Jim Cramer’s 5 Stock Calls: Apple and Alphabet, and Caution About the Market

In this article, we will look at Jim Cramer’s 5 Stock Calls: Apple and Alphabet, and Caution About the Market. Please visit Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market, if you’d like to see the extended list and methodology behind it.

5. Innio N.V. (NASDAQ:INIO)

Innio N.V. (NASDAQ:INIO) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer called it a “good story,” as he stated:

I like that it’s not too far from where it came public so you can still buy it. Makes sense that it’s at a premium… Now, we don’t have full 2026 estimates for Innio yet, but if you assume the rest of the year goes like the first quarter, a conservative assumption, then this stock has an enterprise multiple of 46. Not great, not cheap, nowhere near Bloom Energy’s enterprise multiple… So here’s where I come down on Innio: Because of what I just said, I can’t be crazy about it. It’s a good story, right at the center of one of the hottest themes in the market: power generation for the data center.

In a perfect world, I’d recommend buying the stock a bit lower, say around 29, where it would be valued on par with GE Vernova, but this is not a perfect world, people. And besides, my back-of-the-envelope estimates for Innio are likely way too conservative. If you want to buy the stock here, you know what, I’m going to give you my blessing because it’s such a good story.

At the end of the day, this stock’s hostage to AI, but until we see a slowdown in the great data center build out, and I don’t think we’re going to, I am not fretting it. Here’s the bottom line: I think Innio is worth owning here. And while I prefer you wait for a pullback to pull the trigger, it wouldn’t be crazy to put on a small position, at least right here, right now. See if it comes in while we wait for SpaceX. That may give you the discount that you need to get in a nice-sized position of a bite-sized data center play.

Innio N.V. (NASDAQ:INIO) manufactures and sells power-generation engines and equipment for data center, power, and compression markets. The company also supplies lifecycle aftermarket services, including spare parts, overhauls, digital solutions, and an AI-driven fleet management platform.