In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the recent trend in Bitcoin prices and how it had led to a shift in the narrative for the cryptocurrency. With Bitcoin’s price down by 46% year-to-date, the CNBC TV host remarked that the idea of the cryptocurrency being a protection against a weaker dollar was being challenged:
“When I talk to people about the end of Bitcoin, it’s that we thought it was going to be a protection against the weaker dollar and it went the wrong way. The story that I’m believing best, and this is one they report next week, and I think you’re going to hear, on the conference call, Ammar Al-Joundi, who’s the CEO of Agnico Eagle, has said that the gold flows, and they actually have, demographic and age, out of crypto into gold, David. Out of crypto into gold. Don’t laugh.”
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 February 6th and tweeted about. 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).
9. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings: 106
Aerospace giant The Boeing Company (NYSE:BA)’s shares are up by 35% over the past year and by 7.4% year-to-date. Several analysts have discussed the firm in 2026. For instance, UBS raised the share price target to $285 from $275 and kept a Buy rating in January. The bank outlined that The Boeing Company (NYSE:BA) free cash flow and production processes had improved. Cramer has been positive about the firm for quite some time as the CNBC TV host hinted last year that The Boeing Company (NYSE:BA)’s cash flow could improve. Bernstein reiterated an Outperform rating in late January. The financial firm remarked that the aerospace company’s commercial aircraft production was ramping up smoothly and added that investors were likely to focus on its cash guidance. Cramer tweeted about The Boeing Company (NYSE:BA) on the 5th and discussed the production as well:
“Boeing, one of my favorites in the trust: lotta chatter of big wins out of China and Saudi Arabia. Given that they are getting better and better and quicker at making new planes these could take the stock back to $250”
8. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings: 332
Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 9.8% over the past year and by 7% year-to-date. DA Davidson cut the stock’s rating to Neutral from Buy and the share price target to $175 from $300 in February. The financial firm outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing division, Amazon Web Services, was facing tight competition from rivals Microsoft and Alphabet. DA Davidson pointed out that the AWS growth, while in the double-digit percentages, nevertheless lacked that of its peers by a wide margin. Scotiabank also cut Amazon.com, Inc. (NASDAQ:AMZN)’s share price target in February. The firm reduced the target price to $275 from $300 and kept a Sector Outperform rating on the stock. Like DA Davidson, AWS was also on the bank’s mind as it pointed out that it would have to readjust estimates linked to the cloud business growth. Unsurprisingly, after Amazon.com, Inc. (NASDAQ:AMZN)’s earnings, AWS was also on Cramer’s mind as he deep dived into the stock:
“Well the custom chips was a good discussion because they didn’t necessarily, they didn’t think that they threw NVIDIA under the bus, but, some Marvell chip that they’re using and it’s cheaper. And they do say that the big gating factor in profit is how much they have to pay and that’s a slap at NVIDIA. They may not think so. Look I think the problem is this, the cash flow is not there to do this. So then you go back to the old days, where they had to borrow a lot of money to do what they do. And I just don’t know how much they’re going to totally borrow. I mean, look David, when I spoke to them after, the way I feel about is, do we really have to do this? And they say you’re looking at it wrong, we make money the moment we turn it on. And then I say, well how do you know you’re able to do that? And they say, well listen, if we’re not able to do it, then we won’t spend the money. So in other words, they’re not oblivious to what Wall Street thinks. I basically said, guys, I want to defend you. And they weren’t like, well you can’t, it’s not our time, they’re just saying, it’s going to work, you just have to figure out how long you’re willing to wait.
“Look, I have total faith, Andy Jassy knows how to do this, so I believe and I am not bolting. But I want to buy Alphabet, because they are, they have this, this backlog, you know the performance obligations, they’re catching up, it’s huge. I was surprised, Alphabet’s on fire, for cloud, on fire, it’s terrific.
“Amazon’s gotta layoff a lot of people. . .they still have a lot of people in the administration. They’re finding out who they should eliminate.”
7. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings: 243
Technology giant Alphabet Inc. (NASDAQ:GOOGL) has become one of Cramer’s top stocks over the past couple of months. His shift in tone is quite stark, as at the start of 2025, the CNBC TV host was wary of the company due to its woes with the Justice Department. Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 70.5% over the past year and flat year-to-date. Citizens maintained a Market Outperform rating and a $385 share price target on the firm in February. Artificial intelligence was at the heart of the coverage as the firm pointed out that Alphabet Inc. (NASDAQ:GOOGL)’s competence with Gemini was enabling the company to expand its total addressable market in the search engine space. Roth/MKM raised the share price target to $395 from $365 and kept a Buy rating. It pointed out that Alphabet Inc. (NASDAQ:GOOGL)’s third quarter earnings saw the firm beat estimates across search engine, cloud computing, and subscription segments. Like Roth, Cramer is also impressed by the earnings report:
“I really want to buy Alphabet out of this, because Alphabet has, better, man you know they have a better backlog.
“But I want to buy Alphabet, because they are, they have this, this backlog, you know the performance obligations, they’re catching up, it’s huge. I was surprised, Alphabet’s on fire, for cloud, on fire, it’s terrific.
“And how about Alphabet being a steal here. . .
“. . .the value of that company is just awesome.”
6. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holdings: 76
Marvell Technology, Inc. (NASDAQ:MRVL) is a chip company that provides products such as signal processors, network adapters, and SoCs. Its shares are down by 27% over the past year and by 8.3% year-to-date. Several analysts have discussed the stock in February. For instance, Benchmark reiterated a Hold rating after Marvell Technology, Inc. (NASDAQ:MRVL) completed its acquisition of Celestial AI. RBC Capital reiterated an Outperform rating and a $105 share price target in January as well. RBC’s discussion of Marvell Technology, Inc. (NASDAQ:MRVL) surrounded cloud computing giant Amazon’s AWS cloud business. The investment bank pointed out that Celestial’s products could be used by Amazon and help Marvell Technology, Inc. (NASDAQ:MRVL) secure a share of the cloud company’s Trainium chip business. These AI chips were also on Cramer’s mind as he wondered why the stock was performing poorly:
“You wanna buy Marvell, cause Marvell is their training, Marvell, you just go buy Marvell, give me a hundred thousand Marvell. . .
“But I want to remind people that most of what Andy Jassy the CEO of Amazon was talking about yesterday, was how great his Trainium is. And the Trainium chip, that’s a Marvell, is their partner. Marvell is only up 6%. It is down 7% for the year. I would buy Marvell even up here. That’s Matt Murphy doing a fantastic job, he’s their partner, I don’t understand why it’s not up more.”
5. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings: 66
Cybersecurity services provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are down by 3.6% over the past year and by 8.8% year-to-date. Macquarie kept a Neutral rating and a $485 share price target on the firm in January. The bank praised CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s position in the cybersecurity market and noted the firm’s strengths in endpoint protection, identity management, and other sectors. A more recent discussion came from Cantor Fitzgerald that saw the financial firm reiterate an Overweight rating on the stock. As per Cantor, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) signed an agreement with Saudi oil giant Aramco. Cramer has long been a proponent of the cybersecurity industry. The CNBC TV host praised the sector last year, as he commented that while software-as-a-service (SaaS) stocks were struggling, cybersecurity provided an opportunity to invest due to the rise in data use for AI. A year later, Cramer discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Anthropic:
“Crowdstrike, yes. I love Crowdstrike here. Because even though everybody says that Anthropic has destroyed them. Anthropic is doing something that makes it so they’re even more valuable, which is saying, listen, the holes, they don’t do the holes. They don’t do mistakes. George Kurtz doesn’t do that. I like Crowdstrike very much and yes I would buy it, yes I would.
“Well, I think that maybe it’s more important to see that we’ll see the multiples shrink. I mean for instance Crowdstrike I believe is just doing incredibly well. And I don’t think Anthropic is going to go up against Crowdstrike, that’s not what’s happened, their going to go with the enterprise and try to make the agentics safer. I get that, but they’re about the programming. And I come back and say well will someone buy Crowdstrike? Because it’s such a great company, it has a great Rule of 70, that kind of thing. . .and I love it. And I wanted to buy it this morning for my charitable trust because I believe in George Kurtz. Because I recognize, there are a lot of people that say, look, Jim, it doesn’t make money, what are you doing? And it does make money, that’s the usual canard, but it’s expensive on earnings, and, it’s an EBITDA, it’s an ARR story, David, you mentioned ARR. It’s a recurring revenue story.”
4. Affirm Holdings, Inc. (NASDAQ:AFRM)
Number of Hedge Fund Holdings: 60
Affirm Holdings, Inc. (NASDAQ:AFRM) is an American financial services company known for its buy now, pay later services. The shares are down by 23.5% over the past year and by 19.4% year-to-date. Stephens cut the firm’s share price target to $65 from $75 and kept an Equal Weight rating on the shares in early February. The financial firm pointed out that Affirm Holdings, Inc. (NASDAQ:AFRM) was experiencing a multiple compression despite having posted strong fiscal second-quarter earnings. Needham also lowered the share price target in February. It cut the target to $85 from $100 and kept a Buy rating on the stock. As per the financial firm, Affirm Holdings, Inc. (NASDAQ:AFRM) could experience tailwinds from securing a bank charter. Needham added that the BNPL firm’s AI tools can improve its growth and profit margins. Cramer has also discussed Affirm Holdings, Inc. (NASDAQ:AFRM) several times over the past months. Recently, after President Trump suggested a 10% on credit card rates, he commented that the firm could benefit due to its presence in the BNPL market. In this appearance, he briefly mentioned the stock after interviewing Affirm Holdings, Inc. (NASDAQ:AFRM)’s CEO:
“The buy now pay later firm, known as Affirm, delivering a quarterly earnings beat. 30% increase in sales, company also investing in new AI tools for merchants. I here the stock’s down, that’s about as, that’s stupid, I’m a little judgemental there.
“. . .I have been behind the stock since it was at 30, I am steadfast on it. . .”
3. Reddit Inc. (NYSE:RDDT)
Number of Hedge Fund Holdings: 80
Reddit Inc. (NYSE:RDDT) is one of Jim Cramer’s top stocks in the social media sector. For more than a year, the CNBC TV host has praised the firm’s potential in the AI age due to its access to large amounts of user data. Needham kept a Buy rating and a $300 share price target on the firm in February following Reddit Inc. (NYSE:RDDT)’s fourth quarter earnings. The financial firm pointed out that the social media company’s improving margins and potential to benefit from large language model (LLM) training were some factors that drove its optimism. Unlike Needham, Truist raised Reddit Inc. (NYSE:RDDT)’s share price target. It bumped the target price to $275 from $270 and kept a Buy rating. The bank pointed out that the social media company excelled in enabling its users to communicate with each other. Even though Reddit Inc. (NYSE:RDDT)’s shares are down by 38% year-to-date, Cramer continues to believe in the firm:
“You know what Reddit is in Latin? To give back. And a lot of shareholders felt, that when it was down 34%, they were given back a lot of their money. But today is a good day. And one of the reasons why it’s a good day is because, they are doing incredibly well on advertising. Advertising is up very big and a lot of that is because, they offer a bargain. And advertisers know that. Because instead of having to go give Mark Zuckerberg a check and spend a lot of money with Insta, their rates are incredibly low. And it’s targeted. I mean let’s say you wanted to hit, only people who drank tequila. Well, I mean, that’s expensive to be able to buy tequila than it is to go get Zuckerberg to try to figure out through AI what words might indicate that you like Cuervo.
“One of the things that I thought was that, boy, someone should just go buy them. I mean, they have fabulous data. And they can sell. Every time Steve Huffman used to do TV, I would say, hey how much is the data going for? And it’s going for a lot. And I think people should recognize, this is actually a great store holder of value. And I like the company very much, and I wish I could buy it today for my charitable trust.”
2. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holdings: 83
Fast food giant McDonald’s Corporation (NYSE:MCD)’s shares are up by 5% over the past year and by 7.5% year-to-date. Ahead of the firm’s earnings report, investment bank UBS reiterated a Buy rating and a $350 share price target. It pointed out that McDonald’s Corporation (NYSE:MCD) shows strong same-store sales growth and momentum in international markets. It added that the fast food company could also gain market share throughout 2026. Guggenheim also discussed McDonald’s Corporation (NYSE:MCD)’s stock in February. It raised the share price target to $325 from $310 and kept a Neutral rating on the stock. As per the financial firm, McDonald’s Corporation (NYSE:MCD)’s same-store sales and earnings per share should grow faster than previously expected in 2026. While Cramer didn’t directly mention the stock, he did comment on its performance after co-host Carl Quintanilla pointed out that McDonald’s Corporation (NYSE:MCD) had performed well on Thursday:
“All great companies, this felt like, not 2023, when we had a comeback from COVID. Not 2016 when we had a comeback from the China problem. It felt like pre-FANG, it felt like pre FANG was invented. In 2013. Because those were so exciting and those pulled away. No, the companies that are pulling away are all household names. I say welcome back to traditional investing which is so much fun. We’re not looking at annual revenue. . .annual revenue rate, we’re not doing that. We’re not doing the Rule of 40, I mean as much as I like what Palantir is doing, I mean let’s give the due to some of these companies that are fantastic that we remember. I’m talking about great American companies. . .”
1. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holdings: 60
Luxury goods manufacturer Tapestry, Inc. (NYSE:TPR)’s shares are up by 88% over the past year and by 18.6% year-to-date. Wells Fargo raised the share price target to $165 from $142 and kept an Overweight rating in February. The bank outlined that Tapestry, Inc. (NYSE:TPR) Coach brand was performing well and had exceeded expectations in the firm’s latest quarter. In Tapestry, Inc. (NYSE:TPR)’s latest quarter, Coach experienced a 25% annual revenue jump. Cramer praised the brand following the earnings, as he remarked that the firm had injected fresh life into the brand in a way that he didn’t think was possible. Baird also discussed Tapestry, Inc. (NYSE:TPR)’s shares after the earnings, as it raised the share price target to $160 from $140 and kept an Outperform rating. In this appearance, Cramer commented that the recent strong share price performance was a breath of fresh air after his co-host mentioned Tapestry, Inc. (NYSE:TPR):
“All great companies, this felt like, not 2023, when we had a comeback from COVID. Not 2016 when we had a comeback from the China problem. It felt like pre-FANG, it felt like pre FANG was invented. In 2013. Because those were so exciting and those pulled away. No, the companies that are pulling away are all household names. I say welcome back to traditional investing which is so much fun. We’re not looking at annual revenue. . .annual revenue rate, we’re not doing that. We’re not doing the Rule of 40, I mean as much as I like what Palantir is doing, I mean let’s give the due to some of these companies that are fantastic that we remember. I’m talking about great American companies. . .”
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