Jim Cramer Recently Discussed These 11 Stocks & Said The Robots Are Coming

2. Howmet Aerospace Inc. (NYSE:HWM)

Number of Hedge Fund Holders In Q1 2025: 56

Howmet Aerospace Inc. (NYSE:HWM) is an aerospace company that primarily sells equipment used to build aircraft and aircraft engines. Its shares have gained 62% year-to-date as the firm has benefited from strong demand due to the aerospace market being constrained because of Boeing’s production woes. Aircraft production is expected to grow in 2025, which has led Howmet Aerospace Inc. (NYSE:HWM) to increase its 2025 earnings outlook to $3.36 and $3.44 from an earlier $3.13 to $3.21. In his previous comments about Howmet Aerospace Inc. (NYSE:HWM), Cramer praised the firm’s performance. He maintained the view this time as well and made the stock a part of his list of firms to watch during the second half of 2025:

“Well I think a lot of things are going to be like the beginning. . .Howmet, how I met my mother, we call that. That’s aerospace. That’s doing well.

“I just think that we need to recognize that we are not in a Fed market, we’re in a market where people say, you know what. . .Uh, okay looks like the aerospace is doing well, oh okay, well. . .let’s buy Howmet.”

The CNBC host’s previous remarks about Howmet Aerospace Inc. (NYSE:HWM) praised the firm’s performance. Here’s what he said:

“But I’ll give you those but I’ll see you with how I met my mother, Howmet, another amazing quarter. A company basically set up by, do you remember who set it up? Elliot, remember this was a split up of Arconic. So we’ve got this curious mix of companies that are just doing really badly and then companies that are just surprising us.”