Jim Cramer on Solstice: “It’s a Fantastic Stock”

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is one of the stocks Jim Cramer looked at recently. Answering a caller’s query about the stock, Cramer said:

Solstice is terrific. It’s the spin-off of… Honeywell. It’s been just a horse. We own some. We were too quick to sell it. It’s a fantastic stock.

Photo by Yiorgos Ntrahas on Unsplash

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is a specialty materials company that provides solutions for applications in refrigerants, semiconductor manufacturing, data center cooling, alternative energy, protective fibers, and healthcare packaging. During the episode aired on November 19, 2025, Cramer discussed the company’s nuclear-related operations, as he stated:

Hey, I got another one. How about a nuclear energy idea that’s in the S&P 500 that I know you’ve never heard of. It’s called Solstice Advanced Materials. It’s the chemical business that was just spun off by Honeywell at the end of October. Solstice mainly operates in the refrigeration electronics markets. But get this, it has this alternative energy services division that specializes in nuclear. In fact, it’s the only American provider of uranium hexafluoride conversion services, which is the crucial step in preparing uranium for enrichment so it can be used as fuel.

It’s the one to own. Solstice Metropolis Works facility was idled in 2018. Why? Because, of course, there was no demand for nuclear power, but it was just brought back online two years ago to help power all these new data centers. Company’s backlog was up a quick 12% from the second quarter to the third quarter. I know, you’re yawning, you’re bored, I don’t care… Solstice is a profitable company with a direct way to make money on nuclear energy. Stock’s only up about two bucks from its post-spin lows. It’s inexpensive.

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Disclosure: None. This article is originally published at Insider Monkey.