In this article, we will discuss: Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 5 Stocks. For more stocks, you can head to Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks.
5. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings in Q4 2025: 114
Aerospace giant The Boeing Company (NYSE:BA)’s shares are up by 27% over the past year and by 2% year-to-date. Citigroup discussed the firm on April 2nd as it reduced the share price target from $290 to $256 and kept a Buy rating on the shares. Citi’s coverage came after Jefferies and Wells Fargo discussed The Boeing Company (NYSE:BA) on April 1st. Jefferies reiterated a Buy rating and a $295 share price target while Wells Fargo initiated coverage to set a $250 share price target and an Overweight rating. Wells Fargo discussed The Boeing Company (NYSE:BA)’s free cash flow as it pointed out that the metric could stabilize as the company improves its production. Wells added that the aerospace company’s share price could also experience tailwinds through improved production. Cramer discussed The Boeing Company (NYSE:BA)’s CEO:
“I mentioned Boeing, it’s up six, it maybe already too late, I don’t know. I happen to think, David, Kelly Ortberg. . .I think he’s the hitter that they needed, I think he’s exacting, I think he’s the signal not the noise.”
4. Carvana Co. (NYSE:CVNA)
Number of Hedge Fund Holdings in Q4 2025:
Used car retailer Carvana Co. (NYSE:CVNA)’s stock is up by 69% over the past year and by a more modest 2% year-to-date. JPMorgan discussed the firm on April 2nd as it cut the share price target to $455 from $490 and kept an Overweight rating. Some of the factors that JPMorgan discussed included rising fuel costs, which the bank worried could affect Carvana Co. (NYSE:CVNA)’s margins. In March, William Blair discussed the firm and maintained an Overweight rating. It outlined that the car retailer expects to grow its retail units by 20% to 40% in over the next four to ten years. Cramer likened Carvana Co. (NYSE:CVNA)’s stock to a springed coil:
“A lot of times what you want to do in these kind of markets you want to look at stocks that are heavily shorted that can really do benefit from lower rates that have been pressed down. And that comes out to be Carvana. Now it’s up 20, that’s not my style. Ernie Garcia still hitting the numbers, stock’s down almost 10%. That’s just the kind of thing that a coiled spring works, it just works.”
Carillon Eagle Mid Cap Growth Fund discussed Carvana Co. (NYSE:CVNA) in its Q1 2026 investor letter:
“Carvana Co. (NYSE:CVNA) is an online used car retailer that enables customers to buy, sell, and finance vehicles through a fully digital platform. The stock sold off on quarterly results. While new units and revenue were strong, profitability trailed expectations. Costs associated with refurbishing vehicles rose more than expected. This cost issue is likely to take at least a quarter to regain control and in the near term takes the luster away from very strong unit growth.”
3. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holdings in Q4 2025:
International Business Machines Corporation (NYSE:IBM) is one of Jim Cramer’s top stocks when it comes to quantum computing. The CNBC TV host continued to recommend the firm throughout 2025 as the market speculated on other quantum computing stocks such as D-Wave and Rigetti. International Business Machines Corporation (NYSE:IBM)’s shares are down by 1.8% over the past year and by 20% year-to-date. As per The Fly, Jefferies reduced the share price target to $320 from $370 and kept a Buy rating on the shares. The coverage came ahead of International Business Machines Corporation (NYSE:IBM)’s earnings, with Jefferies commenting that the firm could beat analyst first-quarter estimates. Cramer discussed why he believes the firm is a top quantum computing stock pick and called the popular quantum computing stocks “science projects”:
“The quantum stocks are IBM. . . And if you go off and you buy these other science projects, good luck.
“. . .You know that IBM has actual quantum.”
2. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holdings in Q4 2025: 79
Honeywell International Inc. (NASDAQ:HON) is one of the largest industrial conglomerates in the world. Its shares are up by 12.7% over the past year and by 8.8% year-to-date. The firm has been busy with its spinoffs for more than a year now, and recently, reports have surfaced suggesting that it will also spin off its quantum computing business, Quantinuum. Throughout 2025, Cramer has been one of the biggest proponents of Honeywell International Inc. (NASDAQ:HON) when it came to quantum computing. More recently, in January, he called the upcoming spinoff one of the best plays in the sector. In this appearance, he remarked that other quantum computing stocks like D-Wave and Rigetti were science projects:
“The quantum stocks are. . .Honeywell. And if you go off and you buy these other science projects, good luck.
“Look, Honeywell’s got a spinoff, they’ve got one Quantinuum it’s gonna be spun off a little more than 50%.”
Here’s what he said about Honeywell International Inc. (NASDAQ:HON) in January:
“If you take a look at a company like Honeywell which has just had a dramatic run here. Yeah that is without a doubt, a sign, that’s not a data center play. That’s aerospace pureplay coming. And this Quantinuum, this spinoff, that they own 53% of, this is going to be the best quantum play. So people going nuts for a quantum. So congratulations to Vimal Kapur to see the light that he had to spinoff that business. And it’s going to be the one that everybody wants, because quantum is so exciting to people.”
1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings in Q4 2025: 288
Financial firm TD Cowen discussed technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares on April 15th as it raised the share price target to $375 from $365 and kept a Buy rating on the stock. The coverage came as part of the bank’s earnings preview, as it remarked that Alphabet Inc. (NASDAQ:GOOGL)’s advertising business could perform as well as its checks suggested that there could be acceleration in the digital advertising sector. TD Cowen added that the technology company could also experience acceleration in its cloud and other businesses. Cramer has been increasingly optimistic about Alphabet Inc. (NASDAQ:GOOGL) over the past couple of months and praised its different businesses. In this appearance, he maintained his view that the firm is a top play in the quantum computing sector:
“The quantum stocks are Google. . .And if you go off and you buy these other science projects, good luck.
“And then Google’s got the best quantum, go buy Alphabet. Alphabet, David, we always forget, that they should be in the conversation when we do, Anthropic, OpenAI, they’re so great. And they’re not in the conversation enough!”
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