Jim Cramer Put These 14 Stocks Under the Microscope

5. Viking Holdings Ltd (NYSE:VIK)

Number of Hedge Fund Holders: 58

A caller asked for Cramer’s thoughts on Viking Holdings Ltd (NYSE:VIK), and he replied:

“Okay, I like Viking, but I thought they were tepid when they came on, and therefore I’m going to send you to Royal. I think RCL is now the gold standard, and that’s the one I want to own.”

Viking (NYSE:VIK) provides transport services for travelers and offers tourism experiences that include guided tours and other activities for its guests. Moreover, on March 14, Cramer was bullish on the company as he said:

“Regular viewers know I am a big fan of the cruise lines… Viking’s a unique player with an impressive focus on rich American baby boomers. We watched with glee as Viking stock glided higher and higher and higher throughout last year and even the first few weeks of 2025, eventually it peaked at 53 bucks and change in early February just before the market-wide sell-off. Since then, the stock’s fallen back to $40, down roughly 25% from its highs just over a month ago… The cruise lines are different from other travel plays. They represent incredible value versus traditional vacation alternatives…For Viking in particular, we have a fresher company-specific catalyst. On Tuesday morning, the company reported an excellent quarter with in-line revenue and impressive 9-cent earnings beat off a 36-cent basis…

Management also had some very positive commentary about the full-year forecast with CEO Torstein Hagen noting that the company was growing capacity for its core products by 12% this year, delivery of 11 new ships; they’re already 88% booked for the 2025 season. So it sounds like smooth sailing for Viking at present. And we got this update after the tariff rain of terror had already started. With the stock down meaningfully to the point where it now roughly trades at 17 times this year’s earnings estimate, I think it’s another one that’s worth buying right here.”