In this article, we will discuss: 5 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO. For more stocks, you can head to 9 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO.
5. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders: 113
Media and entertainment giant The Walt Disney Company (NYSE:DIS)’s shares are up by 15% over the past year and down by 13% year-to-date. Guggenheim discussed the firm on March 18th as it cut the share price target to $115 from $140 and kept a Buy rating on the stock. In its coverage, the financial firm discussed management transition and added that while the shares had struggled in the tenure of CEO Bob Iger, The Walt Disney Company (NYSE:DIS) had plenty of opportunities to rebuild investor confidence. Cramer also discussed the firm several times in 2025. He pointed towards The Walt Disney Company (NYSE:DIS)’s cruise ship business as an underappreciated asset and expressed faith in its streaming services. Earlier in the year, on February 3rd, Rosenblatt cut The Walt Disney Company (NYSE:DIS)’s share price target to $130 from $139 and kept a Buy rating. The financial firm attributed the shift to the firm’s management and its comments in the latest earnings call. In this appearance, Cramer continued to remain optimistic on The Walt Disney Company (NYSE:DIS):
“Yeah I thought that the Disney was like, take a rain check, but after the rain check it will be good. Disney is not an expensive stock anymore, it sells below 15 times. I feel it also trades with gasoline, so strange as that is.”
4. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders: 83
Travel and payments giant American Express Company (NYSE:AXP) remained one of Jim Cramer’s top stocks in 2025, as throughout the year, he praised the firm on its aspects, such as popularity among younger users. The shares are up by 28% over the past year and are down by 19% year-to-date. TD Cowen discussed American Express Company (NYSE:AXP)’s shares on March 31st as it cut the share price target to $330 from $375. Keeping a Buy rating on the stock, the financial firm pointed out that the impact of AI on the job market and global conflicts were contributing to economic uncertainty. Another factor that TD Cowen discussed in its coverage of American Express Company (NYSE:AXP) was the impact of high gas prices on consumer spending. In this appearance, Cramer also mentioned the stock’s performance in the context of fuel prices:
“I think that American Express was one of the worst performers. I think American Express down 17% seems pretty interesting to me. I’m willing to take a, I hate to say this, but a flyer, on some of these travel names, betting that they were too linked with gasoline. With gasoline, now breaching four dollar, but it can start coming down if the President says tonight, that the war’s going to end soon.”
3. Lumentum Holdings Inc. (NASDAQ:LITE)
Number of Hedge Fund Holders: 97
Lumentum Holdings Inc. (NASDAQ:LITE) is an optical and photonic products manufacturer. Its shares are up by more than 1,400% over the past year and by 114% year-to-date. BNP Paribas and Craig Hallum discussed the firm in March. The former raised the share price target to $1,040 from an earlier $625 and kept an Outperform rating, while the latter bumped it to $900 from $600 and kept a Buy rating. BNP Paribas discussed Lumentum Holdings Inc. (NASDAQ:LITE)’s EMP chipsets and commented that it had raised its estimates to account for the firm’s progress in the optical chip industry. Cramer mentioned the firm at the tail end of the show. He outlined the firm’s presence in the data center industry and mentioned NVIDIA’s investment. NVIDIA had announced that it would invest $4 billion in Lumentum Holdings Inc. (NASDAQ:LITE) on March 2nd, and the stock had closed 11.7% higher on that day. The CNBC TV host added that the optical products company was seeking to replace copper in the data center sector:
“There’s a company called Lumentum, it’s a very good company. It does fiber, it’s in the data center, and this is a company that was dramatically lower when, again, NVIDIA took a stake in it. It just shows you we’re back again to what’s strong in the data center. This company will be replacing copper. It’s a very important company. And the stake that NVIDIA gave them is a real vote of confidence and I just think that people have to realize, that when, Lumentum took off from March 30th, it was an amazing buy. . .there’s a lot of companies getting into data centers, and as long as you open a new data center you gotta start using Lumentum. And I think it’s important. . .and so these are the companies of the data center of tomorrow, and here they go again.”
2. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders: 85
Corning Incorporated (NYSE:GLW) is another data center stock that is one of Jim Cramer’s favorites in the sector. Throughout 2025, he praised the firm for its close relationship with Apple and its plans to replace copper with glass in data centers. Corning Incorporated (NYSE:GLW)’s shares are up by a strong 273% over the past year and by 63% year-to-date. Investment bank UBS discussed the firm on March 19th. It reiterated a Buy rating and kept a $171 share price target. The bank discussed Corning Incorporated (NYSE:GLW) after attending a fiber communications conference, following which it was left with the impression that the demand for optical technologies remained robust. The bank added that even though optical technologies were seeing interest, the demand for copper nevertheless remained strong as well. In this appearance, Cramer revealed that his charitable trust owned Corning Incorporated (NYSE:GLW) and added that it was a firm poised to benefit in the future:
“. . .I just think that people have to realize, that when, Lumentum took off from March 30th, it was an amazing buy. It shows you again like. . .there’s a lot of companies getting into data centers, and as long as you open a new data center you gotta start using Lumentum. And I think it’s important. My charitable trust owns Corning, I think that’s also a great play. . .and so these are the companies of the data center of tomorrow, and here they go again.”
1. Nebius Group N.V. (NASDAQ:NBIS)
Number of Hedge Fund Holders: 54
Nebius Group N.V. (NASDAQ:NBIS) is a data center infrastructure company. Its shares are up by 416% and by 20% year-to-date. DA Davidson discussed the firm on March 17th. It raised Nebius Group N.V. (NASDAQ:NBIS)’s share price target to $200 from $150 and kept a Buy rating on the shares. DA Davidson remarked that the firm’s latest deal with Meta, which was worth $27 billion, made it a major player in the cloud computing industry. The coverage came after BWS Financial had discussed Nebius Group N.V. (NASDAQ:NBIS) on March 16th. It raised the share price target to $200 from $130 and maintained a Buy rating on the stock. According to BWS, the deal with Meta can allow Nebius Group N.V. (NASDAQ:NBIS) to continue growing well into 2027. The shares had closed 14.9% higher on March 16th after the firm had announced the deal. Cramer also mentioned the deal, as he commented that Nebius Group N.V. (NASDAQ:NBIS) was part of a data center group made up of the firms of tomorrow:
“. . .I just think that people have to realize, that when, Lumentum took off from March 30th, it was an amazing buy. It shows you again like you gotta stay close to Nebius, they did a big deal. . .there’s a lot of companies getting into data centers, and as long as you open a new data center you gotta start using Lumentum. And I think it’s important. . .and so these are the companies of the data center of tomorrow, and here they go again.”
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