In this article, we will look at 5 Stocks on Jim Cramer’s Radar: Berkshire, Palantir, and Eaton. Please visit 25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave, if you’d like to see the extended list and methodology behind it.
5. Eaton Corporation plc (NYSE:ETN)
Eaton Corporation plc (NYSE:ETN) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer highlighted the stock’s “big run,” as he remarked:
Tuesday’s jammed. We’ve got the dilemma of the data centers identified by Eaton, which provides electric hookups and air conditioners to keep things cool. We own it for the Charitable Trust. It’s had a big run. The ones that have had big runs, they tend to sell off. I gotta be careful.
Eaton Corporation plc (NYSE:ETN) is a power management company that provides electrical, aerospace, and vehicle components. The company’s products include power distribution equipment, circuit protection devices, and specialized systems for aircraft refueling, engine valves, and electronic controls. A caller asked about the stock during the March 12 episode, and Cramer replied:
Well, you know, it’s funny if it were, you know, this is a silly asterisk if it were not for the war, but I think because of the war, it’s going to make everyone feel a little bit dicier about owning stocks. So you have people selling it. But I do think the answer is yes, I do want to own Eaton.
4. ServiceNow, Inc. (NYSE:NOW)
ServiceNow, Inc. (NYSE:NOW) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer praised the company’s CEO, as he said:
Now, we have an analyst meeting Monday for ServiceNow, okay, a stock that’s been hammered relentlessly because of the AI displacement worries that have dragged down the entire software as a service space. These companies typically charge per user, and that perception is that AI is wiping out too many jobs for that business model to remain viable.
I want to hear if customers are cutting the length of the contracts they’ve taken in preparation for AI agents reaching the point where they can take over from people and possibly do a better job than ServiceNow. The software as a service group caught fire today, though. Maybe that bodes well for ServiceNow. I am sure that Bill McDermott will put on a good show. He’s the CEO, and he’s a very good promoter of his company.
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.
3. ON Semiconductor Corporation (NASDAQ:ON)
ON Semiconductor Corporation (NASDAQ:ON) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the “semis are on fire of late,” as he said:
The semis are on fire of late, including On Semi, long viewed as a company that’s tied just to the auto industry. Some would say too tied, but so is NXP Semiconductors. And did you see that? That stock went parabolic after it reported this week. That would cut to buying some On Semi, I would think.
ON Semiconductor Corporation (NASDAQ:ON) provides intelligent sensing and power solutions, including integrated semiconductor devices for power conversion and signal conditioning. Cramer discussed the stock during the April 20 episode and commented:
Finally, rounding out the top 10 performers in the S&P 500 since the bottom is ON Semiconductor, which ended up in fifth place, up 49%. Bit of a mystery to me. ON Semi, as it’s known, makes power and sensing chips but mostly for the automotive end market, which is supposed to be weak. The best I can tell is that the demand for CPUs has bled into… scenarios like this or that ON stock is doing well thanks to a combination of demand for power chips and lower interest rates, which investors think will boost new auto sales. Either way, I’ve long followed ON Semi, and I like their CEO, Hassane El-Khoury, so I won’t complain about the nice pop of the stock.
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Palantir Technologies Inc. (NASDAQ:PLTR) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer said that he believes that the company’s business “remains strong,” as he commented:
We get results from the most colorful company in the market, Palantir Technologies. I believe their business remains strong, but this market has lost its taste for very expensive software and software-like companies, which is how people view Palantir, even as it really is a one-of-a-kind consulting firm. I don’t think even a fiery Alex Karp can change stock direction, although it was up nicely with some of the other software companies today. I wouldn’t trade it as I think Palantir is, it’s just an excellent book of business, a lot of satisfied customers. I would own it.
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. During the April 30 episode, a caller asked if Cramer sees any catalysts for the company, and he responded:
Oh, okay, I’m glad you asked about Palantir. See, I’m looking at Palantir as a longer-term investment. It did have, look, it shot up… went to $150, it did that. Went to $200, did that. Came back down. But nothing’s changed in terms of how great they are. And I know that it’s difficult to say, hey, let’s buy a stock at $200 because it’s great. But I will tell you that this company is firing on all cylinders. It’s just the stock right now acts as if, well, it’s done, and it’s not done at all.
1. Berkshire Hathaway Inc. (NYSE:BRK-B)
Berkshire Hathaway Inc. (NYSE:BRK-B) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer started his game plan with the stock and stated:
Let’s check the game plan. Alright, usually I start with Monday’s business, right? But we have a special on Saturday about Berkshire Hathaway in conjunction with their annual meeting, where Becky Quick and Mike Santoli will be in Omaha to introduce us formally to Greg Abel. He’s the successor to Warren Buffett.
Of course, no trip to Berkshire is complete without some wisdom from the Oracle himself. I know I’m going to be tuning in. What are you doing? And how exactly is Berkshire doing? Well, we’ll find out Saturday when the company actually reports first-quarter results. Stock’s underperformed of late. I think, you know what that is? It’s because there’s no longer that Buffett premium thanks to his retirement, but that could be very shortsighted. The company built its tremendous properties, super stocks in that portfolio.
Berkshire Hathaway Inc. (NYSE:BRK-B) is a conglomerate that operates a diverse range of businesses, including insurance, freight rail, utilities, manufacturing, retail, and consumer products. The company also provides construction materials, aerospace and industrial components, energy services, and financial and logistics solutions.
Berkshire Hathaway Inc. (NYSE:BRK-B) reported its Q1 earnings on May 2. The company posted $7,027 in net earnings per average equivalent of Class A share and $4.68 for Class B. It generated revenue of $93.7 billion, up 4.4% year-over-year, and reported operating earnings of $11.3 billion, up 17.7% year-over-year.
While we acknowledge the potential of BRK-B to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BRK-B and that has 100x upside potential, check out our report about the cheapest AI stock.
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