Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks

11. Valero Energy Corporation (NYSE:VLO)

Number of Hedge Fund Holdings in Q4 2025: 65

Valero Energy Corporation (NYSE:VLO) is an American oil and gas refining and marketing company. Its shares are up by 119% over the past year and by 46% year-to-date.  Piper Sandler discussed Valero Energy Corporation (NYSE:VLO)’s shares on April 8th as it raised the share price target to $263 from $236 and kept an Overweight rating on the stock. The financial firm commented that Valero Energy Corporation (NYSE:VLO) could face headwinds in 2026 but perform well in the subsequent years. Consequently, Piper Sandler cut the oil company’s first-quarter earnings and operating income estimates. Banking giant Goldman Sachs discussed Valero Energy Corporation (NYSE:VLO)’s shares on March 12th as it raised the share price target to $237 from $203 and kept a Buy rating. Goldman remarked that the coverage reflected an upgrade for the sector in the aftermath of hostilities in Iran. Cramer discussed Valero Energy Corporation (NYSE:VLO) in the context of hostilities in Iran and the Permian Basin:

“I will say that, the Permian there’s been no pickup because these oil companies they say, we’ve seen it all before. I think that’s precisely wrong. They haven’t seen it all before. This is different. No one thinks that this is going to be short term. But that’s why you can still buy the refiners, David. . .you can still buy Valero. Okay. . .”