In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the sentiment among CEOs when it came to President Trump. He commented that executives were wary of openly discussing Trump, and added that the hesitance appeared to be stemming from their fiduciary duty to shareholders:
“Yeah well, I guess the memo is, among these executives, it’s ill-advised to take the President on. I mean Jamie Dimon, 69 [inaudible] he’s done a remarkable job. . .I talk to all the CEOs I mention here, fortunately I have a good network. And for the most part, they just won’t discuss the President. I don’t take that to mean that they think he’s the greatest. There are people who say look it’s great that there is less regulation. But, something like, that they might let slip, a criticism, and they may not have said, these are all off the record discussions, I’m not going to betray them, but they might let it slip anywhere. Could make it so that their shareholders would feel like, why did you send their stock down? it’s fear of the President and fear of the shareholders saying, how could you not realize the President can do whatever he wants.?”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on January 23rd and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holdings: 55
Logistics giant United Parcel Service, Inc. (NYSE:UPS)’s shares are down by 21% over the past year and are up by 4% year-to-date. Evercore ISI raised the firm’s share price target to $113 from $94 and kept an In Line rating in January. The financial firm pointed out that United Parcel Service, Inc. (NYSE:UPS) was experiencing macroeconomic uncertainty but could see stable earnings performance. Earlier in the month, JPMorgan had raised the firm’s share price target to $99 from $97 and kept a Neutral rating. It outlined that the logistics company could suffer from lower rates in the coming months. More recently, Bernstein raised United Parcel Service, Inc. (NYSE:UPS)’s share price target to $128 from $125 and kept an Outperform rating on the shares. It pointed out that the retailer’s margins appeared to be improving despite dipping volumes due to a de-linking with Amazon. The shares are 2.3% lower since the firm reported its earnings. Cramer commented on the results in a tweet as he outlined:
“Big short squeeze coming UPS on sharply better than expected numbers”
The CNBC TV host then proceeded to praise United Parcel Service, Inc. (NYSE:UPS)’s dividend:
“UPS and KMB together part of a safe dividend portfolio”
9. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings: 75
Corning Incorporated (NYSE:GLW) is one of the largest glass manufacturers in the world. The shares are up by 104% over the past year and by 12% year-to-date. The firm’s earnings report and a deal with social media giant Meta Platforms have led to several analysts discussing its stock. For instance, Wolfe Research raised Corning Incorporated (NYSE:GLW)’s share price target to $130 from $100 and kept an Outperform rating after the Meta deal was announced. The financial firm believes that the deal can double the glass manufacturer’s revenue and might be followed by another one with software giant Microsoft. Similarly, Oppenheimer raised Corning Incorporated (NYSE:GLW)’s share price target to $120 from $100 and kept an Outperform rating. It pointed out that the firm can scale its optical business to outdo its first-quarter guidance provided during the latest earnings report. As for Cramer, the CNBC TV host has repeatedly discussed Corning Incorporated (NYSE:GLW)’s potential to replace copper inside chips with glass for improved performance. In a tweet, he reiterated the opinion:
“Wait until CNBC Investing Club name Corning starts replacing copper INSIDE the chip….”
8. CSX Corporation (NASDAQ:CSX)
Number of Hedge Fund Holdings: 75
CSX Corporation (NASDAQ:CSX) is one of the largest railroad companies in America. The shares are up by a modest 13.8% over the past year and by 3.5% year-to-date. Susquehanna raised the firm’s share price target to $39 from $38 and maintained a Neutral rating after the firm’s latest earnings report. The earnings saw CSX Corporation (NASDAQ:CSX) post $3.50 billion in revenue and $0.39 in profit per share. Both of these missed analyst estimates of $3.54 billion and $0.41. Following the earnings, Bernstein also discussed the railroad company. It trimmed CSX Corporation (NASDAQ:CSX)’s share price target to $36 from $37 and kept a Market Perform rating. The financial firm pointed out that the earnings miss during the quarter was narrower if one-time charges were removed from the figure. Cramer discussed the potential of a merger between CSX Corporation (NASDAQ:CSX) and Berkshire Hathaway’s Burlington:
“And I want people to watch CSX, okay. CSX is good. Steve Angel, formerly of Linde, is now running. Now before this, Joe Hinrichs, I happen to have thought he was doing a great job. He was railroad man of the year who was railroaded by the board. But I think Steve Angel is going to be, he is an industrialist. We’ve had all these people who like to keep the trains on time. Who knows what happens when you have a genuine industrialist, who maybe can talk, to the new CEO of Berkshire Hathaway who dumped all the Kraft Heinz and say, okay look, let’s put Burlington Northern together with CSX. I think that’s going to happen, it’s big, it’s a prediction, I know, but I am out there but I’m going to be right.”
7. Berkshire Hathaway Inc. (NYSE:BRK-B)
Number of Hedge Fund Holdings: 128
Berkshire Hathaway Inc. (NYSE:BRK-B) is Warren Buffett’s well-known investment holding company. The shares are up by a modest 1.4% over the past year and are down by 4.20% year-to-date. However, still, 2026 has been an important year for Berkshire Hathaway Inc. (NYSE:BRK-B). One of the firm’s key businesses is the insurance business, and ranking agency AM Best announced in January that Warren Buffett’s firm was now the world’s biggest insurance company after it surpassed Allianz SE. 2026 has been muted when it comes to analyst coverage for Berkshire Hathaway Inc. (NYSE:BRK-B). Yet, the firm has been busy making moves, as a filing revealed in January that it was considering selling its massive stake in Kraft Heinz. Morgan Stanley had downgraded Heinz in mid-January and cut the share price target to $24 from $27 on the back of competitive pressures. However, for Cramer, a major news item for Berkshire Hathaway Inc. (NYSE:BRK-B) in 2026 might come in the form of a merger of its railroad business with CSX:
“And I want people to watch CSX, okay. CSX is good. Steve Angel, formerly of Linde, is now running. Now before this, Joe Hinrichs, I happen to have thought he was doing a great job. He was railroad man of the year who was railroaded by the board. But I think Steve Angel is going to be, he is an industrialist. We’ve had all these people who like to keep the trains on time. Who knows what happens when you have a genuine industrialist, who maybe can talk, to the new CEO of Berkshire Hathaway who dumped all the Kraft Heinz and say, okay look, let’s put Burlington Northern together with CSX. I think that’s going to happen, it’s big, it’s a prediction, I know, but I am out there but I’m going to be right.”
6. 3M Company (NYSE:MMM)
Number of Hedge Fund Holdings: 60
3M Company (NYSE:MMM) is one of the largest industrial conglomerates in the world. The shares are up by a modest 1.28% over the past year and down by 3.4% year-to-date. Banking giant JPMorgan downgraded the shares to Neutral from Overweight in January and set a $128 share price target in mid-January. The bank outlined that 3M Company (NYSE:MMM)’s shares had performed significantly better than their sector since early 2024. However, it added that the firm has a complicated road ahead when it comes to driving innovation across the business. Unlike JPMorgan, RBC Capital raised the share price target to $136 from $131 but kept an Underperform rating on the shares. It pointed out that the recent selling pressure on 3M Company (NYSE:MMM)’s shares following the firm’s earnings was due to weakness in the firm’s consumer business. RBC also discussed other potential headwinds, such as PFAS litigation, which covers several litigation categories. Cramer defended 3M Company (NYSE:MMM) after its earnings and maintained the tone in this appearance:
“No, I thought Will Brown on 3M was wildly misjudged. December was terrific coming in.”
5. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holdings: 87
Consumer goods giant The Procter & Gamble Company (NYSE:PG)’s shares are down by 10% over the past year but are up by 5.7% year-to-date. Several analysts have discussed the firm in 2026, and their opinions have varied between raising and cutting the share price target. As an example, Barclays increased the share price target to $155 from $151 and kept an Equal Weight rating. The bank pointed out that The Procter & Gamble Company (NYSE:PG) pressures stemming from oil and currency could generate headwinds for the firm in 2026. Unlike Barclays, UBS cut the share price target to $161 from $176 and maintained a Buy rating on the back of uncertain market conditions for consumer staples stocks in late 2026. A recent optimistic take came from JPMorgan as it pointed out that The Procter & Gamble Company (NYSE:PG) could benefit from a sales growth acceleration and improved margins. Cramer appears to concur with JPMorgan as he believes The Procter & Gamble Company (NYSE:PG)’s new CEO can inject fresh life into the shares:
“Procter & Gamble, it’s a new order, it’s a new CEO. Already JPMorgan upgraded without anything going. This new CEO, international in orientation. He talked about Brazil, he talked about Mexico, he talked about China, That is not the usual Proctor which is [inaudible] about overseas. I really like it, I think it’s the beginning of a major move, Procter & Gamble.
“They’re using innovation, I’ve been waiting Procter to innovate. And they’re finally doing it. There was a pause in innovation. I think that this is, again, I reiterate that Proctor was radically lower versus were it was. It was at 170 not that long ago. The analysts all deserted it. One by one they’ll have to come over. We’ve seen this kind of like lemming like process. You don’t go against Proctor & Gamble at 140, 150. This is Proctor, this is not Clorox. . .”
4. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holdings: 102
GE Aerospace (NYSE:GE) is a jet engine manufacturer. Its shares are up by 45% over the past year and are down by 6.8% year-to-date. JPMorgan hiked the firm’s share price target to $335 from $325 and kept an Overweight rating on the shares in January. One key factor that drove JPMorgan’s optimism was GE Aerospace (NYSE:GE)’s CFM56 high-bypass engine, which the bank believes can offer stable long-term growth. UBS maintained a Buy rating and bumped the share price target to $374 from $368. The bank’s optimism followed GE Aerospace (NYSE:GE)’s fourth quarter earnings, which the bank described as indicating solid fundamentals. Even though the stock fell after the earnings, Cramer defended the firm as he pointed out that the firm had managed to resolve several problems:
“Carl I urge people to watch Phil’s interview yesterday. Cause they might think that GE was not doing well with that decline. What a buying opportunity, because oh my god, Phil, this [inaudible] maybe greatest turnaround we’ve witnessed in history.
“I thought something was overlooked yesterday that was very important. GE said they’re not having problems getting labor anymore. GE was having the most problems of the companies that I deal with. No problem. Larry Culp told me no problem.”
3. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holdings: 129
Banking giant Capital One Financial Corporation (NYSE:COF) has been in the news lately due to President Trump’s suggestion of capping credit card interest rates. The firm also generated headlines lately after it announced that it would acquire corporate card issuer Brex. Following the deal, BTIG kept a Buy rating on the shares but lowered the price target to $270 from $308. The financial firm pointed towards earnings dilution and lower share repurchases from the deal. Wolfe Research also cut Capital One Financial Corporation (NYSE:COF)’s share price target to $280 from $294 and kept an Outperform rating on the stock. Wolfe Research based its coverage on the expected marketing and operating expenses after the bank’s earnings report. Cramer commented on the Brex acquisition and the recent weakness in Capital One Financial Corporation (NYSE:COF)’s shares:
“This was an amazing conference call. They bought this terrific company Brex. I didn’t nearly even know how much business that Brex does. That’s for corporate, they want to go directly against American Express. Yes, did they admit disappointing the quarter? Don’t be a lilliputian, don’t be a small thinker. This is the one you want to own, it’s already down enough from here. Let it, there’s people who don’t understand it, they will sell it. Let them out. Don’t take them out, let them out. But Richard Fairbank put on a clinic, if not tutorial, about those, about how credit cards really work. Openly dismissive of the President. Pretty funny, actually. But he did it in a way that was light handed.
“Let it go down. I don’t give a darn about these people who don’t understand anything. What matters here is that Richard Fairbank is the foremost, when I think credit card, I think Fairbank. . .he’s put together a powerhouse brand and it’s going to be for corporate, it’s going to be for heavy spenders, and it’s going to be for people whom I think who would lose their credit if the President were to go ahead with his plan. This was not someone who said I do limited credit. . .”
RGA Investment Advisors also discussed Capital One Financial Corporation (NYSE:COF) in its third quarter 2025 investor letter:
“We recently added shares of Capital One Financial Corporation (NYSE:COF) to our portfolios. At one point, through our shares in ING years ago, we owned COF indirectly. This resulted from ING’s divestiture of ING Direct to Capital One, in exchange for cash and shares totaling just shy of 10% of the company. This acquisition gave Capital One a low-cost, digitally native (branchless) deposit base with a state-of-the-art user interface and consumer experience. Though we never owned COF directly, we watched it admirably for years. When COF announced their Discover (DFS) acquisition, we thought it was too good to be true and feared regulators could prevent the tie-up from happening, but we did our work as we watched to see what would happen. As luck would have it, regulators eventually approved the deal and we now own COF directly.
The acquisition of DFS is a transformative transaction that uniquely positions COF to generate substantial value, fundamentally redefine its competitive standing, and reshape the US payments landscape. By integrating DFS’s proprietary network and customer base, COF is shifting from being primarily a card issuer to a vertically integrated payments entity, akin to an American Express-like operation with scale rivaling the largest payments networks in the world. …” (Click here to read the full text)
2. American Express Company (NYSE:AXP)
Number of Hedge Fund Holdings: 75
American Express Company (NYSE:AXP)’s shares are up by 12% over the past year and are down by 3.8% year-to-date. BTIG raised the firm’s share price target to $328 from $307 and kept a Sell rating on the stock in January. The financial firm based its decision on estimates about spending data, deposit rates, and Fed Funds rate probabilities. BTIG added that credit conditions appeared to be stable and there appeared to be no volatility on the horizon. Similarly, JPMorgan raised American Express Company (NYSE:AXP)’s share price target to $385 from $360 and kept a Neutral rating on the shares. President Trump’s recent suggestion to cap credit card interest rates at 10% played a role in JPMorgan’s coverage. The bank remarked that if the cap is implemented, then the entire card industry could be reshaped in the form of lower profitability and reduced access to credit. Cramer briefly discussed American Express Company (NYSE:AXP)’s CEO and the firm’s popularity with younger users:
“Steve Squeri’s so good, he’ll able to continue to get his Gen Z cohort, and people like my wife will continue to buy the black card just so they can take out the black card. . .”
1. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holdings: 88
Retail giant Costco Wholesale Corporation (NASDAQ:COST) is one of Jim Cramer’s favorite stocks. The shares are down by 2.7% over the past year and are up by 11.5% year-to-date. Even though the share performance has been less than stellar, the CNBC TV host has remained an ardent defender of the stock. Wolfe Research discussed the stock in January. It pointed out that Costco Wholesale Corporation (NASDAQ:COST) could benefit from $75 billion in tax refunds for households earning less than $200,000 in 2026. Mizuho added the stock to its top picks list, raised the share price target to $1,000 from $950, and the share rating to Outperform from Neutral. The financial firm pointed out that Costco Wholesale Corporation (NASDAQ:COST)’s shares had struggled due to worries about the retailer’s membership and comp sales growth. However, Mizuho pointed out that the retailer was experiencing optimistic premium member additions, and domestic renewals were also promising. Cramer is unsatisfied with Costco Wholesale Corporation (NASDAQ:COST)’s recent share price performance:
“Well, it’s been a good bounce, but it’s not the bounce that I wanted, it needs to go higher, it’s back to 47 times earnings where it stalls.”
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