In this article, we will discuss: Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks. For more stocks, you can head to Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 5 Stocks.
In a series of recent tweets, CNBC’s Jim Cramer continues to discuss worries about circular deals in the AI industry. In a recent tweet, Cramer referred to a report in The Information, which suggested that technology giant Google was interested in investing in custom AI chip designer Marvell Technology. The TV host commented that he didn’t believe the deal, which might not occur, was circular in nature:
“I feel the same way about Google and Broadcom. Yesterday we read a media report that Google is going to announce a big deal with Marvell. I love Marvell as everyone knows and have more than once broken stories there. I don’t expect Marvell to announce a big deal NOW on top of the Broadcom deal from the week before….”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 17th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
22. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI chip giant NVIDIA Corporation (NASDAQ:NVDA)’s shares have performed well over the past month, as they are up by 16.5%. During this period, Cramer has wondered on several occasions why the stock had struggled. Year-to-April, NVIDIA Corporation (NASDAQ:NVDA)’s shares were down by 7.7%, but after the latest run, they are up by 10.3%. Bernstein recently discussed the firm as it remarked that NVIDIA Corporation (NASDAQ:NVDA) was no longer a gaming GPU company, as it relied on high-end AI GPUs to drive margins up. As the shares continue to perform well, Cramer was vindicated when he outlined that the stock hadn’t gone up as much as he would have liked. The CNBC TV host also added that the fact that NVIDIA Corporation (NASDAQ:NVDA)’s Vera Rubin required a lot of CPUs meant that Intel’s shares might be worth buying:
“NVIDIA still hasn’t gone up as much as I like.
“Very disappointing reaction. But David, it’s all about, TSMC, what they said, Taiwan Semi, was that Vera Rubin which is the latest of NVIDIA, needs a lot of CPUs. And that was the clarion call to go buy Intel, which I still think is a buy and go buy AMD which hit an all time high yesterday.”
21. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings in Q4 2025:
Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares are up by a strong 55% year-to-date and by 57% over the past month. DA Davidson discussed the firm recently, as it raised the share price target to $375 from $220 and upgraded the rating to Neutral from Buy. The financial firm outlined that Advanced Micro Devices, Inc. (NASDAQ:AMD) was benefiting from growing data center demand, which was spurring demand for its CPUs. As evidenced, the firm cited recent data shared by Intel, which indicated that a shift towards agentic workloads was creating demand for server CPUs. Stifel had discussed Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares on April 19th as it raised the share price target to $320 from $280 and kept a Buy rating on the stock. The financial firm remarked that demand for accelerated and general-purpose computing appeared to be beating forecasts. Crmaer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) in the context of TSMC’s earnings:
“Very disappointing reaction. But David, it’s all about, TSMC, what they said, Taiwan Semi, was that Vera Rubin which is the latest of NVIDIA, needs a lot of CPUs. And that was the clarion call to go buy Intel, which I still think is a buy and go buy AMD which hit an all time high yesterday.”
20. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q4 2025:
Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares have been on a tear lately. They closed an unbelievable 23% higher on Friday after the firm reported its first quarter earnings after Thursday’s market close. The results saw Intel Corporation (NASDAQ:INTC) post $13.58 billion in revenue and $0.29 in earnings per share. While the revenue beat was impressive, as analysts had penciled in $12.42 billion, the earnings beat was heftier as the estimates were a modest $0.01. The strong report and the subsequent stock performance proved Cramer right. The CNBC TV host has praised Intel Corporation (NASDAQ:INTC)’s CEO Lip-Bu Tan for more than a year now, and ahead of the earnings, he advised viewers to buy the shares on the 16th:
“Very disappointing reaction. But David, it’s all about, TSMC, what they said, Taiwan Semi, was that Vera Rubin which is the latest of NVIDIA, needs a lot of CPUs. And that was the clarion call to go buy Intel, which I still think is a buy and go buy AMD which hit an all time high yesterday.”
19. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holdings in Q4 2025: 111
AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 11.5% year-to-date but have gained 18.7% over the past month and 25% since April 10th. Keybanc discussed Oracle Corporation (NYSE:ORCL) on the 10th as it reiterated a $300 share price target and kept an Overweight rating on the stock. The financial firm outlined that the AI infrastructure company was targeting several high-growth and lucrative areas in the computing markets, such as deploying AI workloads, running agents, and work automation. Given its recent share price performance, Oracle Corporation (NYSE:ORCL) has crossed Jim Cramer’s radar several times over the past couple of weeks. The CNBC TV host has dubbed the stock’s performance as the revenge of the software companies and a change of mind among investors who previously did not believe that Oracle Corporation (NYSE:ORCL) had the orders to justify financial projections. In this appearance, he mentioned the short sellers as well:
“David that’s a short squeeze.
“Well there was a cheap shot about how well their building is going. But they’ve got grand ambitions and I think that again, they can borrow for less. If you can borrow for less, you can put up more things.”
18. CoreWeaveInc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings in Q4 2025: 58
CoreWeaveInc. (NASDAQ:CRWV) is another AI infrastructure firm whose shares have performed well recently. They are up by 38% year-to-date and by 59% in April so far. Cantor Fitzgerald discussed the firm on April 16th as it raised the share price target to $156 from $149 and kept a Buy rating on the shares. Among the factors that the firm discussed were CoreWeaveInc. (NASDAQ:CRWV)’s $21 billion deal with social media giant Meta, its $6 billion agreement with Jane Street, and another deal with AI firm Anthropic. Cramer has discussed the firm several times over the past couple of months, as he believes that the firm is an aggressive investment that has high debt levels and is vulnerable to share price volatility. As CoreWeaveInc. (NASDAQ:CRWV)’s shares have performed well in April, Cramer called the performance a short squeeze:
“That’s a short squeeze. . .Michael has it. . .Intrator, yeah.”
Cramer explained his thoughts about CoreWeaveInc. (NASDAQ:CRWV) in a recent Mad Money appearance:
“Okay, CoreWeave is an aggressive… CoreWeave is what I regard as being a very, it’s an aggressive buy. You’re doing something very aggressive. I happen to think the fundamentals are terrific, but remember, this is a new company with lots of debt, and it’s going to be prone to these kinds of up and down moves. So, it’s a roller coaster, and I just want you to know that I’m with you in thinking it’s terrific, but understand that you’re in for volatility when you own the stock of CoreWeave.”
17. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holdings in Q4 2025: 146
Streaming giant Netflix, Inc. (NASDAQ:NFLX) is one of Jim Cramer’s favorite stocks. Throughout 2025, he lavished praise on the firm for multiple reasons, such as the depth and breadth of content and a commanding market presence. Netflix, Inc. (NASDAQ:NFLX)’s shares are down by 16% over the past year and up by a modest 1.5% year-to-date. They closed 9.7% lower on April 17th, the day after it reported its first quarter earnings. The results saw Netflix, Inc. (NASDAQ:NFLX) post $12.25 billion in revenue and $1.23 in earnings per share, which was higher than analyst estimates of $12.18 billion. In his more recent comments about the firm, Cramer opined that the shares should have performed better after Netflix, Inc. (NASDAQ:NFLX) exited the race to buy Warner Brothers. He discussed the firm following the earnings in this appearance and continued to praise its industry position:
“Well first I mean I think Robert Hum who works at CNBC did a very thorough analysis of this actual, what the forecast really was versus what we thought it was. And that it was a miss. And if you strip out the money from Warner, I think that’s important. . .I guess I think what a lot of people felt was, how can you just do a normal call? You had this incredible, incredible takeover that was, that really was, in the end, abandoned. They could have had it. And how could you do a call as if, well you know what, we can do it with or without? When it was a monumental change that they might have gone to? And I didn’t like that, and I love this company, I was like, okay, guys, I’m would have started out by saying, let me tell you the pros and cons of what happened and why we chose this and why we didn’t go to 34. Instead it was like, you know let’s talk about, we’ve got a couple of new shows that you want to know, it was like a plain old fashioned Netflix call. And it talked about the number of people who watch, and it turns out there’s a lot more people who, not enough people who don’t watch it anymore.
“It’s so much better than a typical media, it’s so much in sync, there’s no linear. . .I felt that, that maybe. . .that maybe they needed Warner more than, I know that’s almost a cliche. . .
“They skipped a beat. . .I think that you have to give them the benefit of the doubt. If you take a look at where the stock was when Reed Hastings started [inaudible]. I mean it’s been remarkable, and so, to not give them the benefit of the doubt, is just really being, too skeptical.
“I think he was a forerunner, believe it or not, to the things that we associate with NVIDIA and the fourth industrial revolution. He knew what you wanted, he predicted it correctly. He gave it to you. It’s almost as if David, this was what we do when we go on ChatGPT. He knew us. He knew us. He knew that I wanted Scarface, he knew that I wanted Narcos. That’s what he did.”
Harding Loevner Global Equity Strategy discussed Netflix, Inc. (NASDAQ:NFLX) in its fourth quarter 2025 investor letter:
“In Communication Services, Netflix, Inc.’s (NASDAQ:NFLX) solid quarterly results fell short of the market’s expectations. The company’s bid to acquire Warner Bros. added pressure to the share price, compounded by concerns that the rising popularity of short form video could pull viewers away from streaming apps.”
16. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holdings in Q4 2025: 115
Customer relationship management software provider Salesforce, Inc. (NYSE:CRM)’s shares are down by 33% over the past year and by 29% year-to-date. Truist discussed the firm on April 17th as it kept a Buy rating and a $280 share price target. The bank’s coverage followed Salesforce, Inc. (NYSE:CRM)’s TDX developer conference, as it noted that multiple price changes with the leading Agentforce AI platform had created unease with customers. Piper Sandler also discussed the firm on April 17th as it cut the share price target to $215 from $250 and kept an Overweight rating on the stock. The financial firm outlined that Salesforce, Inc. (NYSE:CRM), along with other enterprise software firms, could face a difficult operating environment in 2026 as AI software developers continued to expand their target markets. Piper Sandler added that investors were also rethinking long-term valuation assumptions of the sector. In this appearance, Cramer shared additional context about federal business:
“Let’s take Marc Benioff and his fallen star of Salesforce. He wanted defense business, ServiceNow, federal business. Federal business is huge for these kinds of companies. And you need federal business to be able to make the great mosaic.”
15. ServiceNow Inc. (NYSE:NOW)
Number of Hedge Fund Holdings in Q4 2025:
ServiceNow Inc. (NYSE:NOW), like other enterprise software products and services providers, has struggled in the stock market during today’s AI-driven investing era. Its shares are down by 52% over the past year and by 38% year-to-date. A major setback for ServiceNow Inc. (NYSE:NOW)’s stock occurred on April 23rd when it closed 17.8% lower. On the 22nd, the firm shared the impact of the ongoing conflict in the Middle East on its ability to close deals. TD Cowen discussed ServiceNow Inc. (NYSE:NOW)’s shares on April 16th as it cut the share price target to $140 from $185 and kept a Buy rating on the stock. The financial firm cited its channel checks as part of the coverage to explain that AI adoption and platform usage were demonstrating healthy metrics. Deutsche Bank also discussed ServiceNow Inc. (NYSE:NOW) on the 16th as it reduced the price target to. $135 from $180 and kept a Buy rating. Cramer discussed the role federal business plays for ServiceNow Inc. (NYSE:NOW) and its peer Salesforce:
“Let’s take Marc Benioff and his fallen star of Salesforce. He wanted defense business, ServiceNow, federal business. Federal business is huge for these kinds of companies. And you need federal business to be able to make the great mosaic.”
14. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holdings in Q4 2025: 169
Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 29.5% over the past year and flat year-to-date. Cramer is one of the strongest proponents of the firm, as he has asserted on multiple occasions that it is worthwhile to own the shares instead of trading them. The CNBC TV host defended Apple Inc. (NASDAQ:AAPL) throughout 2025 even as sentiment for the stock fluctuated due to factors such as concerns about the firm’s artificial intelligence roadmap and the demand for the iPhone. Financial firm Bernstein discussed Apple Inc. (NASDAQ:AAPL) on March 18th and maintained an Outperform rating and a $340 share price target. Bernstein believes that the consumer electronics firm is broadening its product portfolio to target the lower end of the market as well. In this appearance, Cramer criticized media coverage of Apple Inc. (NASDAQ:AAPL):
“I wanted to just highlight that we’ve seen a tremendous run in Intel cause we need CPUs and we’ve seen it in AMD. What we haven’t see is a run in Apple, it’s still kind of hanging there, it’s a Mag 7 that’s done okay. But this morning, Wamsi Mohan, who’s a really a very fine analyst, respected a great deal by the Apple people, Bank of America, does a piece which talks about how they’re the ones who don’t have any memory problems, they’ve got the chips. And right on top of that Loop Capital does a piece which talks about [inaudible] iPhone demand. All within the context David, of a surge in China demand that we’re not talking about, some people say it’s 40% above, some people say it’s 20% above, I’ll say it’s 30, I’ll take the average. It’s killing it in China, just killing it. No one’s talking about that. So you’ve got memory, you’ve got great demand in China, you’ve got terrific new products, and, foldable phone in the fall. And all the press writes about is people who are leaving Apple. Today we have another person leaving, well he’d been there for 31 years, was he supposed to die at his desk? Oh no he chose not to die at his desk, he chose to retire. Will you give me a break? Tim Cook has great people.”
13. CrowdStrike Holdings Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q4 2025:
Cybersecurity software provider CrowdStrike Holdings Inc. (NASDAQ:CRWD)’s shares are up by 5.5% over the past year and are down by 1.20% year-to-date. Baird discussed the firm on April 8th as it reiterated a Hold rating and a $460 share price target. The coverage came a couple of days after Benchmark had discussed CrowdStrike Holdings Inc. (NASDAQ:CRWD)’s stock on April 1st. It had initiated coverage with a $500 share price target and a Buy rating. According to Benchmark, the software firm is a good pick due to its ability to hold its ground against AI and strong financial performance. Cramer has also often touted the cybersecurity sector as being relevant in today’s AI-dominated market. He believes that firms such as CrowdStrike Holdings Inc. (NASDAQ:CRWD) stand to benefit from a growth in data usage due to AI and the emerging threats to American infrastructure from state actors. In this appearance, he discussed CrowdStrike Holdings Inc. (NASDAQ:CRWD) and AI firm Anthropic:
“I think that people want to buy Anthropic so badly. There’s a lot of ways to buy analogues to Anthropic. I would buy Crowdstrike, because I think Crowdstrike can save us from the craziness of what can happen.
“Now here’s a stock that I think we mention only peripherally. But you know Crowdstrike works with them about how to deal with these things. And Crowdstrike’s part of that project. And Crowdstrike, David, was at 566, and it’s 429, I’d buy that. I would.”
12. Atlassian Corporation (NASDAQ:TEAM)
Number of Hedge Fund Holdings in Q4 2025:
Atlassian Corporation (NASDAQ:TEAM) is an enterprise productivity software provider whose shares are down by 68% over the past year and by 53% year-to-date. Mizuho discussed the firm in March as it cut the share price target to $185 from $205 and kept an Outperform rating on the shares. The financial firm discussed Atlassian Corporation (NASDAQ:TEAM)’s restructuring plans through which the firm aims to reduce its workforce by 10% and save roughly $390 million, and added that investors were paying less for the firm’s peers. DA Davidson also discussed the restructuring efforts, as it remarked that software firms can benefit from relying on artificial intelligence to streamline their operations. Cramer briefly discussed Atlassian Corporation (NASDAQ:TEAM) after he discussed Crowdstrike, and not only remarked that he wouldn’t buy the firm but added a swipe made at his co-host, David Faber:
“But I don’t want to buy Atlassian. I know you’ve been itching to buy Atlassian. Simple TEAM.”
Artisan Mid Cap Fund discussed Atlassian Corporation (NASDAQ:TEAM) in its third quarter 2025 investor letter:
“Atlassian Corporation (NASDAQ:TEAM) is a leading provider of team collaboration software. We believe the company’s recent results reinforce the rationale behind our decision to exit the position. While cloud revenue growth remains healthy at 26% year-over-year, the deceleration from prior quarters suggests limited near-term acceleration in cloud migration. Ongoing concerns about Atlassian’s seat-based pricing model, alongside broader uncertainty about the impact of AI on knowledge-based jobs, continue to weigh on sentiment. In our view, Atlassian must evolve from its traditional SaaS model toward a more usage-based or value based monetization approach. However, this strategic shift lacks strong valuation support unless executed rapidly and effectively. Our evolving perspective on SaaS fundamentals over the past six months, combined with the belief that meaningful upside is unlikely until its AI investments begin delivering substantial revenue, ultimately led us to fully exit the position.”
11. Prologis, Inc. (NYSE:PLD)
Number of Hedge Fund Holdings in Q4 2025:
Prologis, Inc. (NYSE:PLD) is a real estate firm that operates in the logistics and supply chain industry. Its shares are up by 39% over the past year and by 10% year-to-date. In April, Prologis, Inc. (NYSE:PLD)’s shares have gained 7.5%. BMO Capital discussed the firm on March 17th as it raised the share price target to $137 from $123 and a Market Perform rating on the shares. The coverage came after Bank of America had raised Prologis, Inc. (NYSE:PLD)’s share price target to $153 from $147 and reiterated a Buy rating. BofA outlined that the real estate firm was among the best performing industrial real estate investment trusts since its fourth quarter earnings and added that the recent weakness in Prologis, Inc. (NYSE:PLD)’s shares could represent a buying opportunity. The bank also raised its estimates for the REIT due to a larger data center opportunity:
“Like if you go to the Prologis conference call, the buildout. They were not promotionalist quarter, PLD. But oh my god it’s a great conference call, stock is up four. They’ve got the buildout data center, finally rates are ticking up. They can be a factor.”
10. Lennar Corporation (NYSE:LEN)
Number of Hedge Fund Holdings in Q4 2025:
Lennar Corporation (NYSE:LEN) is one of the largest homebuilders in America. Its shares are down by 12.6% over the past year and 9.8% year-to-date. Jim Cramer frequently discussed the firm in his appearances on CNBC. Recently, Cramer has started to point out that lower interest rates will help Lennar Corporation (NYSE:LEN). His remarks come as President Trump’s pick for the Federal Reserve Chairman, Kevin Warsh, appears in the Senate. Investment bank Goldman Sachs discussed Lennar Corporation (NYSE:LEN) on January 13th as it bumped the share price target to $125 from $120 and kept a Neutral rating on the stock. The bank discussed the current state of the housing market and remarked that the homebuilder could experience margin pressures later this year as it tries to boost demand for its products. In this appearance, Cramer remarked that Lennar Corporation (NYSE:LEN)’s stock could go higher:
“Lennar, it could go 50 points higher. David, rates are coming down.”
ClearBridge Select Strategy discussed Lennar Corporation (NYSE:LEN) in its fourth quarter 2025 investor letter:
“Advance Auto Parts†, Jacobs Solutions (J; 2.08%**), and Lennar Corporation (NYSE:LEN) (LEN; 0.96%**) were the weakest performers in the quarter. Lennar shares fell late in the quarter after the company offered weaker-than-expected guidance across orders, deliveries, and margins in the company’s fiscal first quarter. Management noted that the housing market remains challenging, despite interest rates continuing to come down.”
9. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holdings in Q4 2025: 131
Banking giant JPMorgan Chase & Co. (NYSE:JPM)’s shares are up by 27% over the past year and down by 5.3% year-to-date. Keefe, Bruyette & Woods discussed the firm on April 15th as it kept an Outperform rating on the stock and a $363 share price target. The financial firm outlined that JPMorgan Chase & Co. (NYSE:JPM) was experiencing solid returns on activity and delivering just as well as its peers. According to The Fly, Evercore ISI discussed the banking giant on April 20th. It raised the share price target to $340 from $320 and kept an Outperform rating on the stock. The financial firm cited JPMorgan Chase & Co. (NYSE:JPM)’s latest quarterly results and praised the bank’s trading performance. The bank had reported its first quarter earnings on April 14th and posted $50.5 billion in revenue and $5.94 in earnings per share to beat analyst estimates of $49.17 billion and $5.45. Cramer briefly discussed JPMorgan Chase & Co. (NYSE:JPM)’s earnings call:
“What it did, was give a conference call which was one giant screed. It was a screed. Disregulation is bad, disregulation is bad. I don’t like disregulation.”
8. Citigroup Inc. (NYSE:C)
Number of Hedge Fund Holdings in Q4 2025: 115
Renowned bank Citigroup Inc. (NYSE:C)’s stock is up by 87% over the past year and by 7.8% year-to-date. Bank of America discussed the firm on March 27th as it reiterated a Buy rating and a $140 share price target. BofA’s coverage came amidst reports that Citigroup Inc. (NYSE:C) was interested in mergers and acquisitions and added that the firm should be focused on existing dealings with regulators. RBC Capital bumped Citigroup Inc. (NYSE:C)’s share price target to $139 from $121 and kept an Outperform rating on the shares on April 15th. The financial firm’s coverage came after the bank reported its first-quarter earnings. On the same day, BofA raised the share price target to $150 from $140 and kept its Buy rating. BofA remarked that Citigroup Inc. (NYSE:C)’s latest earnings only added to its conviction that the bank was among the top players in the sector. Cramer also praised the bank and its earnings call:
“Then you go listen to Jane Fraser. And she says, we had an amazing quarter, this grew 16, this grew 30, I like this one, this can get even better. It was like a call from a company that is on the move. And no complaining about the regulations.”
7. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holdings in Q4 2025: 72
Banking giant Wells Fargo & Company (NYSE:WFC)’s stock is up by 13.9% over the past year and down by 16.6% year-to-date. KGI Securities discussed the firm on April 16th as it set an $88 share price target and downgraded the rating to Hold from Outperform. The shift came after the bank reported its first quarter earnings and posted $5.3 billion in net income or $1.60 in earnings per share. Financial firm Jefferies had initiated coverage of Wells Fargo & Company (NYSE:WFC) on March 25th as it set a Buy rating and a $100 share price target. Jefferies discussed the Federal Reserve’s lifting of the bank’s asset cap last year to outline that the bank was now on a path to recover its return on equity. It added that following the removal, Wells Fargo & Company (NYSE:WFC) could grow its balance sheet and improve its operating margin. In his previous comments about the bank, Cramer has repeatedly praised the firm’s CEO. In this appearance, he once again praised the executive and briefly discussed Wells Fargo & Company (NYSE:WFC)’s share price:
“Hey listen we bought Wells Fargo at 33. All right? Wells Fargo at 33 was doing good. That’s when it was good. Charlie Scharf.”
6. United Airlines Holdings, Inc. (NASDAQ:UAL)
Number of Hedge Fund Holdings in Q4 2025:
United Airlines Holdings, Inc. (NASDAQ:UAL)’s shares are up by 36% over the past year and are down by 17% year-to-date. TD Cowen discussed the firm on April 2nd as it reduced the share price target to $120 from $140 and kept a Buy rating on the stock. Some of the factors that the firm discussed in its coverage included weakness in consumer spending, higher energy prices, and their impact on the demand for travel. In March, UBS had discussed United Airlines Holdings, Inc. (NASDAQ:UAL)’s shares as it trimmed the share price target to $134 from $135 and kept a Buy rating. The bank explained that the firm was in a better position to manage the ongoing turmoil in the travel industry due to robust management practices. Cramer also praised United Airlines Holdings, Inc. (NASDAQ:UAL) and its management:
“Phil Lebow had a piece this morning, that was a clinic about the airlines. I would buy United, United’s going to have an unbelievable quarter. . .well that’s [lack of jet fuel in Europe] no longer an issue. It killed the stock, it killed them. I think you could buy them, it’s not going to be an issue, jet fuel.”
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