20 Stocks on Jim Cramer’s Game Plan, Including Tesla and Vertiv

In this article, we will look at stocks on Jim Cramer’s recent Mad Money game plan. On Friday, the host of Mad Money laid out what he will be watching in the coming week and pointed to a packed week of corporate earnings that investors will need to track closely.

If you didn’t believe we could have still one more week where we’d rally 3%, you would be right because we actually rallied 4% this week, thanks to today’s gigantic moves, as peace seems to be breaking out in the Middle East. With the Strait of Hormuz opening for business, the market roared… I gotta tell you, I’ve been around forever, and this has been one of the most remarkable rallies I’ve ever seen. It makes the post-Liberation rally that we had last year look like a gentle bump upwards.

READ ALSO: Jim Cramer’s 11 Stocks Review: HOOD, WFC, and Market Rotation and What You Missed on Mad Money: 17 Stocks Reviewed by Jim Cramer.

Cramer emphasized how unusual the past three weeks have been, and explained that markets typically rise ahead of positive developments but often pull back once that good news becomes official. He said that this time, the opposite has played out, with stocks continuing to climb regardless of headlines. He pointed out that the gains have not been limited to technology shares, and noted that banks, retailers, and homebuilders have all participated. He also highlighted a pattern in which stocks advanced both before earnings announcements and after results were released.

Bottom line: Next week is one of the three weeks each quarter where you’d better stay… focused because the earnings flood is almost impossible to process. When we get through it, we’re one-third of the way through the hard part. Then get ready for week two and week three, as tough as they come.

Our Methodology

For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 17. We listed the stocks in the order that Cramer mentioned them.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

20 Stocks on Jim Cramer’s Game Plan, Including Tesla and Vertiv

20. The Procter & Gamble Company (NYSE:PG)

The Procter & Gamble Company (NYSE:PG) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said that it is “too soon for a turnaround” as he commented:

Finally, on Friday, we hear from Procter & Gamble’s new CEO, and I think the quarter’s going to be weak. The last couple of quarters were not so hot. It’s too soon for a turnaround, too soon. But I like the stock very much as a hedge on a slowdown. It’s as cheap as I’ve seen it in years, which is why we own it for the Trust.

The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze. During the episode aired on January 22, Cramer mentioned the company and said:

… I think most importantly, I liked this new Procter management, including the new CEO, Shailesh Jejurikar. And I gotta tell you, I was blown away by some of the things that he said about what happened in this very quarter and his full investment in the business… Look, it really helps that it, I think Procter’s pulling away from its competitors while putting the company in a position to take market share so they can do even better when the industry bounces back… So let me give you the bottom line here: Even though Procter’s quarter was not so hot, this was a stock that most people on Wall Street had given up on. So even mediocre results were enough to send the stock flying today. And look, when a stock rallies on a seemingly disappointing quarter, it’s a textbook tell that it’s got a lot more room to run. I’m glad we bought this one ahead for the Charitable Trust…

We picked the stock of Procter & Gamble for the trust because it has a long history of innovation, improvement, and execution. We knew it had a solid dividend, one of the best dividends in the entire market, serves as a trampoline if the stock goes low enough. Before the quarter’s release, Procter had been adamant that they were going to miss the numbers. It was very well telegraphed. The disappointment occurred beforehand… So when we saw the numbers today, it didn’t matter. Best of all, Procter has a new CEO. This would be his inaugural quarter, so he didn’t own the previous CEO’s mistakes.

19. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s recent Mad Money game plan. While Cramer noted that the “execution here is incredible,” he said the market reacted poorly when the company last reported.

Perhaps the most important quarter of the week comes Thursday evening when we get results from Intel. Now, the one-time semi-king is embarking on one of the most successful turnarounds in the history of any industry I’ve ever seen. CEO Lip-Bu Tan has done a remarkable job capturing both CPU business and high-end semi packaging. The execution here is incredible, but last time it reported, the Street greeted it poorly. I wouldn’t put it past the market to do the same thing again. Don’t buy it until you see the quarter, okay, and then you can pick some up.

Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Discussing the stocks leading the market higher on April 1, Cramer said:

The second group of stocks leading us higher are the fiber optic plays that help transport data within the data center. Now, we’re talking about Lumentum, and Coherent, and Ciena; they’re all part of the data center plumbing. NVIDIA has put $2 billion each into Lumentum and Coherent, cementing the relationships. Good investments. Again, not a lot of companies in the fiber networking connect business. Semiconductors and companies related to them are always on the biggest gainers’ list.

This time, it’s Intel that’s leading because the company’s buying back part of an Irish facility it sold to private equity when it really needed money. So, see, it’s a sign of strength that they’re buying it back. Intel’s balance sheet after teetering for so long is now rock solid. Then, Teradyne squeezed in the top gainers’ list. That’s all about semiconductor test and measurement equipment. Again, narrow, narrow, narrow.

18. Lockheed Martin Corporation (NYSE:LMT)

Lockheed Martin Corporation (NYSE:LMT) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer stated that the company’s upcoming quarter “could be a blockbuster.”

Lockheed Martin’s quarter could be a blockbuster. CEO Jim Taiclet’s done a terrific job handling all the orders from the government. But there are plenty more to come. It’s a buy here, even if there is no more war.

Lockheed Martin Corporation (NYSE:LMT) designs and maintains aircraft, missile systems, and helicopters for government and military use. The company also produces satellites, naval vessels, and cybersecurity tools. On April 10, while discussing the increasing demand for missile systems, Cramer said:

First, we want anything and everything related to exposure to missiles. From the war in Ukraine to the perpetual defense of Israel, the latest war in Iran, the common thread has been that we never have enough missiles. There’s an asymmetry here because we’re using million-dollar missiles to shoot down drones that might cost tens of thousands of dollars or less. That’s a long-term problem for our military.

But in the meantime, we desperately need to make more of these interceptors to keep our troops and our allies safe. That’s why I like Lockheed Martin, which is behind some of the… really some of the great defensive missile programs like the Terminal High Altitude Area Defense. You might have seen that as… THAAD. That’s the system we’ve used in the Middle East and also the Aegis BMD system for ballistic missile defense. Lockheed does a ton of business selling missile systems to everyone, as well as selling previous-generation fighter jets to allies.

17. American Airlines Group Inc. (NASDAQ:AAL)

American Airlines Group Inc. (NASDAQ:AAL) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said the reason behind the stock being “so low” is that “it’s been a disappointment.”

Does American Airlines want to sell? We’ll find out when it reports. Now, it’s been a disappointment, which is why the stock’s so low to begin with. I don’t think they’ll want to sell. But the chatter about United’s pursuit just won’t stop.

American Airlines Group Inc. (NASDAQ:AAL) is a major network air carrier offering scheduled air transportation services. On April 15, UBS increased its price target on AAL shares to $16 from $14 and maintained a Buy rating. In a research note, the firm said that heading into the first-quarter report, investor focus is expected to be on demand trends and the outlook for second-quarter revenue, including revenue per available seat mile. The analyst also noted that recent merger developments are likely to lead to questions for airline management teams about perspectives on potential consolidation across the industry.

16. American Express Company (NYSE:AXP)

American Express Company (NYSE:AXP) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Ahead of the upcoming earnings report, Cramer mentioned the company and said:

American Express reports, too. And I want to tell you that this one almost always seems to retreat when we see the numbers and then runs a couple of days later. So what do you do? Okay, you wait till the end of the day or maybe the next morning to buy American Express, and that way you’ll avoid what I consider to be just this endless knee-jerk selling on their numbers that are usually actually pretty good anyway.

American Express Company (NYSE:AXP) provides credit and charge cards, payment processing, banking, and travel-related services. The company also offers merchant solutions and expense management tools. On April 8, Cramer discussed that “ exposure to an affluent consumer” can be gained by investing in the stock, as he said:

American Express, its customer base skews wealthier, and demand for premium products can stay strong even if the rest of the economy slows down. You know exactly what you’re going to get with American Express, although it does have again a much higher PE multiple…  If you want more exposure to an affluent consumer, you go with American Express.

15. Blackstone Inc. (NYSE:BX)

Blackstone Inc. (NYSE:BX) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said the fear was unfounded and that the fund’s assets are not problematic.

I want to hear from Blackstone because it has a private credit fund that got hit by big redemptions. I want to hear more about how that fund’s doing since employees bought shares in it. How are they doing? They should be pretty joyous. The answer’s going to be pretty… good because there weren’t a lot of issues with the assets in the fund to begin with. It was just all a scare. Glad I didn’t play a role in that.

Blackstone Inc. (NYSE:BX) manages alternative assets, specializing in private equity, real estate, hedge fund solutions, and credit strategies. ClearBridge Investments stated the following regarding Blackstone Inc. (NYSE:BX) in its Q1 2026 investor letter:

In a choppy first quarter, we took advantage of market volatility to reduce some positions on strength and add others on weakness, upgrading our holdings and further diversifying the portfolio. We bought four “new” holdings in the quarter. Two of the four — Blackstone Inc. (NYSE:BX) and Otis — we have owned before. While we sometimes sell great businesses because the valuations are extended or fundamentals deteriorate substantially, we never stop following great companies. Blackstone and Otis both sold off in the quarter, and we took advantage of those declines to welcome these old friends back into the portfolio.

Alongside our purchase of Blackstone, we significantly increased our exposure to Apollo Global Management, as concerns around private credit markets improved risk-reward profiles for both. While losses in credit will inevitably rise from current low levels, both companies are well-positioned to navigate the cycle. Their long-duration capital enables them to weather the ups and downs, while their copious dry powder positions them to play offense. Alternative asset management remains a growth industry, and we believe we are acquiring these two best-in-class franchises at attractive prices.

14. Honeywell International Inc. (NASDAQ:HON)

Honeywell International Inc. (NASDAQ:HON) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer noted that while he expects “good numbers” from the company, such numbers do not seem to matter, as he commented:

Thursday’s got some big ones. First, there’s Investing Club holding Honeywell. I think this will be a straight-out report on the industrial automation and aerospace businesses. Honeywell will be splitting in two later this year. We should see good numbers, but annoyingly, it hasn’t mattered. And do you know that this stock is typically sold off when it reports? So maybe you sell some this day so you don’t get hurt this day. It’s okay.

Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability. Cramer mentioned the company as one of the quantum-related stocks worth owning during the episode aired on April 16, as he said:

How about the quantum stocks? I believe that one day, quantum computing will be very important, but today is not that day. Right now, the publicly traded companies are just science projects. They all talk a big game. But again, the only viable quantum businesses belong to Google, IBM, and Honeywell… Honeywell’s spinning off its quantum business, known as Quantinuum, later this year. It owns 54% of it… but it’s still, it’s a very valuable asset.

13. Lam Research Corporation (NASDAQ:LRCX)

Lam Research Corporation (NASDAQ:LRCX) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said that Wednesday’s “strongest quarter” could be from the company, as he said:

Perhaps the strongest quarter of the day will be from Lam Research, which builds the machines, semiconductor capital equipment that are needed for memory chip makers. Could be explosive. We want to listen to that. By the way, if too many machines were bought, it might spell some, a bit of a downturn for Seagate, Western Digital, or maybe Sandisk.

Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. When a caller asked about the stock during March 20’s episode, Cramer said:

Oh yeah, yeah, yeah, yeah. I agree. Lam is the winner of what happened in Micron. People didn’t seem to notice. You buy, if you had to buy 100 shares, you buy 50 on Monday, okay? And then you wait, down 10%, and you buy another 50. You’ve got a winner in Lam Research.

12. International Business Machines Corporation (NYSE:IBM)

International Business Machines Corporation (NYSE:IBM) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Whilst noting how poorly received the last quarter from the company was, Cramer commented:

IBM got blasted last quarter. I didn’t think it was such a bad quarter, and no particular reason to go down. It seemed odd given how solid I thought the quarter was. I think Big Blue will reverse that move with a strong quarter, including lots of information, I hope, about its quantum computing efforts. They’re real. You like quantum? IBM.

International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products. Cramer made a similar comment during the episode aired on April 16, as he remarked:

How about the quantum stocks? I believe that one day, quantum computing will be very important, but today is not that day. Right now, the publicly traded companies are just science projects. They all talk a big game. But again, the only viable quantum businesses belong to Google, IBM, and Honeywell. I own Google for the Charitable Trust. I also think IBM’s a terrific buy here.

11. ServiceNow, Inc. (NYSE:NOW)

ServiceNow, Inc. (NYSE:NOW) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer mentioned that he is ready to stick his “neck out” for the company and said:

Alright, there’s been a ton of selling by shareholders in ServiceNow. Many former shareholders were worried that it’s now, it’s just too… [easy] for Anthropic to disrupt. Now, when you hear that, that’s the kiss of death, you can’t seem to return it. I think we’ll get a very solid number this time from Bill McDermott. The issue is, will it matter? I think good news will move the stock higher and not be ignored like it’s been for the past few quarters. But I’m sticking my neck out because that’s not been the case.

ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products. Cramer discussed why Wall Street has been “merciless” on stocks like NOW, as he said:

ServiceNow’s finally in the black for the day. It’s got an expanded buyback, and the CEO bought a ton of stock at a much higher price. It’s been a chronic underperformer; it’s still down 42% for the year. It can go higher… Both ServiceNow and Salesforce have some businesses that should be disruptable and others that aren’t. If you have any division, though, that is disruptable right now, Wall Street is merciless to your stock.

10. Tesla, Inc. (NASDAQ:TSLA)

Tesla, Inc. (NASDAQ:TSLA) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer emphasized that investors do not wish to hear any more about “autos” from the company, and explained:

After the close, we get Tesla. Nobody wants to hear anymore about autos. They, we want to hear about self-driving cars. We want robots. We need information about the SpaceX IPO, different company, but you never know because it is Elon Musk. We want anything but cars. It’s so strange to be so tech-centered. But we aren’t interested in pigeonholing Tesla anymore as an auto company when there’s so many big things that it’s working on, huge things, next-generation things, artificial intelligence things.

Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. On April 6, Cramer mentioned the company and said:

Are shareholders finally reacting to Tesla’s deteriorating fundamentals, or is something else going on? You know what? I think it’s both. First, let’s talk about the fundamentals. The consensus estimate for Tesla for 2026 and 2027 indicate that the analysts and investors do in fact, expect sales and earnings to start growing again both this year and next year… Really, I think the issue here is that Tesla needs to show some more progress for what Musk considers the future of the company, which is Robotaxis. There’s only so long that the stock can trade on hopes about the future before we fall back to car sales… We also need to see some sign that humanoid robots are really on track to hit the market by the end of next year, as Musk just predicted…

Without more progress on Robotaxis and robots, all we’re left with is this deteriorating auto business, and it’s really starting getting people to think, is this a dangerous stock? It’s starting to hit harder because Elon Musk’s SpaceX intends to come public in the not too distant future, maybe this year. I suspect that Musk fans might be inclined to swap out of Tesla and swap into SpaceX once they have the opportunity…. So here’s the bottom line in a pretty chilling piece here: Tesla’s underwhelming production and deliveries results last week will serve as a good reminder that the core auto business is not doing all that well. In fact, it hasn’t been doing well for a couple of years now. So far, that hasn’t really mattered to the stock as investors have been able to look past the current weakness and focus on Elon Musk’s vision for the future. But that only works because Tesla’s got scarcity value as the only publicly traded way to bet on Musk’s brilliance. With the SpaceX IPO on the way, Tesla’s about to lose that scarcity value, and when that happens, I expect the stock to keep drifting lower until they either make more progress in Robotaxis or the core business finally turns around.

9. Vertiv Holdings Co (NYSE:VRT)

Vertiv Holdings Co (NYSE:VRT) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said that the stock’s elevated levels make him want to be “careful,” and went on to say:

Next up, Vertiv’s had a huge run. The company just, it provides the non-semiconductor innards, a lot of air cooling. It’s reported some excellent quarters of late and roared higher on each one. But I don’t think I’ve ever seen the stock up almost 90% just for this year before it reported. That makes me want to be careful, okay? And I like the company very much.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently.

8. GE Vernova Inc. (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer noted that he hopes the company raises prices, as he commented:

Wednesday is pure dynamite. The Charitable Trust… owns the stock of Boeing and GE Vernova, and both could be huge movers… GE Vernova builds turbine engines that have been in high demand for data centers. It’s entirely sold out in the near term. So you’d be buying it on the promise of firm orders in the out-years, and I think you’re going to get them. I hope they talk about the nuclear program, and I hope… they raise the price.

GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. When a caller asked about the stock during the episode aired on March 19, Cramer said:

GE Vernova is what I call an up stock. It’s got a, it’s just got the best book of business, which is almost every data center because they need gas turbines.

7. The Boeing Company (NYSE:BA)

The Boeing Company (NYSE:BA) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer noted that it could be a huge mover and said:

Wednesday is pure dynamite. The Charitable Trust… owns the stock of Boeing and GE Vernova, and both could be huge movers. Boeing’s stock was met with a storm of selling in the last few weeks because investors feared a long war and lower orders. I think that’ll be talked about on the call, and it’ll be positive this time, not negative.

The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. On April 1, when a caller asked if they should add to their position in the stock, Cramer remarked:

Yes, I think Boeing is going to be… one of the big stocks of 2026. I think it can run. I was talking about it with Jeff Marks yesterday, of course, my colleague on the Charitable Trust, that we, I just felt when it was up six, I couldn’t pull the trigger. But this thing is going up much higher. It’s refreshed and ready.

6. United Airlines Holdings, Inc. (NASDAQ:UAL)

United Airlines Holdings, Inc. (NASDAQ:UAL) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer mentioned the company during the episode, as he said:

After the close, United Airlines reports. We’re going to find out how serious they are about acquiring a rival. I bet the Trump White House will actually okay it, even as the Bush and Obama guys allowed way too many airline mergers, causing ticket prices to soar.

United Airlines Holdings, Inc. (NASDAQ:UAL) provides passenger and cargo air transportation through its mainline and regional fleets. In addition, it offers ground handling, flight training, loyalty program, and maintenance services. Laying out his game plan on January 16, Cramer said:

Next, I’m a big believer in the travel theme. From the end of COVID until today, I think it has never left us. Remember, what I always say: we are long on money and short on time, which is why I would buy United Airlines ahead of the quarter, along with Delta, American Express, Booking Holdings, and Marriott. Those are what I’m going to be… talking [aboout] next week, and we call it the big five travel. They tend to trade all together, and they are all terrific.

Click to continue reading and see 5 Stocks on Jim Cramer’s Game Plan, Including RTX and GE Aerospace.

Disclosure: None. Follow Insider Monkey on Google News.