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 the enterprise software market and IPOs. He discussed private equity enterprise software firm Thoma Bravo and added that the current climate made public listings of enterprise software firms quite difficult:
“Look, I was making a little joke about Bravo, but Thoma Bravo . . .these companies have a huge [inaudible]. And I think that what matters is not so much what Mark said. I get that. But that their growth depends on them being able to bring these public again. And I think that the appetite for enterprise software is kind of, I’d say, well, it depends. . .but I do think that we should be thinking, why would you want to be in a company that can’t grow by doing IPOs?”
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 6th 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).
13. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings: 75
Corning Incorporated (NYSE:GLW) is one of the largest electrical components and glass manufacturers in the world. Its shares are up by 154% over the past year and by 47% year-to-date. UBS discussed Corning Incorporated (NYSE:GLW) in late January. The bank raised the share price target to $125 from $109 and kept a Buy rating on the stock. It outlined that Corning Incorporated (NYSE:GLW)’s management had indicated that the firm could secure additional deals for its optical business. During its fourth quarter, the glass products manufacturer had reported $4.41 billion in revenue and $0.72 in earnings per share, with management commenting that Corning Incorporated (NYSE:GLW)’s multi-year deal with Meta would be worth as much as $6 billion in revenue. As for Cramer, the CNBC TV host has asserted several times recently that the firm can end up replacing copper with glass inside data centers. In a tweet about Corning Incorporated (NYSE:GLW) on February 11th, he tied the firm’s performance with data center equipment provider Vertiv’s recent results:
“Those Vertiv orders were incredible..Great for Club Names Corning, Eaton, GEV. Still buyable!!”
12. Eaton Corporation (NYSE:ETN)
Number of Hedge Fund Holdings: 72
Eaton Corporation (NYSE:ETN) is a power management products provider. The shares are up by 25.9% over the past year and by 18.9% year-to-date. RBC Capital commented on the firm in early February. It raised the share price target to $407 from $399 and kept an Outperform rating. The bank outlined that Eaton Corporation (NYSE:ETN) had posted strong fourth quarter earnings and added that the firm’s backlog suggested that it could even stronger results in 2026. Along with RBC, Morgan Stanley also raised the share price target. It bumped the target to $425 from $405 and kept an Overweight rating on the stock. Morgan Stanley outlined that Eaton Corporation (NYSE:ETN)’s fourth-quarter orders had exceeded expectations and pointed towards the potential of sustained growth over the coming years. Cramer linked Eaton Corporation (NYSE:ETN)’s shares with the performance of electrical equipment provider Vertiv. In a tweet on February 11th, the CNBC TV host remarked that the shares were still worth a buy:
“Those Vertiv orders were incredible..Great for Club Names Corning, Eaton, GEV. Still buyable!!”
Hedge Fund Resource Center