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 briefly commented on the Federal Reserve and interest rates. With debate raging in the markets about high rates, the CNBC TV host believes that lower interest rates can help the homebuilding sector. However, as technology and other firms report their earnings, Cramer remarked that the Fed was in the background. “David, when I look at what’s going with the Fed, they are a bit of a sideshow during earnings season,” Cramer said. “Particularly when it comes to what people are really talking about, when it comes to AI and data center and spend,” he added.
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. Texas Roadhouse, Inc. (NASDAQ:TXRH)
Number of Hedge Fund Holdings: 37
Casual dining firm Texas Roadhouse, Inc. (NASDAQ:TXRH)’s shares are up by 8.5% over the past year and by 11% year-to-date. The year has been busy for the firm when it comes to analyst coverage. For instance, TD Cowen initiated coverage to set a $215 share price target and a Buy rating in January. The financial firm pointed out that Texas Roadhouse, Inc. (NASDAQ:TXRH) was experiencing strong same-store sales, which led to its future being quite optimistic. Cramer has also discussed the restaurant firm several times over the past couple of months. The key factor on his mind when it comes to Texas Roadhouse, Inc. (NASDAQ:TXRH) and other restaurant firms is beef prices, as they surged to record highs in 2025 and dented the industry’s operations. In a recent tweet, the CNBC TV host shared a chart of beef prices and commented that a dream rally could follow in Texas Roadhouse, Inc. (NASDAQ:TXRH) and other stocks if beef prices were brought down:
“You get beef down and you will see a restaurant rally of your dreams! (TXRH!)”
11. Ralph Lauren Corporation (NYSE:RL)
Number of Hedge Fund Holdings: 58
Ralph Lauren Corporation (NYSE:RL) is a well-known American apparel firm known for its brands such as Polo and Purple Label. The shares are up by 27.5% over the past year but are down by 5.4% year-to-date. Jefferies cut the firm’s share price target to $410 from $425 and kept a Buy rating on the shares in February. The results came after Ralph Lauren Corporation (NYSE:RL) reported its earnings for the fiscal third quarter. However, UBS raised the share price target to $477 from $474 and kept a Buy rating. Cramer also discussed Ralph Lauren Corporation (NYSE:RL) following its earnings report:
“Patrice Louvet again doing a remarkable job. My theme here today is there are stocks that are down huge that shouldn’t be down. Ralph Lauren, we wanted the comps numbers at seven, they came in at nine. We were looking at a number frankly for revenues, just actually much stronger than revenues. Very positive outlook. China up 30%. There’s a lot of things to really love about what Patrice is doing. . .but, look David they have the strategy of going into the top 30 cities and taking a lot of share. 250 stores soon. This is one that you have to say, look, someone wants out, they haven’t really done the work. Patrice Louvet is really smart. This has happened several times that the stock has opened down big. You buy small here and then as it goes lower, perhaps down to 28-30, you pick up a little bit more in pyramid style. This is how you buy this thing. The people are without a doubt so scared David, that I just think you go after the great ones that reported great numbers.”
