Jim Cramer Discussed 12 Stocks and Macroeconomic Conditions

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

Number of Hedge Fund Holders: 66

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer highlighted the company’s gains, as he said:

“We asked if the cybersecurity stocks would remain unassailable in 2025. While the group has held up okay this year, I wouldn’t call it unassailable. The two that the trust owns, Palo Alto Networks and CrowdStrike, are up 3% and 41%, respectively. And across the entire range of cybersecurity names, there’s a lot of variation. I still believe this is a powerful secular growth story for 2026 because businesses need to protect themselves against hackers. But there are going to be winners and losers within the industry, which is why I urge you to stick with the best of breed. I still think that’s Palo Alto, but more importantly, it’s CrowdStrike.”

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the December 3 episode, Cramer highlighted that the company holds a position in the Charitable Trust portfolio. He remarked:

“Sometimes the cybersecurity stocks go out of style, but as I lay out in How to Make Money in Any Market, the cybersecurity business never goes out of style. The risk of being hacked is just too high, especially now that the bad guys have access to the tools, the artificial intelligence tools, which brings me to CrowdStrike, that’s a key position in my Charitable Trust, has been for years, reported what I thought was a pretty darn good quarter last night.

The company posted a nice top and bottom line beat, while their net new annual recurring revenue, the key metric, came in at $265 million. Wall Street was only looking for $239 million. Maybe all you need to know. Of course, the stock temporarily pulled back in response to the quarter… opening down… almost 20 bucks, before rebounding to finish up more than $8. And that’s what almost always happens to CrowdStrike, and then the stock tends to bounce back.”