We recently published an article titled Did Jim Cramer Get These 10 Predictions Right or Wrong? In this article, we are going to take a look at where Constellation Energy Corporation (NASDAQ:CEG) stands against the other stocks Jim Cramer recently talked about.
During the most recent episode of Mad Money, which aired on Monday, the 12th of May, Jim Cramer discussed the recent market rally and encouraged his viewers to stay invested. He also emphasized the importance of earnings, saying:
“Earnings matter again, okay? That’s what happened last night when the United States and China reached an agreement, however temporary, to hold off trade armageddon. The rollback of the exorbitant tariffs to much more reasonable levels caused the stock market to explode.”
READ ALSO: Jim Cramer’s 9 Failed Predictions From 12 Months Ago AND Jim Cramer Nailed These 12 Stock Predictions
Although Cramer was happy about the market’s recovery, he reminded his viewers that the S&P 500 is still flat on a year-to-date basis and discussed how other regions are doing:
“Now don’t get me wrong, I’m glad it happened, but I just spent a week in Europe, and it is stunning how much better the markets are doing over there.”
His final reminder was for his viewers to just stay invested in the market and avoid trying to time the market, saying:
“Bottom line: It’s better to stay in, stay on, and let her ride than to try to pick the perfect moment to trade in and out and in and out of the stock market. By the way, that’s not much of a strategy. It’s more of a game of chicken where there are no winners, just losers who think they are smarter than the average bear.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the Mad Money episode that aired on the 13th of May 2024. We then calculated their performance for the past 12 months, until May 13th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A close up of a wind turbine producing electricity as the sun sets.
Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holders: 85
Constellation Energy Corporation (NASDAQ:CEG) had been a long-time favorite of Cramer, and in that older episode he updated his bullish thesis following another blowout quarter that sent the stock to new highs. He reiterated his belief in the nuclear energy play with:
“There is no utility I like more than Constellation Energy. […] I’ve been recommending it practically the whole way, starting when it was trading at 53 and change. […] The story just keeps getting better. […] Probably one of the greatest growth stories of our time. […] Believe it or not, they managed to surprise expectations again — in fact, this is one of the single best reports that we’ve seen this earnings season. […] The new key metric — operating earnings — came in at $1.82 per share. Wall Street was only looking for $1.30. Isn’t that incredible? […] Constellation also added another billion dollars to its buyback, bringing the total authorization to $3 billion. They’ve already repurchased $1.5 billion worth of stock so far this year. […] This is such a reindustrialization story — the data economy and Constellation’s nuclear energy go together like peanut butter and jelly. […] CEO Joe Dominguez said his company’s ‘in advanced conversations with multiple clients — large, well-known companies — about powering their needs.’ […] Constellation Energy’s been one of my single greatest picks in recent years. […] Forgive me if I remain bullish on Constellation Energy even after the stock has rocketed higher. […] We somehow still seem to be in the early days of the story.”
His conviction paid off again, as Constellation surged 36.49% since then.
Constellation Energy Corporation (NASDAQ:CEG) is a power generation company focused on clean energy, primarily operating nuclear plants and serving large-scale industrial and data center clients.
Overall CEG ranks 5th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of CEG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CEG but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.