14 Stocks on Jim Cramer’s Radar

9. Lumentum Holdings Inc. (NASDAQ:LITE)

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks on Jim Cramer’s radar. Noting that the stock has risen over the last six months, a club member asked whether they should sell a little or hold their position. In response, Cramer said:

Alright, so Lumentum, Jeff Marks, who is my colleague, he and I looked at this stock, and also Ben Stoto, who is a research director, and the stock’s like this. Okay, so we think that if we come in, we are going to get annihilated. So we did a hard pass on it, and I’m going to ask you to do a hard pass. A stock like Lumentum that is up in a straight line, it’s just too dangerous for me. I would be a seller, not a buyer.

Lumentum Holdings Inc. (NASDAQ:LITE) designs and sells optical and photonic products, including lasers and components, for cloud networking, data centers, and industrial applications. During the December 12, 2025, episode, a caller asked whether they should hold on to the company’s stock or sell it. The Mad Money host responded:

I think it’s had such a run. I just can’t put you, you know, I can’t say yes to that. Remember… JDSU meant Just Don’t Sell Us, and then it became just… well, whatever. But let’s just say don’t compare the two. This is a better company, but I don’t want you to be in it.