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Jim Cramer Recently Shared Insights on These 18 Stocks

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On Tuesday’s episode of Mad Money, host Jim Cramer turned his attention to stocks that tend to attract younger investors but are often overlooked by Wall Street analysts.

“If you have analysts covering your company, those analysts have expectations, and if you miss those expectations, your stock goes down.”

READ ALSO: 11 Stocks on Jim Cramer’s Radar and Jim Cramer Recently Talked About These 15 Stocks.

However, in cases where there is no analyst attention at all, there are no earnings forecasts to meet or disappoint, and as Cramer put it, “Your stock can fly up on gossamer wings with no analyst… in sight.” He pointed out that it has contributed to what he sees as a “fractured two-track market,” where traditional investors and younger ones are often focused on entirely different kinds of companies. He acknowledged the divide, noting that younger and older viewers of his show care about different things. He added, “We gotta embrace it, can’t reject it.”

“What do they want? Honestly, I don’t know if young viewers necessarily want anything from us at all. We are people who shine light on things, and sometimes they don’t want light shined. I think they prefer the obscurity their stocks dwell in.”

He mentioned that the younger views tend to gravitate toward names not covered by mainstream analysts or media. He mentioned that instead, these stocks tend to gain traction in online communities like Reddit, where discussion is done in “the most cursory cheerleading way.”

“Here’s the bottom line: I think relevance dictates that we cover the companies that are treated as irrelevant or even pariahs by the gray beards around here. It isn’t true that no one cares. I fear everyone cares, except those of us on Wall Street. We have to do better about nuke, about quantum, and crypto, because our younger viewers deserve better, or we risk just plain old irrelevance.”

Our Methodology

For this article, we compiled a list of 18 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on June 10. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

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).

Jim Cramer Recently Shared Insights on These 18 Stocks

18. Papa John’s International, Inc. (NASDAQ:PZZA)

Number of Hedge Fund Holders: 20 

Papa John’s International, Inc. (NASDAQ:PZZA) is one of the 18 stocks Jim Cramer recently shared insights on. A caller asked about the company during the lightning round, and Cramer replied:

“You know, Papa John’s, only six ingredients in a Papa John’s pizza. I find that quite incredible. Todd Penegor runs it now. You know, the previous CEO went on to Shake Shack. He’s crushing [it] at Shake Shack. I think it’s a wait-and-see situation with Penegor at Papa John’s, so I’m not going there yet. I’m not saying yes.”

Papa John’s (NASDAQ:PZZA) operates and franchises pizza restaurants offering delivery, carryout, and dine-in services. The company also supplies ingredients, packaging, and equipment to its locations. River Road Asset Management stated the following regarding Papa John’s International, Inc. (NASDAQ:PZZA) in its Q4 2024 investor letter:

“The holding with the lowest contribution to active return in the portfolio during Q4 was Papa John’s International, Inc. (NASDAQ:PZZA), the third-largest pizza delivery company in the world. Early in the quarter, the stock rallied on speculation it was going to be acquired by Restaurant Brands International (QSR), owner of Tim Hortons®, Burger King®, and Popeyes®. However, when a deal did not materialize the stock sold off into year-end. During the quarter, PZZA held an Investor Day where management highlighted recent progress on operational improvements, new unit growth, and franchisee profitability. New store build costs are down -20% to $500k and the average franchisee generates $150k in annual earnings before interest, taxes, depreciation, and amortization (EBITDA), indicating payback periods of less than four years and an attractive unlevered cash-on-cash return for franchisees, which should bode well for unit growth. Additionally, of the top 20 largest franchisees in the system, 80% have new store development agreements in place. The commissary business should continue to increase margins at 100 bps annually to 8%, bringing it in-line with competitor Domino’s®. This should incentivize franchisees to drive transaction growth as they will receive volume rebates. Overall, we are encouraged by these developments and believe the company is still significantly undervalued relative to its closest public peers. If management successfully executes these initiatives, we anticipate the valuation gap will close. We trimmed the position during the quarter.”

17. Arm Holdings plc (NASDAQ:ARM

Number of Hedge Fund Holders: 42

Arm Holdings plc (NASDAQ:ARM) is one of the 18 stocks Jim Cramer recently shared insights on. Inquiring about the company, a caller mentioned that they have built a “nice-sized position” in the stock. Cramer commented:

“You’re in good shape. That’s Rene Haas… His stock is doing very well. Why? He is a partner of NVIDIA and don’t forget it. Rene Haas used to work at NVIDIA. They’re very tight together.”

Arm (NASDAQ:ARM) designs and licenses CPU technologies and related IP for use in semiconductors, and provides processors, system components, development tools, and software. The company’s solutions power a wide range of applications, including automotive systems, consumer devices, computing infrastructure, and IoT. In the first week of May, Cramer said that the company deserves a higher valuation, as he commented:

“What else? Can Arm Holdings mount a comeback without strong cell phone sales? I think the year when we realized, this is it, this is the year we realize that Arm’s in everything. It deserves a higher price-to-earnings multiple.”

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