James and he wants to annihilate Azure.”
9. Arm Holdings PLC (NASDAQ:ARM)
Number of Hedge Fund Holdings: 37
Chip design firm Arm Holdings PLC (NASDAQ:ARM)’s shares are down by 30% over the past year and are up by 1.7% year-to-date. In late January, Susquehanna upgraded the shares to Positive from Neutral and kept a $150 share price target. The financial firm cited the AI chip industry as the reason behind its optimism. It commented that Arm Holdings PLC (NASDAQ:ARM)’s partnership with Broadcom to develop an AI processor for OpenAI and a custom chip for Meta could create tailwinds for the firm. Earlier in the month, Bank of America had lowered Arm Holdings PLC (NASDAQ:ARM)’s share rating to Neutral from Buy and pointed out that the firm’s revenue could drop due to lower global smartphone shipments. BofA set a $120 share price target and added that the firm could nevertheless benefit from a broader growth in chip usage. Cramer commented on Arm Holdings PLC (NASDAQ:ARM)’s partnership with the Japanese conglomerate Softbank:
“I think that there is a sense with Arm, there were some long knives out for Arm. Last night. And some of that is because people are saying, alright, Softbank, but not Softbank when they’re going to sell. Cause they’re not. But David, you’ve probably looked at this, Softbank’s a huge customer now. So they own 87% now and they’re a huge customer. So David, what does that say to you?”
8. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings: 332
Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 15% over the past year and by 10.8% year-to-date. The stock fell sharply yesterday after the firm revealed its plan to spend $200 billion in capital expenditure. Ahead of the earnings, Stifel and UBS had discussed Amazon.com, Inc. (NASDAQ:AMZN). UBS slightly lifted the share price target to $311 from $310 and kept a Buy rating on the stock. The bank commented that the company’s share price value was not reflective of the fact that its Amazon Web Services (AWS) revenue could double by 2028. Like UBS, Stifel also increased Amazon.com, Inc. (NASDAQ:AMZN)’s share price target. It lifted the target to $300 from $295 and kept a Buy rating. Stifel outlined that the technology company’s advertising business was performing well and its eCommerce business had fared well in 2025’s fourth quarter.
“We have Amazon tonight, Amazon has reacted poorly last couple of quarters. And as you put it out the other day, Amazon stock hasn’t done anything.
“Now, Amazon has retail and that’ll help them, okay, but Azure is the one that I think is the existential crisis.”
7. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holdings: 87
The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods firms in the world. The shares are down by 5.8% over the past year and are up by 12% year-to-date. In late January, TD Cowen downgraded the shares to Hold from Buy and raised the share price target to $156 from $150. The Procter & Gamble Company (NYSE:PG)’s growth prospects were on TD Cowen’s mind as the financial firm pointed out that the company’s growth appeared to have bottomed out and was now contingent on regaining market share. UBS discussed the shares in mid-January. It reiterated a Buy rating and a $161 share price target for The Procter & Gamble Company (NYSE:PG) and outlined that the consumer goods company was experiencing divided investor attention when it came to growth. As per UBS, investors were split on whether The Procter & Gamble Company (NYSE:PG)’s growth was experiencing a longer-term slowdown or was affected by market conditions. Cramer commented on the firm’s earnings:
“Procter & Gamble had one of the worst quarters I’ve seen and the stock just won’t quit.
“Now these aren’t really growing, it’s just that they’re consistent.
“Procter & Gamble’s up 95 [inaudible], this is just crazy. On the quarter they apologized for, I mean they basically said, listen we know screwed up. I mean, can you imagine if they said they didn’t? The stock would be at 200!”
6. Colgate-Palmolive Company (NYSE:CL)
Number of Hedge Fund Holdings: 63
Colgate-Palmolive Company (NYSE:CL) is a well-known global oral and personal care brand. Its shares are up by 10.5% over the past year and by 22% year-to-date. Multiple analysts have discussed the stock so far in 2026. For instance, Morgan Stanley raised the share price target to $100 from $87 and kept an Overweight rating on Colgate-Palmolive Company (NYSE:CL)’s shares. The bank commented that the consumer products company’s fourth-quarter organic sales growth was impressive, given current market conditions. It added that Colgate-Palmolive Company (NYSE:CL)’s margins, driven by lower currency and other pressures, improved in the fourth quarter. Evercore ISI also raised the share price target. It bumped the target to $100 from $94 and commented that Colgate-Palmolive Company (NYSE:CL) was gaining market share in segments such as oral care and pet nutrition. Cramer used the company as an example of a stock that’s doing well due to consistent execution rather than strong growth:
“Well Colgate had a good quarter, they grew 2% rather than 1%!
“Now these aren’t really growing, it’s just that they’re consistent.”
5. The Clorox Company (NYSE:CLX)
Number of Hedge Fund Holdings: 37
The Clorox Company (NYSE:CLX) is one of the most well-known household products manufacturers in America. Its shares are down by 19% over the past year but are up by a strong 18% year-to-date. Wells Fargo hiked its share price target for The Clorox Company (NYSE:CLX) in late January. The bank increased the share price target to $115 from $108 and kept an Equal Weight rating on the shares. It pointed out that The Clorox Company (NYSE:CLX)’s acquisition of the firm responsible for manufacturing the Purell hand sanitizer could lead to the chemical company’s sales growing by the low double-digit percentages. More recently, banking giant JPMorgan raised The Clorox Company (NYSE:CLX)’s share price target to $117 from $114 and kept a Neutral rating on the shares. In its earnings report released in February, the firm posted $1.39 in earnings per share and $1.67 billion in revenue. The earnings missed analyst estimates of $1.43, while the revenue beat estimates of $1.64 billion. Cramer used The Clorox Company (NYSE:CLX) as an example of a firm that is consistent:
“Clorox did well, they’re starting to buy Kimberly!
“Now these aren’t really growing, it’s just that they’re consistent.”
4. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holdings: 55
Logistics giant United Parcel Service, Inc. (NYSE:UPS)’s shares are up by a modest 2.85% over the past year and by 15% year-to-date. Evercore ISI discussed the firm in late January. It raised United Parcel Service, Inc. (NYSE:UPS)’s share price target to $113 from $94 and kept an In Line rating on the shares. The target bump came ahead of the company’s earnings report, with the financial firm outlining that a deceleration in US revenue could be countered by the growth in exports to China. United Parcel Service, Inc. (NYSE:UPS)’s fourth quarter revenue of $24.5 billion beat analyst estimates of $24 billion. The firm’s $2.38 in profit per share also exceeded $2.20 in estimates. As part of the earnings release, United Parcel Service, Inc. (NYSE:UPS)’s CEO outlined that his firm would focus on profitability by reducing low-cost deliveries for retail giant Amazon. Cramer discussed the firm’s share price movement, consistency, and dividend:
“Well they didn’t cut the dividend.
“Now these aren’t really growing, it’s just that they’re consistent.”
3. Bristol Myers Squibb Company (NYSE:BMY)
Number of Hedge Fund Holdings: 76
Bristol Myers Squibb Company (NYSE:BMY) is one of the largest pharmaceutical companies in the world. Its shares are up by 7.5% over the past year and by 15.4% year-to-date. Piper Sandler bumped its Bristol Myers Squibb Company (NYSE:BMY) share price target to $66 from $62 and kept an Overweight rating on the shares in late January. The pharma company’s drug portfolio factored into the coverage as it outlined that the stock’s apparent undervaluation appeared to be stemming from the loss of exclusivity for the Eliquis blood thinner medication. Like Piper, Citi also raised Bristol Myers Squibb Company (NYSE:BMY)’s share price target. It bumped the target to $60 from $53 and kept a Neutral rating on the shares. Citi’s coverage came as part of the bank’s broader commentary on the pharmaceutical sector. Cramer commented on Bristol Myers Squibb Company (NYSE:BMY)’s recent announcement of maintaining its dividend. He also mentioned the firm’s schizophrenia drug Cobenfy and valuation:
“Bristol Myers, they put out a release, said we’re not cutting the dividend, I said, I don’t even know they’re thinking about it.
“Now these aren’t really growing, it’s just that they’re consistent.
“Look I bought it for the trust because of Cobenfy which is a mental health drug and they really don’t have much uptick there. But, Bristol, when you sell at eight times earnings, you start getting a little more interest in this market now.”
2. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings: 115
Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares were dealt a hefty blow earlier this week when closed down by a massive 17%. The dip came after the firm’s fourth quarter earnings report. While Advanced Micro Devices, Inc. (NASDAQ:AMD) reported $10.27 billion in revenue and $1.53 in adjusted earnings to beat analyst estimates of $9.67 billion and $1.32, media reports suggested that even though its first quarter guidance of $9.8 billion in revenue beat analyst estimates of $9.38, it was lower than expectations held by some quarters. Following the earnings, Benchmark reiterated a $325 share price target and a Buy rating for Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares. The financial firm outlined that the chip company’s deal with OpenAI and other partnerships represented tailwinds in the form of future revenue opportunities. Cramer also commented on the strong demand for AI chips and highlighted a key factor for Advanced Micro Devices, Inc. (NASDAQ:AMD)’s products:
“AMD, I thought that Lisa Su basically said, look the second half is going to be good, the first quarter was not outrageously strong so to speak. But the stock’s barely down. The stock’s barely down.
“I would tell you, that the second half, because Lisa Su’s chips have more memory, than NVIDIA’s. When you listen to all these quarters, of these former Mag 7, they all need memory, they all need compute. Now I was surprised to see how much memory the next generation AMD chip has versus the NVIDIA.”
1. PepsiCo, Inc. (NASDAQ:PEP)
Number of Hedge Fund Holdings: 68
Food products giant PepsiCo, Inc. (NASDAQ:PEP)’s shares are up by 15% over the past year and by 18% year-to-date. Several analysts have discussed the firm recently. For instance, UBS raised PepsiCo, Inc. (NASDAQ:PEP)’s share price target to $190 from $170 and kept a Buy rating on the stock in early February. The coverage followed the firm’s earnings report. During its fourth quarter, PepsiCo, Inc. (NASDAQ:PEP) earned $29.34 billion in revenue and $2.26 in adjusted earnings per share. Both of these beat analyst estimates of $28.97 billion and $2.24. Bank of America also discussed PepsiCo, Inc. (NASDAQ:PEP) after the earnings. It hiked the share price target to $173 from $164 and kept a Neutral rating on the shares. As part of its earnings announcement, the food and snack company also revealed that it would drop prices on some products by as much as 15% ahead of the Super Bowl. PepsiCo, Inc. (NASDAQ:PEP) factored into Cramer’s discussion as he commented on stocks that had not posted blockbuster growth but were nevertheless posting strong gains:
“How about PepsiCo? We cut price in FritoLay. Hey let’s take that up 10! It’s crazy.”
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