We recently published a list of Jim Cramer Recently Commented On These 12 Stocks. In this article, we are going to take a look at where Walmart Inc. (NYSE:WMT) stands against other stocks that Jim Cramer discussed recently.
During Thursday’s episode of Mad Money, Jim Cramer cautioned investors against letting excessive pessimism shape how they approach the stock market.
“My view, you can be as cynical and corrosive as you want about the vast majority of things in the world in life. But if you’re trying to make big money in the stock market, you’re actually better off being critical and constructive. Reflexive negativity is not a smart strategy, and you’ll most certainly trade yourself into oblivion with very little show for it.”
READ ALSO: Jim Cramer Put These 8 Stocks Under a Microscope Recently and Jim Cramer Commented on These 6 Natural Gas Players.
Cramer pointed out that markets often offer strong opportunities, especially on days when sentiment is low, and if investors remain too skeptical, they miss out. He emphasized that these chances do not appear in isolation; they show up often in what he called “the greatest market in the world.” As per Cramer, many stocks that were once dismissed or “left for dead” ended up rebounding. He noted, “The cynics missed all of these moves,” and went on to say, “You could have caught all of them.”
“So here’s the bottom line: If you examined these same opportunities with a jaundiced eye, too critical, too negative, I know what would’ve happened. You would’ve passed on all of them. But if you were open-minded, if you were constructive, any one of these could easily have made you a boatload of money.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 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).
A manager standing in a hypermarket, pointing out items available for wholesale.
Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders: 116
Walmart Inc. (NYSE:WMT) was mentioned during the episode, and here’s what Cramer had to say:
“I want to start with today’s trading. This morning, Walmart, largest retailer in the world, reported, and the stock initially rallied on the strength of their results…. But then management was cautionary about tariffs, don’t blame them, and the need to raise prices on the conference call, don’t blame them, and the stock very quickly reversed and dropped six points from its peak before the market opened. Now, I have to tell you, that reaction staggered me….
I’m positive that Walmart… will be a winner because of its dominance in the trenches. Its expertise, its sourcing, its inventory management, those are second to none. I mentioned that their balance sheet gives them a level of flexibility that the other retailers most certainly don’t have with the exception of Costco. Walmart can be tough with suppliers because they’ve got more bargaining power than any other store on Earth, because they’ve got that scale.
And let’s not forget that a quarter of their profits come from advertising, amazing gross margins there, and membership income. That’s an unassailable set of qualities equaled only by Cramer fave, Costco. These advantages aren’t going away because of the tariffs. If anything, I think they’re going to be accentuated. Tariffs are a problem for the entire industry, but Walmart’s one of the rare companies that can cope. Sure enough, the stock rallied… and [is] almost back to even. And I think the cynics who don’t believe that Walmart can handle this moment, they are destined to be losers.”
Walmart (NYSE:WMT) is a retail company. The company sells many types of products, including groceries, health supplies, electronics, clothing, and store-brand items.
Overall, WMT ranks 1st on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of WMT as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than WMT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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