In this piece, we will look at the stocks that Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the NASDAQ’s proposal for fast entry IPO rules to its index. These rules would see newly listed firms with a market capitalization ranking among the index’s top 40 members be eligible for entry after 15 sessions. The CNBC host discussed the proposal in the context of sentiment at the SEC:
“I think the SEC would love that. I think the SEC is adopting kind of a caveat emptor attitude. Now, is that wrong? Well I don’t know. . .But there’s a big belief, the SEC says listen, everyone should be able to have every right to be in private equity, private credit, David, which I know you’re concerned with. And of course, maybe we should make the deals easier so companies can raise money faster, rather than have a Series D round that goes to the big shots. David, this is what’s called democracy.”
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 4th. 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).
17. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) had an edge in using artificial intelligence and machine learning for threat detection and added that the firm also enjoyed a key position in critical industry sectors. HSBC’s coverage came after Macquarie had discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in late January. It reiterated a Neutral rating and a $485 share price target. The bank outlined that the software company enjoyed a key position in important industries such as endpoint platforms and identity protection. Cramer has been quite optimistic about the cybersecurity sector over the past couple of months and he maintained the tone in this appearance as well:
“Yeah now the IGV was really the culprit. I think a lot of the stocks are in the IGV, including two of the top ten are cybersecurity companies, [inaudible] here Crowdstrike one of the highest, is a great partner of Anthropic. So the idea that Anthropic is somehow gonna drill George Kurtz’s company, is entirely unlikely. They’re buddies. So the stock is down today, I’m just gonna call that plain and simple wrong, and an opportunity. How much can they disable Microsoft? Not clear, I don’t think much at all, I think that one could bounce.”
16. Thomson Reuters Corporation (NASDAQ:TRI)
Number of Hedge Fund Holdings: 32
Thomson Reuters Corporation (NASDAQ:TRI) is a legal, professional services, and news media company. The shares are down by 49% over the past year and by 31% year-to-date. RBC Capital upgraded the shares to Outperform from Sector Perform and kept a $126 share price target on February 10th. The upgrade came after the selloff Cramer discussed in this appearance. According to RBC, the dip in Thomson Reuters Corporation (NASDAQ:TRI)’s shares could benefit from a positive setup following the dip. It added that the impact of agentic AI on the services industry could also create additional growth opportunities. However, RBC cautioned that Thomson Reuters Corporation (NASDAQ:TRI) also faced risks from AI. In mid-January, CIBC had maintained an Outperform rating on the shares and lowered the share price target to $198 from $183. After the shares fell, Cramer briefly commented on the stock and remarked that the shares being down made sense to him:
“The two that were really hit. One Thomson Reuters and that made sense because it says that, listen you don’t have to go to outside counsel, you can stay inside. I like that very much”
Hedge Fund Resource Center