Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 5 Stocks

4. Toll Brothers, Inc. (NYSE:TOL)

Number of Hedge Fund Holdings in Q4 2025: 46

Toll Brothers, Inc. (NYSE:TOL) is one of the largest homebuilding companies in America. Its shares are up by 48% over the past year and by 3% year-to-date. Barclays adjusted Toll Brothers, Inc. (NYSE:TOL)’s share price target to $115 from $116 and kept an Underweight rating on the stock on April 8th. The bank cautioned against being too optimistic about homebuilders due to 2026 being a “lost year” for the firms. According to Barclays, vertically integrated building products and distributors could be worthwhile in this period of uncertainty. As per The Fly, Truist initiated coverage of Toll Brothers, Inc. (NYSE:TOL)’s stock as it set a Buy rating and a $190 share price target. Among the factors that it discussed in its coverage were lower revenue and homebuilding units. Cramer commented on Toll Brothers, Inc. (NYSE:TOL) as part of a broader discussion about the weak homebuilding industry:

“And we are dealing with really fine companies. This is not the Toll Brothers of the old, that Toll was never bad. But, Toll Brothers, Lennar, these are really good companies. And they’ve become very acyclical. But, you know the average house is 44 years old, you would think that people are trying to sell it. People aren’t doing rennovation repair like they used to. That’s a market that has entirely stalled. And when you hear Gary Friedman [RH CEO], I know a lot of people feel he was too bombastic. . .but he’s right, the turnover, there’s just no turnover in this country.”