In this article, we will discuss: Jim Cramer Discussed The Iran Ceasefire & Commented On These 5 Stocks. For more stocks, you can head to Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks.
5. Walmart Inc. (NASDAQ:WMT)
Number of Hedge Fund Holders: 114
Retail giant Walmart Inc. (NASDAQ:WMT) is one of Cramer’s top stocks in the space. Throughout 2025, the CNBC TV host repeatedly praised the firm for its ability to keep prices low for consumers, compete against Amazon, and its scale. Walmart Inc. (NASDAQ:WMT)’s shares are up by 49.8% over the past year and by 8.6% year-to-date. On February 25th, Tigress Financial bumped the firm’s share price target to $150 and kept a Buy rating on the stock. At the heart of the coverage was Walmart Inc. (NASDAQ:WMT)’s successful transformation into a digitally-driven retailer as opposed to primarily being a brick-and-mortar firm. The financial firm added that the retailer could also apply its successful strategies abroad and praised the performance of its advertising business. Cramer, on the other hand, again praised Walmart Inc. (NASDAQ:WMT)’s ability to help consumers with inflation:
“And I will tell you that Sam’s Club is doing incredibly well. That’s for Walmart. And, Walmart is at 125 and I think it can go higher. And Walmart and Costco are what you do, where you go, when things are very inflationary. They’ve worked and they’ll continue to work.”
4. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders: 63
Luxury apparel and consumer goods maker Tapestry, Inc. (NYSE:TPR)’s shares are up by a strong 131% over the past year and by 8.6% year-to-date. A major movement in the stock occurred between February 4th and February 6th when it gained 17%. Tapestry, Inc. (NYSE:TPR) reported its fiscal second-quarter earnings on the 5th. The firm posted $2.5 billion in revenue and $2.69 in adjusted earnings per share to beat analyst estimates of $2.32 billion and $2.22. Additionally, Tapestry, Inc. (NYSE:TPR) also raised its full-year earnings guidance to $6.40 and $6.45 per share from the earlier $5.45 to $5.60. BNP Paribas discussed the stock on February 13th as it initiated coverage with a $176 share price target and a Buy rating. Its coverage came after TD Cowen had raised the share price target to $175 from $150 and kept a Buy rating. Finally, UBS had also bumped Tapestry, Inc. (NYSE:TPR)’s share price target after the earnings. It raised the target to $141 from $125 and kept a Neutral rating on the 9th. Given the overall positive sentiment for the firm, Cramer’s comments are unsurprising:
“I do like Tapestry, I think they’re doing a very good job.”
3. Kontoor Brands, Inc. (NYSE:KTB)
Number of Hedge Fund Holders: 24
Apparel company Kontoor Brands, Inc. (NYSE:KTB)’s shares are up by 29% over the past year and by 9.8% year-to-date. Most of the share price movement in 2026 has been due to an upward trend since February. A catalyst in March saw the shares close 20.6% higher on the 3rd. During this time period, Kontoor Brands, Inc. (NYSE:KTB) reported its earnings for the fourth quarter. The results saw the firm post $1 billion in revenue and $1.73 in adjusted earnings per share to beat analyst estimates of $799 million and $1.36. Jefferies discussed Kontoor Brands, Inc. (NYSE:KTB)’s shares on February 4th as it set a Hold rating and a $65 share price target. Some of the factors that the financial firm discussed included the apparel company’s free cash flow profile and its valuation multiple. While Jefferies cited these as positives, it added that Kontoor Brands, Inc. (NYSE:KTB) was facing risks from its Helly Hansen acquisition. This acquisition was also on Cramer’s mind as he briefly commented on the firm:
“The sleeper there, by the way, is Kontoor Brands, which, they bought Helly Hansen which is a fantastic brand.”
2. ONEOK, Inc. (NYSE:OKE)
Number of Hedge Fund Holders: 46
ONEOK, Inc. (NYSE:OKE) is a midstream oil and gas company headquartered in Oklahoma. Its shares are up by 15% over the past year and by 21% year-to-date. Wells Fargo discussed ONEOK, Inc. (NYSE:OKE)’s shares on March 25th as it significantly raised the share price target to $100 from $81 and upgraded the rating to Overweight from Equal Weight. The coverage was based on the conflict in Iran, as Wells Fargo claimed that ONEOK, Inc. (NYSE:OKE) could benefit from a growth in demand for US energy. Barclays raised the share price target to $82 from $76 and kept an Equal Weight rating on March 6th. According to Barclays, ONEOK, Inc. (NYSE:OKE) could benefit from demand in lower-tier gas basins. However, between March 30th and April 1st, the shares dropped by 6%. Like the analysts, Cramer also commented on the positive impact of the current environment on ONEOK, Inc. (NYSE:OKE):
“I’ve got Oneok tonight which is one of my favorite stocks ever. One Oak is the kind of stock you buy in this environment. Pierce Norton, they put together a great pipeline. People want pipelines. . .”
1. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 256
Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are up by 12.7% over the past year and are down by 11.6% year-to-date. Cramer has discussed the firm several times over the past couple of months. Most of the turmoil in Meta Platforms, Inc. (NASDAQ:META)’s stock has been due to the firm’s multi-billion -dollar capital expenditure plans. While the stock has reacted poorly, Cramer has defended the firm on multiple occasions. The CNBC TV host has asserted that Meta Platforms, Inc. (NASDAQ:META) is spending aggressively to protect its moat in the social media sector from OpenAI. Investment bank Morgan Stanley discussed the firm on March 30th. It cut the share price target to $775 from $825 and kept an Overweight rating on the shares. Designating the firm as a Top Pick, Morgan Stanley remarked that weakness in the advertising sector and long-term AI positioning concerns had led sentiment to dip to a low. Cramer also mentioned the weak sentiment surrounding Meta Platforms, Inc. (NASDAQ:META), and, like Morgan Stanley, remained optimistic about the firm’s long term prospects:
“I think that Meta, the price targets are coming down and I think Meta’s making a huge amount of money. But it doesn’t matter. That is an inexpensive stock that doesn’t seem to get a lot of love anymore.
“I did a lot of work on the lawsuit that they lost and I am convinced that it, that California went. . .I thought that this was almost a win.”
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