Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short

7. International Business Machines Corporation (NYSE:IBM)

Number of Hedge Fund Holdings in Q4 2025: 63

International Business Machines Corporation (NYSE:IBM)’s shares have struggled recently as they are down by 1.9% over the past year and by 12.9% year-to-date. RBC Capital discussed the firm on May 7th as it cut the share price target to $300 from $330 and kept an Outperform rating. The bank remarked that its coverage came after International Business Machines Corporation (NYSE:IBM)’s IBM Think conference and added that its coverage reflected a compression in peer valuation multiples. The software and enterprise computing firm is one of Cramer’s top stocks. Throughout 2025, the CNBC TV host praised International Business Machines Corporation (NYSE:IBM) for its software business and its quantum computing efforts. So, naturally, he isn’t pleased with the recent share price performance:

“IBM is I think overdone because of the downside. people feel it doesn’t have the right, its quantum is not big enough to offset the software it has. You don’t need the consultants, because the stuff’s so easy. You know that. It’s the rap, that’s the Anthropic rap.”