In this article, we will discuss: Jim Cramer Discussed These 5 Stocks Including A Hidden Gem & An AI Short. For more stocks, you can head to Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short.
5. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holdings in Q4 2025: 82
NIKE, Inc. (NYSE:NKE) is a stock that Jim Cramer has changed his mind about over the past couple of months. Throughout 2025, the CNBC TV host remained optimistic about the firm’s ongoing turnaround and confident in its CEO, Elliott Hill’s ability to execute. However, more recently, while he still remains a believer, Cramer is more uncertain about the turnaround. NIKE, Inc. (NYSE:NKE)’s shares are down by 25.6% over the past year and by 29% year-to-date. Wells Fargo discussed the firm on May 8th as it cut the share price target to $45 from $55 and reduced the rating to Equal Weight from Overweight. The bank remarked that NIKE, Inc. (NYSE:NKE) was operating in a highly saturated market. In this appearance, Cramer compared the retailer VF Corp and its success with Vans:
“Nike needs to do what they did Vans. They have to, they have to. By the way, a lot of insiders bought in Nike, and we gotta see what they bought for. I hold these truths as not self evident. . .turnarounds can be very difficult.”
Matrix Asset Advisors discussed NIKE, Inc. (NYSE:NKE) in its Q1 2026 investor letter:
“We also started a partial position in NIKE, Inc. (NYSE:NKE), a premier athletic shoe and sports apparel company. The company’s share price has fallen sharply due to weak sales in China, a strategic misstep toward direct-to-consumer sales that has hurt long-standing relationships with wholesale partners, and competition from newer brands. After several years of poor results, the company brought in a new CEO in 2024 to repair its relationships with global retailers and restore its image as a sports-focused company. The company has cautioned that there are ongoing challenges from tariffs, consumers buying lower-cost alternatives, and high inventory levels. The stock is down more than 65% from its 2021 high of $179, as its earnings declined from $3.56 per share to an estimated $1.55 in the year ending 8/26. Our interest was piqued when we saw significant insider buying of stock at prices below $60. The stock has pulled back from our initial buys, and when cash is available, we expect to continue to slowly add to our position in the company. We believe the turnaround at Nike will take time, but the risk/reward at the current price is very attractive.”
4. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holdings in Q4 2025: 106
Costco Wholesale Corporation (NASDAQ:COST) has remained one of Jim Cramer’s favorite stocks despite the market’s ups and downs. The CNBC TV host continues to praise the firm’s management, its market share, new initiative and other factors. Costco Wholesale Corporation (NASDAQ:COST)’s stock is up by 1.9% over the past year and by 20% year-to-date. Oppenheimer discussed the firm on May 19th as it raised the share price target to $1,160 from $1,000 and kept an Outperform rating. The coverage came ahead of the retailer’s earnings as the financial firm remarked that it remained optimistic about Costco Wholesale Corporation (NASDAQ:COST) over the long term even though the firm might face near-term margin pressures due to high fuel prices. In this appearance, Cramer discussed the retailer’s history:
“My oldest stock, in my trust, and I’ve got to tell you. . .oh my god, we were worried about the signups, and whether the young people were signing up and were on dotcom. And we bought gold. There’s so many things that are terrific. When Richard Galanti retired, man is the longest running CFO, a lot of people worried. But Richard assured us, do not worry. And it’s terrific.”
3. Hasbro, Inc. (NASDAQ:HAS)
Number of Hedge Fund Holdings in Q4 2025: 55
Hasbro, Inc. (NASDAQ:HAS) is a well-known toy and game company. Its shares are up by 33% over the past year and by 6% year-to-date. Wells Fargo discussed the firm on March 11th as it initiated coverage. The bank set a $98 share price target and an Equal Weight rating for Hasbro, Inc. (NASDAQ:HAS)’s shares. It remarked that the toy company was losing market share and growth in its industry was difficult. Wells Fargo added that the risk-reward ratio for the firm appeared to be balanced. Cramer doesn’t discuss the stock often. He commented in 2025 that Hasbro, Inc. (NASDAQ:HAS) could suffer from trade tensions between the US and China since it relied on Chinese plastic for its products. In September 2025, on Mad Money, he remarked that the firm was a good investment since its gaming business was doing well. In this appearance, he shared his latest on Hasbro, Inc. (NASDAQ:HAS)’s performance:
“They’ve had some good times. . .Hasbro has had a great run. . .”
2. Dollar General Corporation (NYSE:DG)
Number of Hedge Fund Holdings in Q4 2025: 57
Dollar General Corporation (NYSE: DG) is a discount retailer. Its shares are up by a modest 4.2% over the past year and are down by 22% year-to-date. Evercore ISI discussed the firm on April 21st as it reduced the share price target to $145 from $150 and reiterated an In Line rating on the shares. Earlier, UBS had discussed Dollar General Corporation (NYSE: DG)’s stock on April 2nd as it reiterated a Buy rating and a $168 share price target. The bank’s coverage came after it met with the firm’s top executives, as it shared that the company was benefiting from strong performance in non-consumables and building momentum for its CEO transition due in 2027. Cramer discussed Dollar General Corporation (NYSE: DG) in March and remarked that the firm was expanding in the food category and had brought on management with the solid expertise of doing so. In this appearance, he tied the stock to the conflict in Iran:
“Again, if the war ended, you go buy Dollar General.”
1. Casey’s General Stores, Inc. (NASDAQ:CASY)
Number of Hedge Fund Holdings in Q4 2025: 47
Convenience store firm Casey’s General Stores, Inc. (NASDAQ:CASY)’s shares are up by 85% over the past year and by 48% year-to-date. Keybanc discussed the firm on April 24th as it raised the share price target to $860 from $830 and kept an Overweight rating on the stock. Some of the factors that Keybanc discussed in its coverage include fuel margins and industry consolidation. As for Cramer, just as was the case in 2025, he is still a fan of Casey’s General Stores, Inc. (NASDAQ:CASY)’s breakfast pizza. The CNBC TV host recommended the stock in this appearance:
“I’m gonna recommend a stock. Casey General, unbelievable. It’s doing so well. This morning, we’ve got, you know the analysts one by one, today’s Blair. But they have a breakfast pizza, you know I’m a ham egg and cheese guy. I thought the breakfast pizza was a killer. They’re in small towns all over the place. There you go, Casey General.”
Carillon Eagle Mid Cap Growth Fund discussed Casey’s General Stores, Inc. (NASDAQ:CASY) in its Q1 2026 investor letter:
“Casey’s General Stores, Inc. (NASDAQ:CASY) operates a chain of convenience stores that sell fuel, groceries, and freshly prepared food, such as pizza, primarily in small-town and rural areas across the Midwest. The stock performed well, driven by strong quarterly results, with continued strength in fuel margins and robust in-store sales, particularly in prepared foods and pizza. It also benefitted from expectations that recent increases in oil prices could further expand fuel margins.”
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