In this article, we will look at Buy, Sell, or Hold? Jim Cramer’s Latest 5 Stock Calls. Please visit Buy, Sell, or Hold? Jim Cramer’s Latest 11 Stock Calls, if you’d like to see the extended list and methodology behind it.
5. Micron Technology, Inc. (NASDAQ:MU)
Micron Technology, Inc. (NASDAQ:MU) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller expressed interest in adding to their position in the stock following the company’s latest quarterly earnings report and asked whether it still has “room to grow.” Cramer commented:
Okay, so Micron is digesting that huge move. That’s what happens after you have just a gigantic increase in value to the company that is almost $500 billion. I think you have to let it churn. I would not attempt to buy some Micron here until it fell more than just $18. Let’s give it a rest. I think it’ll prove to be a more meaningful position as it goes down than it is right here. And I think it can do that because it’s had such a big run.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands. On March 11, Cramer discussed the stock in light of the memory shortage and said:
Second theme, the memory shortage. I keep thinking this has got to end, but we got confirmation this week from HP Enterprise that it’s going to go on for much longer than people think. However, I can’t recommend these memory stocks, even the ones I really like. They’re just too much, too high. Western Digital, Seagate, Sandisk, and Micron could all be bought on a big move down because of oil.
4. Forgent Power Solutions, Inc. (NYSE:FPS)
Forgent Power Solutions, Inc. (NYSE:FPS) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller asked if Cramer is still “high” on the stock, and he replied:
Oh yes, very, very much so. We just went over it. I think that, look, electrical distribution equipment is so, I don’t want to call it hot, that would be wrong because it’s just so good, not hot because hot means that it’s expensive. I think Forgent’s a terrific company. I like it very much.
Forgent Power Solutions, Inc. (NYSE:FPS) designs and manufactures electrical distribution equipment, such as switchgear, transformers, and power units. In addition, the company provides maintenance, repair, and commissioning services to companies in the technology, utility, and industrial sectors. Cramer discussed the company in detail during the March 4 episode, as he stated:
The truth is, I’ve been watching this Forgent like a hawk. It’s the biggest IPO of the year so far… There’s a reason this stock’s been doing so well since it came public. It’s a terrific play on the hottest theme in the market, the great AI data center buildout. Now, the story’s a good one, and the numbers are pretty darn good, too… Forgent has a leverage ratio of 1.4, which is really nothing to worry about. Now, the one private equity worry that does apply here is the fact that Neos, the sponsor, has a concentrated ownership stake in Forgent and will continue to control the company. Specifically, they still own roughly 79% of the business, and someday, they’re going to want to ring the register. When Neos starts selling down its stake… I think it’s going to put some real pressure on the stock. It really will…
Luckily, we’ve got a good comparison here, which is the aforementioned Vertiv, another electrical equipment maker with big data center exposure. If we adjust Forgent’s calendar using the next four quarters of estimates, we find that Forgent has an enterprise multiple of 27. That’s pretty darn high compared to most industrial companies, but not compared to Vertiv, which has an enterprise multiple of 29.5 based on its 2026 estimates… I think Vertiv really does deserve a premium multiple. So yeah, it’s expensive but it’s still cheaper than the closest competitor. I like that.
Here’s the bottom line: I like Forgent Power Solutions. In fact, I borderline love it. Stock had a great start. While it seems pricey, I think the valuation is justifiable when you look at Vertiv. In my view, Forgent is worth buying right here, right now. The company reports in two weeks. If you want to wait, maybe you want to wait and see what happens there. But maybe there’ll be some reason for Forgent to pull back, giving you a better buying opportunity. Then again, maybe they’ll tell such a good story that you’d want to buy more… I like the look of this one. Put half of it on now and half of it on after it reports.
3. ServiceNow, Inc. (NYSE:NOW)
ServiceNow, Inc. (NYSE:NOW) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. Answering a caller’s query about the stock during the episode, Cramer said:
Okay, now what we’re dealing with here is stock sells at 26 times earnings. That’s incredibly cheap for a great growth stock. But we all know that there is turmoil when it comes to these, you know, software as a service stocks are so bearish. It’s so painful for me to say this, but as much as I respect Bill McDermott, I think the stock’s going to be in for a little bit more turbulence than it already has been because that particular SaaS business model is disliked intensely right now on Wall Street.
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. A caller asked about the stock during the March 16 episode, and Cramer responded:
Well, I have to tell you, I’m never going to bet against Bill McDermott, certainly not down here. But I don’t know if it’s long-term, but I do think that the company represents actual value at these prices.
2. Rocket Companies, Inc. (NYSE:RKT)
Rocket Companies, Inc. (NYSE:RKT) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. Inquiring about the stock, a caller noted that the company posted “good earnings” last quarter, yet the stock is down. Cramer replied:
This is totally a vote, you can look at the chart, a vote on whether there’s going to be a rate cut. People say that, only today was the first time I heard that there might be a rate cut. Again, remember, they kind of got dashed by the war. I would not give up on this stock at $14. I think it represents value.
Rocket Companies, Inc. (NYSE:RKT) provides mortgage, real estate, and personal finance services. The company delivers its services through Rocket Mortgage, Rocket Homes, Rocket Loans, and Rocket Money. It is worth noting that Cramer showed a bearish sentiment toward the stock when a caller asked about it during the March 4 episode. The Mad Money host said:
No, I cannot. No, I can’t. There’s just too many headwinds to housing. I’d love to be more bullish. We own Home Depot for my Charitable Trust. It’s one of my worst positions… I’ve gotta tell you, I don’t want you to be big in Rocket. I don’t think you’ll make a lot of money.
1. The Boeing Company (NYSE:BA)
The Boeing Company (NYSE:BA) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. When a caller inquired about the stock, Cramer said:
Oh boy, okay, so Boeing’s a Charitable Trust name. Here’s the deal with Boeing. The stock was just soaring, and then people started to think that because of the war, there won’t be as many plane orders as people think. Now, there’s like a, the lineup for planes is stretched as far as the eye can see. That’s not going to be what happens. But the narrative’s got negative, not the stock itself. I think the stock is a buy.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. During the March 3 episode, a caller asked why the stock was declining despite “record orders the last few months,” and Cramer replied:
Okay, I think it’s going down because of the travel and leisure… possibly the end of the bull market. A lot of people worry… that there won’t be a lot of plane orders because of what’s going on in the Middle East. I think that’s shortsighted. I think that’s wrong. I think Boeing should be bought, plain and simple. Big position in my Trust. It’s the right stock, right time.
While we acknowledge the potential of BA 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 BA and that has 100x upside potential, check out our report about the cheapest AI stock.
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