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!!”
11. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings: 108
GE Vernova Inc. (NYSE:GEV) is an industrial machinery manufacturer that focuses on the needs of the power generation industry. Its shares are up by 118% over the past year and by 18% year-to-date. Baird was out with optimistic coverage about the firm in early February. It hiked GE Vernova Inc. (NYSE:GEV)’s share price target to $923 from $701 and bumped the rating to Outperform from Neutral. A key factor behind Baird’s optimism was the energy infrastructure cycle, as analysts pointed out that fears of overcapacity in the sector were unlikely to manifest in the short term. Guggenheim boosted GE Vernova Inc. (NYSE:GEV)’s rating to Buy from Neutral and set a $910 share price target in January. It outlined that the firm could exceed market expectations for cash generation and capital expansion. Cramer has been one of GE Vernova Inc. (NYSE:GEV)’s biggest proponents over the past year. He has frequently discussed the stock in relation to speculative nuclear plays and pointed out that the firm is the only one capable of delivering nuclear power plants on an aggressive timeline. In this appearance, he linked GE Vernova Inc. (NYSE:GEV) with the results of electrical equipment provider Vertiv and tweeted on the 11th:
“Those Vertiv orders were incredible..Great for Club Names Corning, Eaton, GEV. Still buyable!!”
10. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holdings: 102
Vertiv Holdings Co (NYSE:VRT) is an American digital infrastructure products provider. Its shares are up by 117% over the past year and by 33.6% year-to-date. Vertiv Holdings Co (NYSE:VRT)’s shares closed the session a whopping 24.5% higher after the firm reported its fourth quarter and full year 2025 earnings. The results saw the company post $1.3 billion in full-year net profit to mark a solid 169% growth. Vertiv Holdings Co (NYSE:VRT)’s revenue for the year clocked in at $10.2 billion, while its profit for the quarter came in at $446 million to mark a hefty growth over the year-ago figures of $147 million. Cramer regularly discussed Vertiv Holdings Co (NYSE:VRT) in 2025, and before the earnings, he termed the firm a “house of fire” and hinted that it could have a “monster” quarter. After the earnings report, RBC Capital discussed the shares. It raised Vertiv Holdings Co (NYSE:VRT)’s share price target to $266 from $200 and kept an Outperform rating on the stock and outlined that the backlog growth of 109% had played a role in the optimism. Cramer also discussed the firm’s orders in a tweet on February 11th:
“Those Vertiv orders were incredible..Great for Club Names Corning, Eaton, GEV. Still buyable!!”
9. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holdings: 119
Customer relationship software products provider Salesforce, Inc. (NYSE:CRM)’s shares are down by 41% over the past year and by 25% year-to-date. Early in February, Oppenheimer reiterated a Buy rating and a $300 share price target on the shares. Similarly, Stifel also kept a similar price target and rating. The latter explained that Salesforce, Inc. (NYSE:CRM)’s Agentforce platform was enabling the firm to compete in today’s aggressive AI era. Enterprise software firms like Salesforce have struggled in today’s AI age since their ability to retain a competitive advantage when it comes to providing software has become doubtful. According to The Fly, Piper Sandler cut Salesforce, Inc. (NYSE:CRM)’s share price target to $315 from $280 and kept an Outperform rating on the shares. Among the reasons that the financial firm shared for the shift were concerns about self-coding using AI and seat-compression. Salesforce, Inc. (NYSE:CRM)’s AI business has also been on Cramer’s mind as he has recently discussed the stock. In this appearance, he commented on the firm in the context of Anthropic’s impact on the industry:
“Now I think that ServiceNow, and I think that Salesforce are great companies. And I think that people just say, you know what, Anthropic is going to figure out what they do. But Anthropic doesn’t even. . .”
8. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holdings: 78
CVS Health Corporation (NYSE:CVS) is one of the largest pharmaceutical retailers in America. Its shares are up by 19.2% over the past year and are down by 2% year-to-date. In late January, Argus trimmed the firm’s share price target to $90 from $91 and kept a Buy rating on the shares. The financial firm pointed out that CVS Health Corporation (NYSE:CVS) would likely weather most of the impact from Medicare and Medicaid reimbursement rates remaining flat, particularly due to its diversified business model. In late January, Bank of America had cut CVS Health Corporation (NYSE:CVS)’s share price target to $95 from $100 and kept a Buy rating on the back of recent news in the Medicare and Medicaid sector. While analysts continue to discuss Medicare and Medicaid when it comes to CVS Health Corporation (NYSE:CVS), Cramer believes that developments in the pharmaceutical retail industry are beneficial for the firm:
“I think David Joiner is going to do well for CVS. Because, CVS is now the front of the store, it’s up against a decimated Wallgreens. A completely absent Rite Aid. And they’ve got a lot of great things in the back, and they’ve got, Aetna’s got a good plan. I bet you that’s the only one that comes out of this thing whole. Yeah, 11 times earnings, I like that. They report next week.”
7. Stellantis N.V. (NYSE:STLA)
Number of Hedge Fund Holdings: 32
Car manufacturing giant Stellantis N.V. (NYSE:STLA)’s shares are down by 44% over the past year and by 32% year-to-date. HSBC discussed the firm in mid-January. The bank increased the price target to EUR 10 from EUR 8.5 and kept a Hold rating on the shares. HSBC commented that Stellantis N.V. (NYSE:STLA) could benefit from predictability in the automotive sector in 2026. Morgan Stanley discussed the shares in early February. The bank reduced the rating to Equal Weight from Overweight and raised the share price target to EUR9.20 from EUR8.50. It explained that Stellantis N.V. (NYSE:STLA)’s investments, product pipelines, and other parameters could negatively affect the firm’s margins, balance sheet, and other financial indicators. The firm’s stock sank by a whopping 20% earlier this month after it announced that it would take a $26.5 billion electric vehicle business writedown. Cramer believes Stellantis N.V. (NYSE:STLA) has enough money to execute:
“Oh man, well it could have been Ford. . .this thing was devastating. Look there are people who say that they don’t have enough money to do this, I think they do.”
6. General Motors Company (NYSE:GM)
Number of Hedge Fund Holdings: 71
Car manufacturer General Motors Company (NYSE:GM)’s shares are up by 67% over the past year and are flat year-to-date. Cramer discussed the firm after European car manufacturer Stellantis announced a $26.5 billion electric vehicle writedown. He indicated his preference to change the narrative and remarked that General Motors Company (NYSE:GM) CEO Mary Barra had anticipated the event. As per The Fly, DZ Bank discussed the firm’s shares in late January. It bumped the rating from Hold to Buy and set a $98 share price target. In February, Benchmark raised General Motors Company (NYSE:GM)’s share price target to $90 from $65 and kept a Buy rating on the shares. The financial firm commented that the car manufacturer has managed to buffer from electric vehicle losses and had ended 2025 after executing superior price management and tariff navigation. In this context, Cramer’s brief comments about General Motors Company (NYSE:GM) are unsurprising:
“Well I’m going to say, how about we change the narrative here? How about how Mary Barra saw it and nailed really nailed it? Isn’t that the story instead of these guys? Hey, did you see Mary Barra? She anticipated this.”
5. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holdings: 107
Media and entertainment giant The Walt Disney Company (NYSE:DIS)’s shares are down by 4.5% over the past year and by 5.7% year-to-date. Several analysts discussed the firm in January. For instance, Citi cut The Walt Disney Company (NYSE:DIS)’s share price target to $140 from $145 and kept a Buy rating on the shares as it commented that while the firm could face some headwinds from its decision to buy FuboTV, investors would also focus on ESPN. The Walt Disney Company (NYSE:DIS)’s shares dipped in February after the firm reported its fiscal first-quarter earnings. The results saw the firm’s $26 billion in revenue beat analyst estimates of $25.7 billion as it also announced that CEO Bob Iger would step down from his role. Cramer discussed the impact of politics on The Walt Disney Company (NYSE:DIS)’s business:
“Yeah that Disney quarter, we didn’t talk enough about how, to separate the foreigners, I mean yes, Canada’s down. Canada and the weaker dollar. But it just seems like there are a lot of people that don’t want to come here because of the politics, but I know that the, they have data, and the data says that we’re unpopular overseas. I mean yeah no kidding in some ways, but I didn’t think it would impact Disney this way. I think people like, when you go to Magic Kingdom, it’s not like you’re going to MAGA. It’s Magic, not MAGA.”
4. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holdings: 120
Consumer electronics giant Apple Inc. (NASDAQ:AAPL) remains one of Jim Cramer’s favorite stocks. The CNBC TV host continues to stick with his long-held belief of owning the shares instead of trading them. Apple Inc. (NASDAQ:AAPL)’s stock is up by 4.5% over the past year and is down by 5.6% year-to-date. Evercore ISI kept an Outperform rating and a $330 share price target on the firm in February. The firm’s coverage focused on Apple Inc. (NASDAQ:AAPL)’s Apple Intelligence AI platform. It pointed out that the March launch of the highly coveted feature could face a delay given internal testing problems. Goldman Sachs kept a Buy rating and a $330 share price in February. It outlined Apple Inc. (NASDAQ:AAPL)’s App Store spending accelerated to 7% year-over-year in January over the 6% figures for December. In his remarks about the firm following its earnings, Cramer commented that the technology company had managed to save billions of dollars in AI investment by partnering up with Google. In this appearance, he elaborated his opinion:
“But you notice Apple, Apple turned out to be the greatest free rider in history.”
3. Advanced Micro Devices Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings: 115
Advanced Micro Devices Inc. (NASDAQ:AMD) designs and sells chips used for gaming, personal computing, AI, and other applications. Its shares are up by 83% over the past year but down by 7% year-to-date. Goldman Sachs discussed the shares in February. The bank kept a Neutral rating and a $210 share price target on Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares. Goldman discussed the firm’s latest earnings report and noted that while revenue and guidance were strong, the chip designer’s operating expenses were worrisome. Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares had dipped by a stunning 17% following the firm’s fourth quarter earnings report. UBS lowered the share price target in February to $310 from $330. It kept a Buy rating on the stock and added that the future for the firm was uncertain, given its $1 billion gaming cut. Cramer discussed Advanced Micro Devices Inc. (NASDAQ:AMD)’s share price performance following the earnings:
“Well AMD was down way too much. I spoke to Lisa, it was not that bad, I think that she was very under promised so she could over deliver at the end of the year. But she felt she gave a good acquittal of herself.”
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 234
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 31% over the past year and down by 3% year-to-date. UBS raised the firm’s share price target to $245 from $235 and kept a Buy rating. The bank noted “middling” stock performance and added that NVIDIA Corporation (NASDAQ:NVDA) was heading into a favorable fiscal fourth quarter earnings setup, given bullish supply chain signals and management frustration. Goldman Sachs outlined a $250 share price target and a Buy rating on the stock in February. The bank commented that NVIDIA Corporation (NASDAQ:NVDA)’s fiscal fourth quarter earnings could see the firm deliver a $2 billion revenue beat. Cramer has ardently stuck with the shares despite the sluggishness, and he continued to defend the firm in this appearance:
“Okay so I think NVIDIA would say, they’re gonna have so much business that we aren’t cutting everybody back, yes. But the fact is, is that everyone [inaudible] says listen we can’t away from NVIDIA. Because it just has too much training, fantastic for training. . .Look, Jensen Huang invented the category. He’s so far ahead of everybody else, the new Vera Rubin is going to be great, the software stack on top is terrific. . .Jensen’s the king, nobody’s unseating the king.”
1. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings: 183
Broadcom Inc. (NASDAQ:AVGO) designs and sells chips that are used in applications such as data centers and telecommunications networks. Jefferies kept a Buy rating and a $500 share price target on the shares in February. The bank noted that Broadcom Inc. (NASDAQ:AVGO) stands to benefit from its presence in the AI space and added that it was ahead of MediaTek for some chips. Cramer has discussed the firm several times over the past few months. He has repeatedly praised Broadcom Inc. (NASDAQ:AVGO)’s CEO Hock Tan and called him one of the top executives in the industry. UBS kept a $475 share price target and a Buy rating on the stock in February. It pointed out that Broadcom Inc. (NASDAQ:AVGO) could benefit from the growth in demand from tensor processing units (TPUs) that are shaping up to become an alternative to AI GPUs. Cramer remarked that the stock should be up more:
“Okay so I think NVIDIA would say, they’re gonna have so much business that we aren’t cutting everybody back, yes. But the fact is, is that everyone [inaudible] says listen we can’t away from NVIDIA. Because it just has too much training, fantastic for training. But Broadcom I thought would have been up more. That’s a real winner. Look, Jensen Huang invented the category. He’s so far ahead of everybody else, the new Vera Rubin is going to be great, the software stack on top is terrific. . .Jensen’s the king, nobody’s unseating the king.”
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