In this article, we will discuss: Jim Cramer’s Biggest Losers: 5 Stocks That Just Didn’t Work Out. For more stocks, you can head to Jim Cramer’s Biggest Losers: 10 Stocks That Just Didn’t Work Out.
5. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holdings in Q3 2025: 110
Number of Hedge Fund Holdings in Q1 2026: 91
Performance Since Cramer’s Remarks: -16.7%
Date/Month of Cramer’s Remarks: January 5th, 2026
AppLovin Corporation (NASDAQ:APP) is a technology company that enables customers to run digital advertisements. Its shares are up by 52% over the past year and are down by 14.8% year-to-date. The stock closed 4.5% higher on June 29th. On that day, Raymond James initiated coverage of the firm to set a Strong Buy rating and a $640 share price target. The financial firm discussed AppLovin Corporation (NASDAQ:APP)’s move into eCommerce advertising and the integration of AI into its operations as some of the reasons behind its optimism. Other factors that have impacted the stock include Google’s Project Genie and competition from social media giant Meta, with some reports suggesting that the stock has struggled due to these. AppLovin Corporation (NASDAQ:APP)’s shares closed 16.9% lower on January 30th, while on January 29th, Google’s Genie launch enabled users to create and interact in digital worlds. Cramer discussed AppLovin Corporation (NASDAQ:APP) in detail on January 5th:
“The eighth-best stock in the Nasdaq-100 was AppLovin. Now, that’s an advertising software company that helps its customers, like many mobile game developers, grow their reach and monetize their platforms. Now, this is another one with a big retail following. The stock put up huge gains earlier in the year before flattening out over the past few months, but did finish 2025 up 108%. Of course… some people would call these cult stocks. AppLovin’s expensive, trading at 43 times this year’s earnings estimates, which only seems cheap in comparison to Palantir. That said, this company has legitimately great growth and the business is incredibly profitable. Right now, you know what, I can’t name a single competitor to AppLovin. It’s like this company has the whole market to itself. Specifically, AppLovin has seen its revenue roughly triple in the past four years. Meanwhile, the earnings per share have gone from next to nothing to an expected $9.37 for 2025, which would be more than double 2024’s number. The best part, AppLovin’s growth is expected to continue or even accelerate. Wall Street’s looking for 37% revenue growth and 56% earnings growth. And that’s why I’m more comfortable recommending this one because even though AppLovin trades like a speculative stock, the business really isn’t that speculative.”
4. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holdings in Q3 2025: 129
Number of Hedge Fund Holdings in Q1 2026: 135
Performance Since Cramer’s Remarks: -18.2%
Date/Month of Cramer’s Remarks: January 5th, 2026
Over the course of the past several months, Jim Cramer hasn’t been able to stop praising Capital One Financial Corporation (NYSE:COF). The CNBC TV host has been quite enthusiastic about the bank’s acquisition of Discover Financial. He believes that the deal will enable Capital One Financial Corporation (NYSE:COF) to vastly increase its operating scale and take on larger players, Visa and MasterCard. The shares are down by 6% over the past year and by 17% year-to-date. They dipped by 1.5% on April 22nd after the firm reported its first quarter earnings on April 21st. The results saw Capital One Financial Corporation (NYSE:COF) post $15.23 billion in revenue, which missed analyst estimates of $15.36 billion and $4.42 in earnings per share, which missed estimates of $4.51. Earlier in the year, Capital One Financial Corporation (NYSE:COF)’s shares had closed 7.6% lower on January 23rd after investors worried about the impact of President Trump’s plans to shake up the credit industry. Here is what Cramer said about Capital One Financial Corporation (NYSE:COF) on January 5th:
“Well look at Capital One. That move in Capital One is extraordinary yet it still sells at 12 times earnings. And they’re going to have their own credit card with their own back office as they bought Discover. . . this is the group to own. . .if you’re worried about high price to earnings multiples.”
3. CoreWeave Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings in Q3 2025: 62
Number of Hedge Fund Holdings in Q1 2026: 63
Performance Since Cramer’s Remarks: -19.2%
Date/Month of Cramer’s Remarks: January 16th, 2026
CoreWeave Inc. (NASDAQ:CRWV) is another stock that Jim Cramer has stuck by despite the weak performance. Being one of the biggest proponents of the AI buildout, the CNBC TV host believes that CoreWeave Inc. (NASDAQ:CRWV) is a leader in the space when it comes to building data centers. The firm’s shares are down by 48.8% over the past year and are up by 3% year-to-date. Since Cramer’s remarks in January, the shares are down by 19%. On May 8th, CoreWeave Inc. (NASDAQ:CRWV)’s shares closed 11% lower after the firm reported its fourth quarter earnings. The results saw it post $2.08 billion in revenue to beat analyst estimates of $1.97 billion. However, CoreWeave Inc. (NASDAQ:CRWV)’s $1.40 in loss per share overshot analyst estimates of $0.95. Additionally, its capital expenditure of $6.8 billion also overshot estimates of $6 billion. On July 1st, the stock dipped by a massive 13.9% after Meta announced plans to sell excess compute. Here is what Cramer said about the firm in his morning appearance:
“CoreWeave’s stock is coming back. . .”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holdings in Q3 2025: 81
Number of Hedge Fund Holdings in Q1 2026: 96
Performance Since Cramer’s Remarks: -25.71%
Date/Month of Cramer’s Remarks: January 5th, 2026
Palantir Technologies Inc. (NASDAQ:PLTR) was one of Cramer’s most frequently discussed stocks in 2025. Throughout the year, he praised the firm on multiple grounds. These included its ability to let the US government cut costs, and its products helping drive efficiencies for businesses. As the year started, the CNBC TV host asserted that Palantir Technologies Inc. (NASDAQ:PLTR)’s stock just needed a good kick. However, the shares are down by 25.7% since he discussed them. 2026 has seen the firm contend with famed short seller Michael Burry. Palantir Technologies Inc. (NASDAQ:PLTR)’s shares closed 7.3% lower on April 9th as Burry remarked that Anthropic was “eating Palantir’s lunch.” On May 5th, the stock closed 6.9% lower following the Q1 earnings release on the 4th. However, as part of what reports described as enthusiasm for the software sector, Palantir Technologies Inc. (NASDAQ:PLTR)’s shares gained 18% between May 27th and May 29th. Here is what Cramer said about the firm in January:
“Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now.”
1. QXO, Inc. (NYSE:QXO)
Number of Hedge Fund Holdings in Q3 2025: 65
Number of Hedge Fund Holdings in Q1 2026: 65
Performance Since Cramer’s Remarks: -34.24%
Date/Month of Cramer’s Remarks: January 8th, 2026
Building products distributor QXO, Inc. (NYSE:QXO)’s shares are down by 25% over the past year and by 17.8% year-to-date. Its shares closed 3% lower on June 30th, with media reports suggesting that the firm’s TopBuild acquisition was to blame. The target’s shareholders chose cash for payment instead of stock, and the shares lost an additional 6% between the 30th and July 2nd. QXO, Inc. (NYSE:QXO)’s shares had also rallied after the results of the shareholder vote were announced. Citi discussed the firm on May 15th as it reduced the share price target to $28 from $30 and kept a Buy rating on the shares. On the 14th, Stephens cut the share price target to $26 from $29 and kept an Overweight rating. It remarked that QXO, Inc. (NYSE:QXO)’s first quarter earnings demonstrated that its margin control strategies were bearing fruit. Here is what Cramer said about the firm on Mad Money:
“I think it’s a buy because it’s Brad Jacobs. You can’t bet against Brad Jacobs. They do have a 10% short position. I tell you, while I’m not just pounding the table because it’s all the way up, I think it’s a buy.”
While we acknowledge the potential of QXO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than QXO and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
