8 Stocks on Jim Cramer’s Radar Recently

1. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Number of Hedge Fund Holders: 77

A caller asked what Cramer thought of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) long-term. He replied:

“Okay, I think for the long term, it’s terrific. We had to take some profits out of it, too, because it just got too big. But I think George Kurtz is delivering an amazing product, and I think he’s got a lot to say, given his speech tonight. I think that CrowdStrike is terrific.”

CrowdStrike (NASDAQ:CRWD) is a cybersecurity company known for its Falcon platform. The platform offers a range of tools focused on endpoint protection. Aristotle Atlantic Partners, LLC stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q1 2025 investor letter:

“CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cybersecurity products and services that offer endpoint protection and threat intelligence solutions, enabling customers to prevent damage from targeted attacks, detect advanced malware and search all endpoints. The company’s open cloud architecture enables it and third-party partners to rapidly innovate, build and deploy new cloud modules that can provide customers with enhanced functionality across a myriad of use cases.

We see the cloud cybersecurity market as positioned to experience strong growth over the next few years, driven by continued migration from on-premises to cloud-based architecture. We believe CrowdStrike can benefit from this trend due to its early-mover advantage, multiple product offerings and native integrations with leading cloud platforms. The increasing threats from state-sanctioned cybercriminals using high-performance computing and AI necessitate higher spending on advanced cybersecurity products. The total addressable market (TAM) is projected to grow significantly over the next four calendar years. Additionally, CrowdStrike’s cloud-native architecture and unified platform approach provide competitive advantages, resulting in high customer retention and widespread adoption of multiple modules.”

While we acknowledge the potential of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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