In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed his opinions about the state of the IPO market. The tail end of the year has seen a spurt in IPO activity. Data from Renaissance Capital shows that nine IPOs and ten filings occurred during the week of December 1st. When asked whether he thought IPO expectations were overstated, Cramer responded:
“No, I think that there are way, I was with someone who is a premier holder of companies that can, I’d say maybe, number one or two, that has companies that want to IPO and it’s their time too. I think that what we’re missing, when I look at what’s going in the market, is the exuberance, but not irrational, the ebullience, the notion that you can get deals done. The notion that right now there’s lots of pools of capital.”
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 December 22nd. 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).
8. Marvell Technology Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holdings: 77
Marvell Technology Inc. (NASDAQ:MRVL) is a semiconductor company that sells products such as network adapters and signal processing chips. On December 16th, Cantor Fitzgerald cut the firm’s share price target to $100 from $110 and kept a Neutral rating on the shares. It pointed out that semiconductor stocks were set to take the broader market higher in 2026. The next day, Moody’s bumped up Marvell Technology Inc. (NASDAQ:MRVL)’s senior unsecured rating to Baa3 from Baa2. Moody’s outlined that the chip company’s improved profitability should aid the firm’s credit profile. More recently, Citigroup added a Positive Catalyst watch on Marvell Technology Inc. (NASDAQ:MRVL) and set a $114 share price target. The financial firm pointed out that acceleration in the AI market in 2026 would help the chip company. Another firm that is optimistic about Marvell Technology Inc. (NASDAQ:MRVL) is banking giant JPMorgan. On December 8th, the firm reiterated a $130 share price target and an Overweight rating on the shares. JPMorgan pointed out that the firm stands to benefit from Microsoft and Amazon’s application-specific integrated circuits (ASICs). Cramer discussed Marvell Technology Inc. (NASDAQ:MRVL)’s CEO:
“There’s a catalyst call today on Marvell. Matt Murphy’s very humble. He came on the air and he defended himself against a bunch of things that were untrue.”
7. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holdings: 76
Honeywell International Inc. (NASDAQ:HON) is an industrial conglomerate that is currently in the news due to its decision to split into three firms. One of these, Solstice Advanced Materials, started trading on the stock market earlier this year, while the other business, Honeywell Aerospace, is expected to complete the separation next year. On December 15th, Evercore ISI initiated coverage on Honeywell International Inc. (NASDAQ:HON)’s stock and set an Outperform rating along with a $255 share price target. The financial firm outlined that the industrial company could benefit from economic growth, which could provide earnings power. However, on November 10th, TD Cowen had cut Honeywell International Inc. (NASDAQ:HON)’s share price target to $240 from $250 and kept a Buy rating, according to The Fly. The shift was made following the firm’s third-quarter earnings. On December 22nd, Honeywell International Inc. (NASDAQ:HON) made an important announcement when it revealed that it would incur a one-time payment of $470 million related to FlexJet. Cramer discussed the announcement and the spinoff:
“Yeah and I was going over it with Jeff Marks, we do own it for he charitable trust. It’s getting hit for that. The Flex Jet was a big, big cash charge. I think that what matters is the core business but I recognize maybe no one, I don’t think a lot of people expected 470 million, they think maybe that a lot of people did. But when you look at it, you say, wait a second, that wasn’t in my numbers. I still think Honeywell is very valuable, because they’ve got aerospace, they’re splitting the company up. I think the chemical company, we kept the chemical company for the trust. It seems like by far the cheapest chemical company in a group that’s hated.”
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