15 Stocks on Jim Cramer’s Radar

13. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holdings: 273

Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are flat over the past year, while year-to-date they are down by 4.6%. The stock has struggled since the firm’s fiscal third-quarter earnings report in October 2025. According to media reports, the key concern that rose in the earnings call was Meta Platforms, Inc. (NASDAQ:META)’s announcement that it would have to accelerate capital expenditure in order to maintain its participation in the AI infrastructure development race. While the shares fell, Cramer defended the firm as he pointed out that the company had to spend in order to defend its social media moat against OpenAI. Even though Meta Platforms, Inc. (NASDAQ:META)’s shares recently closed around the $620 mark, Bank of America kept a Buy rating and a $810 share price target for the company. The coverage came after the technology company entered into agreements with nuclear power companies. Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s ill-fated earnings and data center spending:

“Then I wanna take numbers up Meta because they are the ones that are committed to spending the most, I might take numbers up Microsoft. . .

“This man [CEO] killed his, in the conference call, he literally killed his stock by saying listen we’re not spending enough. We have to spend more. You can take a look exactly when it happened, the stock dropped. . .when he talked about the spending more, 755, down very quickly to 580, it’s back to where, it’s almost back to where it was. You can’t spend what they want to spend and still deliver better earnings than we think. It’s important.”