In this article, we will discuss: 5 Stocks Jim Cramer Talked About & Warned About A Weak Market. For more stocks, you can head to 10 Stocks Jim Cramer Talked About & Warned About A Weak Market.
5. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders:
Beverage giant Starbucks Corporation (NASDAQ:SBUX)’s turnaround is a frequent feature on Jim Cramer’s radar. For more than a year, the CNBC TV host continued to defend the firm and its CEO Brian Niccol. Starbucks Corporation (NASDAQ:SBUX)’s shares are up by 2.3% over the past year and by 7.6% year-to-date. Guggenheim discussed the shares on March 5th as it raised the share price target to $95 from $90 and kept a Neutral rating on the shares. As part of the coverage, the financial firm reduced Starbucks Corporation (NASDAQ:SBUX)’s earnings projections for fiscal years 2026, 2027, and 2028. Yet, at the same time, it also increased its same-store sales growth estimate for the second quarter to 4.8%. Cramer discussed Starbucks Corporation (NASDAQ:SBUX)’s shares in detail in January as he revealed that it was a significant position in his charitable trust. He added that Niccol’s strategy had seen the firm improve its customer service standards and improve employee rosters, among other changes. In this appearance, he remarked that Starbucks Corporation (NASDAQ:SBUX)’s turnaround was doing well when compared to Nike’s:
“Brian has a plan. He has an algorithm, so to speak. He’s closing bad stores and he’s moving the company much more towards the Midwest where they don’t have enough.”
4. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders:
Pharma giant Eli Lilly and Company (NYSE:LLY) is one of Jim Cramer’s favorite stocks in the sector. Its shares are up by 18.6% over the past year and down by 13.4% year-to-date. However, over the past five days, Eli Lilly and Company (NYSE:LLY)’s stock is up by 4.6%. It closed 7.6% higher between March 30th and April 1st. On March 31st, the firm announced that it would acquire sleep disorder treatment maker Centessa for a $7.8 billion price tag. Estimates from analysts suggested that Centessa’s drugs could represent a market that is as large as $20 billion. On April 1st, the Food and Drug Administration (FDA) approved Eli Lilly and Company (NYSE:LLY)’s GLP-1 weight loss pill called Foundayo. Cramer commented on the acquisition:
“You know, one of the things that your eyes glaze over in these deals, that are under ten billion. They bought Centessa for 7.8 billion and I just said, oh it was just a sleep disorder thing. No, it’s a peptide, that impacts brain for many, many different ways. Not just for sleep. And a lot of people really liked it, David, because one of the things that Lilly is doing, they’re taking on really hard issues, taking on really hard brain issues, which have historically been, kind of, difficult. Companies don’t like to do it, because many have failed. This is a relatively, looks like sleep, looks like wakefulness and narcolepsy. It could be far more than that. And I think, once again, Lilly, with this peptide buy, is saying, we’re not afraid, we’re willing to lose money, we’ll go big, maybe go home. But David, the tie up with Lilly and NVIDIA is very close. . . .it’s a way to speed up, it’s drug discovery. So maybe you run this peptide through, the giant database, that maybe would normally take, maybe a year, to go through, and you could do it in a couple of days. And I think we just have to watch when a forward thinking company like Lilly, with David Ricks at the helm, he’s taking the cash and saying, you know what, I’m going after Parkinson’s, I’m going after ADHD.”
Janus Henderson Forty Fund discussed Eli Lilly and Company (NYSE:LLY) in its fourth quarter 2025 investor letter:
“Relative performance benefited from several healthcare holdings, notably Eli Lilly and Company (NYSE:LLY). The global pharmaceuticals company reported strong third-quarter results, fueled by accelerating sales growth for its blockbuster glucagon-like peptide-1 (GLP-1) weight loss products, Mounjaro and Zepbound. The company has several pipeline drugs that are performing well in late-stage clinical trials. These include orforglipron, a once-daily oral GLP-1 medication, and retatrutide, which targets a higher degree of weight loss and could provide a strong compliment to the company’s other GLP-1 products. Eli Lilly reached an agreement with the U.S. government on pricing and access to GLP-1 drugs for Medicare and Medicaid users, which may further expand the market potential for its weight loss drugs.”
3. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 115
Enterprise software provider Salesforce, Inc. (NYSE:CRM)’s shares are down by 22.6% year-to-date and by 26% over the past year. BNP Paribas discussed the firm on March 27th as it raised the share price target to $230 from $220 and kept an Outperform rating on the shares. Amidst the factors that drove BNP Paribas’ coverage of Salesforce, Inc. (NYSE:CRM)’s stock was the firm’s stock buyback plans, which the financial firm estimates could total $25 billion by the end of the year, compared to its earlier estimate of $16 billion. Cramer has also discussed Salesforce, Inc. (NYSE:CRM)’s stock several times over the past couple of months. The CNBC TV host has pointed out that there is a divide between the firm’s AI and non-AI businesses, with the former represented by Agentforce. Salesforce, Inc. (NYSE:CRM) expanded Agentforce offerings on March 10th when it introduced an AI solution to integrate AI agents and digital channels under a single roof. Cramer also discussed Agentforce:
“I had Marc Benioff last night on Salesforce, and he’s got Slack. . .he’s moving, what he’s talking about is not software-as-a-service, that business is not roaring, but he’s talking about is Slack, and how, look, OpenAI is on Slack. He’s able to talk about, Anthropic on Slack, he’s got the agentic, he was the first guy to talk about agentics. But yeah, I mean it’s a tough sell. Who’s a buyer? Marc, he bought 25 billion in accelerated shareholder purchase.”
2. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders:
Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares are up by 27% and 124% over the past year. The shares have surged after new CEO Lip-Bu Tan took over. Along the way, Cramer has been consistently optimistic about the Intel Corporation (NASDAQ:INTC) CEO. Throughout 2025, he praised Tan and asserted that the executive was one of the most knowledgeable individuals in the industry. Investment bank Morgan Stanley discussed the shares on January 26th. It raised Intel Corporation (NASDAQ:INTC)’s share price target to $41 from $38 and kept an Equal Weight rating on the stock. The bank pointed out that the firm’s first-quarter guidance was constrained by supply constraints, which could end up impacting customer confidence in the foundry business. Cramer had also discussed Intel Corporation (NASDAQ:INTC) soon after the Morgan Stanley report. He wondered whether the fact that the firm’s recent quarter was good meant that there was too much negativity surrounding the stock. In this appearance, he briefly praised the CEO:
“What a show of Lip-Bu Tan, knowing how to handle a balance sheet. . .I told you that he was the man.”
1. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders:
Industrial machinery giant Caterpillar Inc. (NYSE:CAT)’s shares are up by 19.8% year to date and by 134% over the past year. Barclays discussed the firm on March 31st as it increased the share price target to $700 from $625 and kept an Equal Weight rating on the shares. The investment bank outlined that Caterpillar Inc. (NYSE:CAT) it had shifted its estimates for the sector and accounted for higher input costs and skepticism surrounding recovery, among other factors. Barclays added that while higher input costs could affect the agriculture industry, the sector might also see government support heading into the election season. Oppenheimer also increased Caterpillar Inc. (NYSE:CAT)’s share price target in March. On the 6th, the firm raised the price target to $817 from $729 and kept an Outperform rating. Oppenheimer remarked that it was optimistic about the firm’s long-term earnings potential. As for Cramer, he has consistently discussed Caterpillar Inc. (NYSE:CAT)’s role in the data center industry over the past couple of months. In this appearance, he once again mentioned the data center angle:
“. . .and then you’re getting this incredible Caterpillar, where you buy hundreds of Caterpillar engines and you hook them up to the Marcellus shale, and you have. . .and it’s just, what you’re getting is a true away from raising the rates for regular people story. And that’s what the second half of the year is going to be all about.”
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