In this article, we will discuss: Jim Cramer Warned About Market Manipulation & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks.
5. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holdings in Q1 2026: 82
Banking giant Wells Fargo & Company (NYSE:WFC)’s shares are up by 3.7% over the past year and are down by 18.6% year-to-date. JPMorgan discussed the firm on April 30th as it reiterated a Hold rating and lowered the share price target to $86.5 from $91. Phillip Securities raised the rating to Buy from Accumulate and set a $98 share price target. Cramer has discussed Wells Fargo & Company (NYSE:WFC) several times over the past couple of months. Among the factors that he has praised the firm for include lifting of restrictions by the Federal Reserve and its CEO, Charlie Scharf. In this appearance, he discussed Wells Fargo & Company (NYSE:WFC)’s recent performance and stated that other banks were doing better:
“I’ve called out Charlie, in my conference call, I said, listen, he has one more quarter and then he’s out. No! Out of my portfolio. I think Charlie’s great, I just think there are other banks that are doing better.”
Mairs & Power Balanced Fund discussed Wells Fargo & Company (NYSE:WFC) in its third quarter 2025 investor letter:
“JPMorgan & Chase (JPM) and Wells Fargo & Company (NYSE:WFC) outperformed due to an improving outlook for credit conditions as well as a trend toward deregulation which should benefit the largest banks. Wells Fargo further benefited as several consent decrees, which outline specific reforms and improvements, were lifted by various regulators. With these restrictions aside, the company is now in a much better position for future growth.”
4. Citigroup Inc. (NYSE:C)
Number of Hedge Fund Holdings in Q1 2026: 106
Banking giant Citigroup Inc. (NYSE:C) was under the focus of several analysts in May. Goldman Sachs discussed the firm on May 9th. It reiterated a Buy rating and a $149 share price target. Goldman remarked that Citigroup Inc. (NYSE:C) could benefit from higher profitablity and a better return on equity over the coming years. It added that the bank’s Wealth and Markets business could also perform better than what analysts were expecting. Following Citigroup Inc. (NYSE:C)’s investor day, KBW reiterated an Outperform rating and a $140 share price target on May 1st. Cramer has started to increasingly praise the bank this year. In this appearance, while he lamented that Wells Fargo wasn’t performing well, he was praiseful about Citigroup Inc. (NYSE:C)’s performance:
“Jane Fraser is doing the best job. Citi is fantastic.”
Sound Shore Management discussed Citigroup Inc. (NYSE:C) in its fourth quarter 2025 investor letter:
“Some of our best contributors for 2025 included leading electronics and industrial assembler FLEX, global media company Warner Bros. Discovery and the aforementioned Citigroup Inc. (NYSE:C). Importantly, each was purchased for very attractive valuations, relative to our estimates of earnings power, while having their own drivers of value leading to improved earnings. Citigroup advanced after announcing strong year-over-year revenue growth and a plan to return more capital to shareholders through dividends and buybacks.”
3. Best Buy Co., Inc. (NYSE:BBY)
Number of Hedge Fund Holdings in Q1 2026: 45
Electronics retailer Best Buy Co., Inc. (NYSE:BBY)’s shares are up by 17.6% over the past year and by 12.6% year-to-date. May has been a great month for the stock as it gained 20.8% between the 27th and the 29th. In April, Goldman Sachs discussed Best Buy Co., Inc. (NYSE:BBY) as it cut the rating to Sell from Buy and reduced the share price target to $59 from $76. The bank remarked that the retailer could suffer from the impact of higher memory prices on its demand. Memory prices have surged due to excessive demand from AI chips. Like Goldman, Cramer also discussed memory prices and shared additional context about Best Buy Co., Inc. (NYSE:BBY)’s CEO and new TVs:
“But Corie Barry took this company through Covid, took this company through this memory shortage, took the company through terrible inflation. And I think they did a good job and I think she’s leaving at a high. This was an amazing quarter. People don’t realize it. They had, appliances are up, PCs were up, they used a lot of AI, got tied up with Google, AI. Really brought in the right merchandise. It was an excellent quarter by Best Buy. And I think that the most amazing thing, you know RGB? Red Blue and Green, TVs have Red, Blue and Green. Those are the dominant colors. And they now have that worked out to a science. That you may want to go get a new television. I’m going to get a new television because I didn’t know that they had now taken it to a new level. TV as you know it is about to change and it’s just being phased in right now.”
2. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holdings in Q1 2026: 107
Costco Wholesale Corporation (NASDAQ:COST) is one of Jim Cramer’s favorite stocks. He has revealed on several occasions that it’s one of the oldest stocks in his portfolio. The CNBC TV host has repeatedly praised the firm for its efforts to keep prices low for consumers. Truist discussed Costco Wholesale Corporation (NASDAQ:COST) on May 7th as it reiterated a Hold rating and a $977 share price target on the firm on May 7th. It remarked that the retailer benefited from higher volume due to higher gas prices. Earlier, in April, Bernstein had named the firm as one of its top consumer stocks due to benefits stemming from rising inflation. Cramer discussed Costco Wholesale Corporation (NASDAQ:COST) after the firm’s fiscal third quarter earnings, which saw it discuss higher gas volumes as consumers searched for cheaper alternatives:
“It was not a good all. They didn’t explain the growth well. . .the executive membership was good but it was not a good call. They didn’t mean it to be downbeat but I took it as downbeat. . .the actual sales were good, it’s about, you know what can I saw. . .it was almost like, here, this is what we did. And they really missed the former CFO. . .it was not a good call, and I’m a huge believer and I was disappointed.”
1. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q1 2026: 79
Cybersecurity software provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 55% over the past year and by 61% year-to-date. Morgan Stanley discussed the firm on May 20th as it raised the share price target to $610 from $510 and kept an Overweight rating on the stock. The bank remarked that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was benefiting from the growth in AI-enabled threat detection, its Falcon platform and large enterprise deals. With the surge in the shares, Cramer has been eager to remind everyone that he was bullish about CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and other cybersecurity stocks while the market had doubted them in the aftermath of Anthropic’s cybersecurity announcements. He maintained the theme in this appearance as well:
“One of the stocks that was most beaten down during that period when Anthropic was saying, hey, we’ll do this, we’ll do that, we’ll do cybersecurity, was CrowdStrike. And George Kurtz came on twice at the show and said, listen, we’re actually a winner. We’re the ones whose gonna be protecting you from the things that go wrong, like the Mythos. Well take a look at it, it’s been, George got the word out, George finally explained it. Jefferies comes out and says, they expect 275 million in new net annual return. That would be incredible and by the way, they report next week and I think George is going to put out a great number. It is some people think, now with Palantir coming down, the richest company of any company, in terms of how expensive the multiple. I come out and say, the amount of business that they’re doing is unfathomable. And only Dell has been beating them.”
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