Jim Cramer Stock Portfolio: Top 5 Stock Picks

In this article, we will list Jim Cramer Stock Portfolio: Top 5 Stock Picks. Please visit Jim Cramer Stock Portfolio: Top 10 Stock Picks, if you would like to see the extended list and the methodology behind it.

5. Meta Platforms (NASDAQ:META)

Number of Hedge Funds: 256

Meta Platforms (NASDAQ:META) ranks fifth in our list of Jim Cramer’s top 10 stock picks in 2026.

Jim Cramer has been recommending investors to own the stock, but he has also publicly shared his concern about Meta Platforms (NASDAQ:META)’s rising spending on AI. He said a few months back that Meta does not have an AI platform that can compete with ChatGPT or Gemini, nor does it have a Cloud business like Google or Microsoft.

“It would be great to have more clarity on what Meta is doing with it beyond making better targeted ads,” Cramer said. “Meta is still dominant in digital advertising. And between Instagram and Facebook, and then don’t forget WhatsApp, they have a massive user base, which gives them a gigantic advantage.”

Read more on why Cramer continues to like Meta Platforms (NASDAQ:META) here.

Meta Platforms (NASDAQ:META) shares fell sharply in October despite the company reporting strong quarterly results. The reason behind the stock decline was simple: Meta Platforms (NASDAQ:META) said it now expects between $70 billion and $72 billion in CapEx, versus prior guidance of $66 billion to $72 billion. Wall Street is spooked by this heavy spending. Cramer said on CNBC that many investors think Zuckerberg is “living dangerously.”

YCG Investments stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its fourth quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META) is the largest social media company in the world with over 3.5 billion daily active users of at least one of its four core products (Facebook, Instagram, Messenger, and WhatsApp). It’s also a former holding of ours that we have just recently repurchased.

Because of its incredible delivery and measurement infrastructure, Meta has created a virtuous cycle where more users enable the company to deliver more targeted content and ads which then leads to more engagement by users and more spending by advertisers. Meta’s recent quarterly reports are excellent examples of this dynamic. They reported strong growth in new users, user engagement, and ad prices. Most impressively, they grew all these metrics despite increasing ad impressions faster than daily active users…” (Click here to read the full text)