In this article, we will discuss: Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks.
5. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holdings in Q4 2025: 90
The Procter & Gamble Company (NYSE:PG)’s shares are down by 7% over the past year and are up by 4% year-to-date. UBS raised the share price target to $172 from $166 and kept a Buy rating on the shares. The bank remarked that The Procter & Gamble Company (NYSE:PG) was experiencing strong top line growth despite worries about the firm’s bottom-line performance. In his recent remarks about the company, Cramer also discussed growth and cited satisfaction with the metric. In this appearance, Cramer used The Procter & Gamble Company (NYSE:PG)’s strengths in supply chain management to remark that Amazon’s supply chain services program might be worth it:
“I saw the Procter and Gamble switch. Procter and Gamble may be, the consumer product companies, may be the single best supply chain company there is. . .they switched to Amazon already. I mean, P&G is incredible at supply chain. And teaming up with Amazon, I don’t know.”
Here are his earlier comments about The Procter & Gamble Company (NYSE:PG):
“Well I think the organic growth [inaudible] back to the old Procter than I came to expect. I think that beauty’s okay, grooming not so good, fabric and home very good, baby feminine very good. I think that this is a return to the days where you and I would say, wow, how do they do it, and they source better than everybody else, you know they have a bad tariff situation, headwind tariff, headwind commodity. Tailwind dollar, but Europe was very good and China even showed some good numbers. This may be the old Proctor, David.
“Proctor was the best of that group, and Colgate was the second. Maybe Proctor can return to that. It had been a laggard. This is very important, David. Proctor is a 300 billion dollar company. We talk about tech companies that are so much bigger than this. I don’t even know what to say. Are these all asterisks?”
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.”
3. Spirit Aviation Holdings, Inc. (OTC:FLYYQ)
Number of Hedge Fund Holdings in Q4 2025: N/A
Spirit Aviation Holdings, Inc. (OTC:FLYYQ) created quite a bit of stir earlier this month when it announced its bankruptcy. The conflict in Iran appeared to be the final straw for the already struggling firm, as it declared that the shutdown was caused by high fuel prices. While Cramer hasn’t frequently discussed the stock recently, its troubles have crossed his attention. For instance, in December 2024, the CNBC TV host remarked that Spirit Aviation Holdings, Inc. (OTC:FLYYQ)’s failed merger deal with JetBlue was responsible for the firm deciding to cut its number of available flights. In this appearance, he discussed the airline and its bankruptcy in the context of political views about government intervention in mergers and acquisitions:
“Well I do think that we’re gonna go back, I think the Right, the Right wing is going to say this is what we’ve been saying. That if you block every single deal, the it’s possible that 17,000 people lose their jobs if Spirit goes under. I do think, that David, Spirit was as ill advised as I’ve seen. I remember talking about it with you in the morning, and we were just saying, what are they thinking, what are their advisers thinking?
“Yeah it did. They knocked em out, they knocked em out. You know this is a terrible thing. We need competition, David.”
Here are his remarks about Spirit Aviation Holdings, Inc. (OTC:FLYYQ) from December 2024:
“So the airlines are thriving because they actually kept their word and collectively cut back on new capacity that gave them all more pricing power. But why did that happen? Well, some of it’s because the low-cost carriers are struggling. Spirit Airlines drastically reduced its number of available flights after the regulators blocked them from merging with JetBlue. Well, that’s what you expect for an airline that filed for bankruptcy last month.”
2. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holdings in Q4 2025: 52
Auto giant Ford Motor Company (NYSE:F)’s stock is up by 18.7% over the past year and down by 8.5% year-to-date. While the shares struggled at the close of February and the start of March, over the month, they are up by 6%. As per The Fly, TD Cowen trimmed Ford Motor Company (NYSE:F)’s share price target to $14 from $15 and kept a Hold rating on the shares. The firm remarked that its coverage was part of the commentary about the broader automotive sector. UBS discussed Ford Motor Company (NYSE:F)’s stock on April 15th as it upgraded the shares to Buy from Neutral and reiterated a $15 share price target. The bank commented that the car company was on track to post an earnings per share of $2 or higher in 2027 and noted that its earnings power was underappreciated. Cramer discussed the effect of disruption in the aluminum market on Ford Motor Company (NYSE:F):
“Look,Ford, which is at the same price that it has been at some time, seems to be just hit by all these. They have a lot of aluminum exposure. It’s been a real tough run for Jim Farley. There was a pretty good article today about how little inventory they have.
“Ford just seems to be vulnerable for a lot of different things. And, they were very vulnerable for tariffs. I didn’t think that they would get hurt as badly as they did for tariffs. And tariffs really have had more of an impact for Ford than pretty much any other company in the country.”
1. General Motors Company (NYSE:GM)
Number of Hedge Fund Holdings in Q4 2025: 81
General Motors Company (NYSE:GM)’s shares, which are up by 73% over the past year and down by 3% year-to-date, have significantly outperformed those of rival and peer Ford Motor. TD Cowen raised its share price target for General Motors Company (NYSE:GM) on April 29th to $126 from $122 and kept a Buy rating on the stock. The financial firm remarked that the car company’s first-quarter earnings report had led it to upgrade its model for the firm. General Motors Company (NYSE:GM)’s first-quarter earnings saw it raise its fiscal year 2026 core profit outlook and beat analyst revenue and earnings estimates. Cramer discussed the firm in the context of the macroeconomic troubles that Ford is facing:
“I do think that we don’t give Mary Barra enough praise. . .Mary’s taken her stock up much higher. A lot of that has to do with a buyback but she doesn’t seem to be as vulnerable.”
Aristotle Core Equity Fund discussed General Motors Company (NYSE:GM) in its fourth quarter 2025 investor letter:
“General Motors Company (NYSE:GM) contributed to performance in the fourth quarter of 2025. Estimates for the year 2026 have been increasing following GM’s third quarter earnings report at the end of October. The company has been more effective in mitigating tariff expenses than originally planned earlier in 2025. The elimination of tax credits for electric vehicles may increase relative demand for internal combustion engine vehicles, which are more profitable for GM than the sales of electric vehicles.”
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