In this article, we will discuss: Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks.
5. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holdings in Q4 2025: 106
Discount retailer Costco Wholesale Corporation (NASDAQ:COST)’s shares are flat over the past year and are up by 14% year-to-date. Wells Fargo and Telsey discussed the firm on April 9th. The latter raised its share price target for Costco Wholesale Corporation (NASDAQ:COST) to $1,135 from $1,125 and kept an Outperform rating on the stock. It praised the firm’s operational execution in an uncertain environment and expressed faith in its ability to gain market share. Wells Fargo raised the share price target to $1,000 from $950 and kept an Equal Weight rating. It remarked that Costco Wholesale Corporation (NASDAQ:COST)’s core same-store sales growth of 6.2% in March was commendable as it occurred despite headwinds from the Easter holiday. As for Cramer, the CNBC TV host has recently started to discuss Costco Wholesale Corporation (NASDAQ:COST)’s entry into the gasoline market. He believes that during the current high price environment, the firm has made the right decision. This factor was on his mind once again during this appearance:
“Costco is doing well because remember they’ve got inexpensive gasoline so people signed up because of that.”
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.”
3. Lennar Corporation (NYSE:LEN)
Number of Hedge Fund Holdings in Q4 2025: 68
Homebuilding giant Lennar Corporation (NYSE:LEN)’s shares are down by 14% year-to-date. Investment bank Goldman Sachs had discussed the firm on January 13th as it hiked the share price target to $125 from $120 and kept a Neutral rating on the shares. Goldman outlined that the homebuilding industry could suffer from margin difficulties as the firms were forced to rely on incentives to operate in a weak housing market. Cramer has discussed Lennar Corporation (NYSE:LEN) several times over the past couple of months. The CNBC TV host has discussed high housing prices among some of the factors that have made it difficult for the firm. in this appearance, he praised Lennar Corporation (NYSE:LEN) but pointed towards a tough environment:
“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, 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.”
ClearBridge Select Strategy also discussed Lennar Corporation (NYSE:LEN) in its fourth quarter 2025 investor letter:
“Advance Auto Parts†, Jacobs Solutions (J; 2.08%**), and Lennar Corporation (NYSE:LEN) (LEN; 0.96%**) were the weakest performers in the quarter. Lennar shares fell late in the quarter after the company offered weaker-than-expected guidance across orders, deliveries, and margins in the company’s fiscal first quarter. Management noted that the housing market remains challenging, despite interest rates continuing to come down.”
2. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holdings in Q4 2025: 146
Streaming giant Netflix, Inc. (NASDAQ:NFLX) is one of Jim Cramer’s favorite stocks in the space. The CNBC TV host praised the firm throughout 2025 due to its market share and dominance in the industry. Netflix, Inc. (NASDAQ:NFLX)’s shares are up by 9.3% over the past year and by 17.3% year-to-date. Goldman Sachs discussed the firm on April 5th, as it upgraded the rating to Buy from Neutral and raised the share price target to $120 from $100. On March 27th, Oppenheimer raised Netflix, Inc. (NASDAQ:NFLX)’s share price target to $135 from $125 and kept an Outperform rating on the shares. The financial firm discussed the streaming company’s price increases in Canada and the US and added that it is now better positioned to focus on its core business operations. Cramer continued to praise Netflix, Inc. (NASDAQ:NFLX)’s share price performance:
“I’d rather take the rate of return, which has been doing incredibly well.”
Oakmark Fund discussed Netflix, Inc. (NASDAQ:NFLX) in its Q1 2026 investor letter:
“Netflix, Inc. (NASDAQ:NFLX) is the leading streaming entertainment service with over 325 million subscribers and $45 billion of revenue. This scale creates a valuable moat, in our view. Netflix buys more content than its competitors in aggregate but pays less per subscriber, creating a valuable customer proposition as the business grows. Still, the stock declined significantly over the past several months as market participants focused on slowing engagement and the company’s approach to buy Warner Bros, creating an attractive buying opportunity in our view. We are confident that Netflix’s engagement remains strong and believed that the shares looked attractive with or without the acquisition. We find the business attractive as it is trading for its lowest relative valuation since 2022, a period that produced strong subsequent returns.”
1. Morgan Stanley (NYSE:MS)
Number of Hedge Fund Holdings in Q4 2025: 80
Investment bank Morgan Stanley (NYSE:MS)’s stock is up by a strong 73% over the past year and by 5% year-to-date. The year-to-date gains have come on the back of a 16% surge in April. In January, RBC Capital discussed Morgan Stanley (NYSE:MS)’s shares as it hiked the price target to $207 from $185 and kept a Sector Perform rating on the shares. RBC commented that the investment bank’s diversified business model enabled it to post strong earnings results for the fourth quarter of 2025. More recently, Cramer has started to point towards the impact that a strong IPO market can have on Morgan Stanley (NYSE:MS) as he commented during the episode:
“There’s a fabulous piece out there, UBS, upgrading Hold to Buy, Morgan Stanley. And they’re talking about best in class IPO. Their gonna have some very sexy IPOs. They’re also talking about tremendous growth in wealth management. They’re also talking about. . .a huge amount of M&A, I think David may agree with me. When this war is over, you’re going to see a level of M&A that may be radical as people realize, all clear. . .but I think the companies are saying, you know what, we’re getting a once in a lifetime opportunity to get, let’s call our banker, let’s call Morgan Stanley and let’s buy our biggest competitor and let’s you know, get it so that we can raise price. Cause it’s about time. I mean, let’s get scale. . .”
Baron Financials ETF discussed Morgan Stanley (NYSE:MS) in its fourth quarter 2025 investor letter:
“During the quarter, the Fund invested in Morgan Stanley (NYSE:MS), a leading global investment bank and wealth management firm. Morgan Stanley has successfully diversified its business beyond cyclical banking and trading fees into more recurring wealth and investment management. These businesses collectively oversee $9.3 trillion in client assets that generate predictable, capital light revenue that grows from inflows and market appreciation. Morgan Stanley has a unique client acquisition model that includes financial advisors, self-directed accounts, and workplace accounts, providing multiple avenues to serve clients. In 2025, the company amassed over $350 billion in net new assets, with a 7% net inflow rate in the fourth quarter. These businesses provide a durable base of revenue and earnings for Morgan Stanley even when banking activity is slow. At the same time, Morgan Stanley remains a top three global investment bank, enabling the firm to generate considerably higher earnings during periods of strength in the capital markets.”
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