Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks

9. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holdings in Q4 2025: 256

Cramer has continued to defend social media giant Meta Platforms, Inc. (NASDAQ:META) over the course of the past year. While the shares struggled in 2025’s second half, the CNBC TV host asserted that the firm’s massive capital expenditure was necessary since it had to defend its moat from OpenAI. UBS discussed Meta Platforms, Inc. (NASDAQ:META)’s stock on April 21st, as per The Fly. It raised the share price target to $908 from $872 and kept a Buy rating on the shares. Meta Platforms, Inc. (NASDAQ:META)’s earnings factored into the coverage, with UBS remarking that the firm could continue to revise earnings upwards. In this appearance, Cramer defended Meta Platforms, Inc. (NASDAQ:META)’s latest job cuts:

“For instance, Block was up 16.8% on February 27th, when they announced they were reducing its workforce from over ten thousand to under six thousand employees, letting go of four thousand people. Stock explodes, up 16. Meta goes down 2.3% yesterday, on Meta tells staff it will cut 10%, David, it’s a little bit interesting to see the reactions to the two different companies.

“I actually think that Meta is a buy off of this, because I think this guy is the year of living efficiently. It never stops.”

Polen Focus Growth Strategy discussed Meta Platforms, Inc. (NASDAQ:META) in its Q1 2026 investor letter:

“In addition, we also re-initiated a position in Meta Platforms, Inc. (NASDAQ:META), a name we previously owned in 2022. While we remain mindful of elevated data center capex and the uncertainty around its ultimate return without a comparable cloud business, we are encouraged by Meta’s strong execution in monetizing AI across its platforms. Advertising revenues are growing at approximately 25% despite already exceeding a $200bn annual run rate, supported by an unparalleled global reach of 3.2bn monthly and 2.2bn daily active users. Although margins are likely to face near term pressure from continued investment, we expect re-expansion as management balances growth and spending. With the stock trading at ~21x FY26 earnings after a prolonged period of sideways performance, we see an attractive valuation for a business capable of delivering mid-teens EPS growth, with additional upside potential if investment intensity moderates.”