Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 5 Stocks

4. Royal Caribbean Cruises Ltd. (NYSE:RCL)

Number of Hedge Fund Holdings in Q4 2025: 53

Cruise ship operator Royal Caribbean Cruises Ltd. (NYSE:RCL) has started to make a resurgence on Jim Cramer’s radar lately. As was the case last year, the CNBC TV host continues to be optimistic about the sector. He believes that cruise ship stocks experienced excessive negative sentiment due to the conflict in Iran. Tigress Financial discussed Royal Caribbean Cruises Ltd. (NYSE:RCL)’s shares on February 6th as it raised the share price target to $425 from $415 and kept a Buy rating on the stock. As part of its coverage, Tigress remarked that Royal Caribbean Cruises Ltd. (NYSE:RCL) had entered 2026 on a strong note when it came to bookings and other metrics. Cramer continued to discuss the firm’s earnings and commented on the recent remarks about the Orthohantavirus:

“I thought that Royal Caribbean had a really good quarter, but whenever there’s an illness on a cruise ship, people take all the cruise ships down.  I still think that Royal Caribbean at 15 times earnings is good. You mentioned earlier about where the war could hurt things. It is travel.”

Carillon Eagle Mid Cap Growth Fund discussed Royal Caribbean Cruises Ltd. (NYSE:RCL) in its fourth quarter 2025 investor letter:

“Royal Caribbean Cruises Ltd. (NYSE:RCL) operates a global fleet of cruise ships. The stock lagged as initial fiscal year 2026 guidance was viewed as slightly disappointing, although we suspect a conservative estimate was put forth. Investor sentiment was further pressured by a competing cruise line’s announcement of a significant increase in its Caribbean supply, raising concerns about future pricing dynamics in the region.”