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 data from Edmunds.com, which commented on affordability struggles across America. Quoted by the Detroit Free Press, the data showed that in the fourth quarter of 2025, the highest percentage of new car buyers had committed to $1,000 or more in monthly payments. In percentage terms, 20.3% of all new car buyers had committed to the monthly payments, with the percentage sitting at 6.3% for used car buyers. The CNBC TV host linked the data with interest rates and reiterated his belief that the rates should be lower:
“Look, let’s say you’re President Trump. . .you know, rates should be lower. I am with him on this. I am looking at property and I want a teaser rate. I am looking at cars and I say, I’m not going to pay that. I’m not paying that payment, we need a teaser rate because I have a mortgage, I want to sell a place, I have a mortgage at three, and without a teaser rate, I’m playing at six. I feel like it’s like I’m ripping myself off.”
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 January 6th. 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. D.R. Horton, Inc. (NYSE:DHI)
Number of Hedge Fund Holdings: 64
D.R. Horton, Inc. (NYSE:DHI) is one of the largest homebuilding companies in America. Its shares are up by 13.6% over the past year to make the firm one of the better-performing stocks in its sector. Cramer linked the firm to the broader homebuilding sector after Wells Fargo downgraded D.R. Horton, Inc. (NYSE:DHI) to Equal Weight from Overweight and cut the share price target to $155 from $180. The bank pointed out that it was witnessing inventory buildup and discounting in the industry. Citizens also downgraded D.R. Horton, Inc. (NYSE:DHI)’s stock in January. It cut the share rating to Market Perform from Market Outperform and remarked that the firm could see inventory clearing in 2026. Cramer tied the pessimism surrounding homebuilding stocks to interest rates:
“Alright David, you talked about what punches above its weight. And that’s housing, as well as Ford stock. Okay, this morning, jeez these research firms are taking aim at housing. Here’s a piece by Wells Fargo, actually a very informed piece, which downgrade Horton, the largest. And then, UBS downgrades Lennar, KBH, price target cut. This is a sign, again, rates are too high, rates are too high, and that’s because they were so low. . .it’s relative to where they were and you can’t buy starter homes. . . .these cannot get any traction, none. . .”
8. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings: 106
Throughout 2025, Jim Cramer kept the faith with The Boeing Company (NYSE:BA) even though the firm struggled with regulatory headwinds and production woes. Its shares are up by 37% over the past year, and Cramer had hinted that the firm was improving its cash flow in the first half of 2025. Bernstein raised The Boeing Company (NYSE:BA)’s share price target to $277 from $267 in January and kept an Outperform rating on the shares. Naming the firm as a top pick for 2026, the financial firm pointed out that the aerospace company had improved its 737 and 787 programs. The Boeing Company (NYSE:BA) also scored a win in December when it won a $930 million deal from the US Navy to extend the service life of certain fighter aircraft. Cramer continued to have faith in the firm and praised its CEO:
“And here I thought David you were going to talk about Kelly Ortberg and Boeing. You know I think the world of this fellow. And he’s amazing and we’re starting to get some real recognition this morning. I saw Bernstein say 267, goes to 277, demand remains high, outstrips supply to 2030. This stock has had a remarkable run, it continues to have it, it’s a big name for the trust, because they had amazing, they had unbelievable cash flow when they last reported, the stock immediately lost 40 dollars. I didn’t understand that all. But the thing’s coming back, and I think a lot of it, you’ve got to put this at the feet of Ortberg, who decided you know what, we’re gonna go and make this thing great and safe before we go to FAA and say we want more. It’s his style.”
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