Jim Cramer’s 5 Stock Calls, Including Sandisk, Snowflake, and Fair Isaac

In this article, we will look at Jim Cramer’s 5 Stock Calls, Including Sandisk, Snowflake, and Fair Isaac. Please visit Jim Cramer’s 16 Stock Calls, Including NVIDIA, Coterra, and Honeywell, if you’d like to see the extended list and methodology behind it.

5. TransDigm Group Incorporated (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) was among Jim Cramer’s recent stock calls on Mad Money. When a caller asked about the stock, Cramer remarked:

Ooh, interesting because you know, I like Boeing. I don’t know why I need TransDigm, and I don’t know why you need it either. I think that one of the things that I find when I’m trying to buy these ancillary plays is I say, why not go with the big daddy? And Boeing reports next week. I think it’s going to be fine. You buy some before Boeing reports and some after.

TransDigm Group Incorporated (NYSE:TDG) designs specialized aircraft components, including engine technology, safety restraints, and electronic controls. Mar Vista Investment Partners, LLC stated the following regarding TransDigm Group Incorporated (NYSE:TDG) in its Q1 2026 investor letter:

TransDigm Group Incorporated (NYSE:TDG) was a negative contributor to portfolio performance in Q1 2026, as investor sentiment weakened despite a fundamentally solid quarterly print. The company modestly exceeded expectations, with revenue and adjusted EPS both coming in approximately 1% above consensus, alongside a beat on EBITDA margins and a higher midpoint to full-year guidance. However, the key driver of share price weakness was disappointing growth in core commercial aerospace aftermarket sales, which increased just 7% year-over-year, below investor expectations and the peer group. The shortfall was primarily attributed to customer inventory destocking and distributor order lumpiness, rather than underlying demand deterioration. Nevertheless, this raised concerns about near-term momentum and led to a pullback in the stock.

Looking ahead, we view these pressures as transitory rather than structural. We expect year-over year comparisons in commercial aerospace to ease as the year progresses, supporting a return to high single-digit aftermarket growth. Encouragingly, Q2 bookings are tracking ahead of schedule, suggesting underlying demand remains intact. From a capital allocation standpoint, TransDigm remains well positioned, with approximately $10 billion of deployable capital for M&A, providing a meaningful avenue for continued earnings accretion and a resumption of the 15-20% private equity like returns. That said, inventory dynamics are likely to remain a modest headwind through the remainder of fiscal 2026, as the channel continues to normalize. Additionally, we believe there is a notable degree of conservatism embedded in full-year margin guidance, leaving room for potential upside as operational execution continues… (Click here to read the full text)

4. AEVEX Corp. (NYSE:AVEX)

AEVEX Corp. (NYSE:AVEX) was among Jim Cramer’s recent stock calls on Mad Money. Cramer called it a “very cool story” during the episode, as he stated:

I’ve been watching this one because we know from the wars in Ukraine and Iran that drones are indeed the future of warfare and Wall Street’s clearly interested in these stories… There’s more noise in these numbers than I’d like because AEVEX is backed by a private equity firm… Here’s the good news: With those rough numbers that AEVEX provided for the first quarter, their profitability bounced back in a big way… It’s good to see AEVEX turning a profit. I like IPOs that are profitable… Fortunately, AEVEX is using most of the IPO proceeds to pay down debt…

Let’s talk about valuation. This is what I find most intriguing. AEVEX priced its IPO at $20. It then opened at… just over $23 this morning and finished the day at just under $27, up 35%. At this level, the company’s valued at roughly $3 billion… AEVEX numbers are all over the place. We have no idea where they’ll settle. That said, $3 billion seems, I think, too low of a valuation for AEVEX. Of course, this happened, I think, because the war wound down the day it came public. Even if we have to take last year’s revenue total of $433 million, and we’re talking about a stock that’s roughly 7 times last year’s sales. Obviously, they’re on track to do much better than that, even if they can’t maintain their insane growth rate from the first quarter. And remember, AEVEX is profitable. If we very crudely estimate, say $80 million in net income for this year, that’s 4 times the first quarter result. Then we’re talking about a stock that trades at 38 times earnings. Okay, not bad for such an exciting story, I think…

Here’s the bottom line: AEVEX is right at the center of maybe the hottest single trend in the defense industry, which itself is booming at the moment. And given this company’s rough numbers, I think the stock’s too cheap here, which is why you have my blessing to buy it at these levels, even if the war’s reaching its conclusion. It’s a very cool story, and AEVEX is doing important work.

AEVEX Corp. (NYSE:AVEX) manufactures autonomous systems, including modular uncrewed aircraft and surface vehicles, as well as AI-driven navigation technologies. In addition, the company provides specialized engineering services, including aircraft modification and airborne intelligence solutions for mission-specific needs.

3. Snowflake Inc. (NYSE:SNOW)

Snowflake Inc. (NYSE:SNOW) was among Jim Cramer’s recent stock calls on Mad Money. A caller asked whether it is a good time to get into the stock or if it is too late. In response, Cramer said:

Alright, Sridhar Ramaswamy, he’s doing a remarkable job. Earlier I talked about FICO and how you just get this boogeyman; they just say listen, watch out, this stuff’s going to be destroyed. This one’s supposed to be destroyed by Databricks, you know, this is supposed to be destroyed by a theme [that] is really hard to dispel. That said, if you start buying Snowflake down here, you’re buying it at a, what is the first decent price I’ve seen in a long time.

Snowflake Inc. (NYSE:SNOW) provides a cloud platform that helps organizations pull their data into one place so they can analyze it, build data apps, share information, and use AI to solve business challenges. Cramer highlighted the company’s major partnerships during the February 25 episode, as he commented:

Okay, can any enterprise software company catch a break in this environment where Wall Street’s terrified AI will destroy the profit margins even if it hasn’t even started yet? Look at Snowflake. Now, this is a cloud-based data management analytics platform. This is more of an infrastructure play, and they have a consumption-based pricing model rather than charging per seat, which should make the stock a lot less vulnerable to AI. In fact, their platform is borderline essential for building AI tools. They’ve recently announced major partnerships with both Anthropic and OpenAI, yet the stock’s down nearly 40% from its highs in early November. And when Snowflake reported after the close… terrific annual product revenue forecast, it wasn’t enough to change the narrative. Initially, the stock jumped higher in after-hours trading, but then it gave back all those gains and then some.

2. Sandisk Corporation (NASDAQ:SNDK)

Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer’s recent stock calls on Mad Money. Referring to Cramer’s previous caution on the stock, a caller noted that it has surged 85% since January despite unchanged fundamentals and asked for an updated outlook. He replied:

I’m glad you brought this up. I’ll tell you why. Because my discipline has, from time to time, betrayed me. I have said when a stock’s moved this much, what you have to say is you’ve missed it. That was not true. It turned out that it had the rare staying power that I’ve almost never seen in my career… So I am always going to miss a stock like Sandisk because my disciplines will betray me. But they will, over the long term, make me a lot more money than they will if I had, just had no discipline at all. But it’s important to always remember that sometimes your styles, your traits, your disciplines may betray you. It did it with Sandisk.

Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives.

1. Fair Isaac Corporation (NYSE:FICO)

Fair Isaac Corporation (NYSE:FICO) was among Jim Cramer’s recent stock calls on Mad Money. A caller asked what Cramer thinks about buying FICO shares, given the stock’s recent decline. He replied:

Okay, here’s the problem: I think FICO is not as easily disrupted as the market thinks, but as long as it’s out there, every time it lifts, people are going to sell the stock. It’s like Intuit. It’s like Workday. It’s like ServiceNow. It just, you can’t stop the flood of thoughts that Anthropic is going to destroy your company. So I’m not going to get into that hornet’s nest, I’m sorry, even though I like the company.

Fair Isaac Corporation (NYSE:FICO) provides analytics software and predictive scoring solutions that help businesses and consumers make informed financial decisions. The company’s products include tools for fraud detection, customer management, and credit risk assessment. ClearBridge Investments stated the following regarding Fair Isaac Corporation (NYSE:FICO) in its Q1 2026 investor letter:

The outbreak of war in the Middle East accelerated a selloff among growth stocks that started with software weakness and resulted in wide losses for the first quarter. Tax prep software maker Intuit, credit score provider Fair Isaac Corporation (NYSE:FICO), cloud hyperscaler Oracle and enterprise software firm Salesforce were all impacted by a broad acceleration in the selloff among software companies feared to be disintermediated by AI. Fair Isaac, known for its FICO score, was also hurt by concerns about growing competition that we believe are overblown as the company continues to deliver considerable value to its customers.

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