In this article, we will look at the stocks on Jim Cramer’s game plan as he shared his take on the market post-Iran-U.S. ceasefire talks. The host of Mad Money said on Friday that investor sentiment has become far too confident after the news of ceasefire talks between Iran and the United States.

The market’s bold. The market’s decisive. And frankly, I find it incredibly overconfident right now, given the tenuous nature of our ceasefire with Iran and the fact that they can shut down the most important commercial waterway on earth in a heartbeat, and we can’t seem to be able to do anything about it. I start off tonight’s show this way, not because I’m some military strategist, I am, however, a stock strategist, someone who can help you gauge the appropriate level of confidence in your stocks… I believe that many investors have gotten ahead of themselves and maybe are too bullish considering these circumstances. It’s a heck of a run we’ve had here. The idea that everything will finally go right in the Middle East seems like a real stretch to me.

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Cramer said he is not calling it a breaking point for the market. He said he does not see a broader threat that could destabilize the entire financial system.

Here’s the bottom line: Despite that tenuous ceasefire with Iran, I bet there’s a notion of opportunity. I just think the bulls need to pull in their horns a little bit. They need to have a little more fear to match the fear about what will happen with Iran over the next week. Otherwise, the overconfidence and the overbought nature of the market are just simply not conducive to us going that much higher.

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 10. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s Game Plan for 12 Stocks and His Take on the Market Post Iran-U.S. Ceasefire Talks

12. Fifth Third Bancorp (NASDAQ:FITB)

Fifth Third Bancorp (NASDAQ:FITB) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer finished his game plan with FITB and other regional banks, as he commented:

Friday is a regional bank day. I like the regional banks. We get a better sense of how Main Street’s doing it. Now, it’s a trio of good ones, and this is what’s really important: Fifth Third, Regions, and Truist. I am a huge believer that this year will be the year when the big banks, like the ones that I cover down here, the big banks will, because the regulatory regimen is so much looser, will try to buy, not necessarily these three, although I would really buy Fifth Third, but they’re going to try to let them buy these smaller banks and that’s going to be fabulous… owning the smaller banks, not just the big ones. By the end of the week, we should know a ton about the state of the consumer and corporate America’s appetite for acquisitions and IPOs.

Fifth Third Bancorp (NASDAQ:FITB) provides financial services, including commercial and consumer banking, lending, mortgages, and cash management, along with wealth and asset management services, investment planning, and advisory solutions.

11. Netflix, Inc. (NASDAQ:NFLX)

Netflix, Inc. (NASDAQ:NFLX) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer showed quite a bullish sentiment toward the stock, as he said:

Netflix reports Thursday, and this company’s a juggernaut. So many thought that they took their eye off the ball with the attempted purchase of Warner Brothers Discovery. I thought it’d be terrific either way, okay? If they got it, it’d be terrific. If they didn’t, well, they’d get paid a $2.8 billion breakup fee, walk away. I think they can just build up a great studio on their own. But more importantly, think of this, Netflix came out of nowhere to build this incredible, the greatest entertainment company on earth. I bet they can just keep doing what they’re doing. Let’s give them the benefit of the doubt.

Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. A caller asked about the stock during the March 18 episode, and Cramer replied:

Okay, let me tell you… I think I’m going to throw in one more positive. I think they could raise the price of the service. I think everybody loves it. I think you leg into Netflix. This is not a good market. You buy some here, you buy some a little bit lower. If you buy it all right now, you’re going to end up, if it goes to $85, you’re going to feel terrible. So buy it slow. That’s what we’re doing… Buy it slow. Then this market won’t get you down.

10. Abbott Laboratories (NYSE:ABT)

Abbott Laboratories (NYSE:ABT) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer called the stock “tricky,” as he commented:

I also want to hear from Abbott Labs, and this is tricky, okay? Its stock’s down an astounding 20% for the year after that last just so-so quarter, and a loss and a lawsuit about its special baby formula. But I don’t know if this really, if this stock really belongs on the 52-week low list. I mean, that said, if Abbott’s going to go higher, it’s going to have to give us a couple of reasons on the call.

Abbott Laboratories (NYSE:ABT) develops and sells healthcare products, including generic medicines, diagnostic systems, nutrition brands, cardiovascular and diabetes care devices, and neuromodulation technologies. During the November 20, 2025, episode, Cramer discussed the company’s acquisition of Exact Sciences, as he stated:

This morning, Abbott Labs announced that it’s buying Exact Sciences, that’s the colorectal cancer screening company, for about $21 billion. It’s a 51% premium where it was trading before we started hearing talk of the deal. This transaction will be the largest healthcare deal in two years and the largest diagnostic acquisition ever. Exact Sciences has a great product… Of course, this kind of deal probably would’ve been blocked by Biden’s antitrust regulators if only because the FTC under Lina Khan seemed reflexively hostile to all mergers. But under Trump, it’ll probably sail through.

Now, normally, an acquired stock only gets hit hard if they’re paying… for the target with their own shares. But Abbott’s paying in cash, and it’s still dropped more than $6 over the past two days since the deal was reported. I think that’s crazy. Abbott has a big hole in its diagnostic business, and Exact Sciences would plug it. The rest of the business is doing quite well. So I think it’s a terrific time to do some buying, especially as once in the portfolio, it will accelerate Abbott’s growth rate.

9. PepsiCo, Inc. (NASDAQ:PEP)

PepsiCo, Inc. (NASDAQ:PEP) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer called it the “second-best packaged food” company, as he remarked:

Thursday, we get results from the second-best packaged food company in the world. That’s PepsiCo, second best because Coca-Cola is first. I’ve been impressed by how well Pepsi’s dealing with the travails of processed food and the year of GLP-1 weight loss drugs and healthy diets for young adults. While CEO Ramon Laguarta has had his missteps, like the chips that he made that were too expensive, he’s navigated both soft drinks and Frito-Lay in a way that demonstrates that he’s listening to the customer, thank heavens. Really makes you wonder what the heck the other guys are doing.

PepsiCo, Inc. (NASDAQ:PEP) produces, markets, and distributes beverages and convenient foods, including snacks, cereals, dairy, and ready-to-drink products. During the March 12 episode, a caller asked whether it was time to get out of the stock, and Cramer responded:

No… This is at the crux of what I’m talking about. I don’t want people selling good stocks because of short-term concerns. You get a 3.5% yield. You’ve got CEO, Ramon Laguarta who’s doing a terrific job. You’ve got the best food and beverage play. I don’t want you selling.

8. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer mentioned the stock while highlighting that the industry is “finally on fire,” as he commented:

Now, after the close, we’re going to tune into one of the best companies in the trucking industry that nobody listens to other than me, and that’s J.B. Hunt. Great conference call. After three down years, this industry’s finally on fire. I expect J.B. Hunt’s stock to be headed higher.

J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) provides freight, delivery, and logistics solutions across multiple transportation modes. The company operates extensive fleets of tractors and trailers. Cramer discussed the company’s last quarter during the January 16 episode, as he remarked:

Technically, when J.B. Hunt reported, the numbers were indeed mixed. Nice earnings beat paired with a small revenue miss, and most of that earnings beat came from cost cuts… J.B. Hunt managed to deliver a solid earnings beat altogether, thanks to its cost-cutting efforts. Throw in its $923 million in buybacks last year, hey, that’s a significant amount for this… $20 billion company. And its earnings per share grew by 24% year-over-year. And remember, this is an incredibly well-run trucking company. So overall, J.B. Hunt had pretty solid numbers. I’m not going to scoff at nearly 25% earnings per share growth, even if it is from cost cuts and buyback…

When the freight market turns around, J.B. Hunt should be able to make a fortune. But we’re clearly not there yet, and management doesn’t seem to know how long it will take… Overall, I think this was a fine quarter for J.B. Hunt, if not for the rest of the industry. Company’s strategy for lean freight market is clearly working pretty well, and everything they’re doing right now will put the company in a strong position when the freight market recovers. That said, after the stock’s recent run, J.B. Hunt’s stock now feels pretty darn expensive, trading at over 27 times this year’s earnings estimate…

As long as management isn’t saying anything particularly encouraging about the freight business, it’s tough to justify paying 27 times earnings for this thing… More important, this quarter was definitely not positive for the rest of the trucking space. As J.B. Hunt sees it, the demand situation leaves a lot to be desired. This company is the market leader, so it can do things to take share from its competitors when the market’s weak. But everybody else just has to cope with a bad environment…

Here’s the bottom line: I was watching the J.B. Hunt earnings, remember, they’re the top dog, last night to see if there was a recent rally in the trucking stocks and whether it could be justified with newfound strength in the freight market. But while we got a lot of reasons to like J.B. Hunt, we got very few reasons to feel good about freight in general.

7. Bank of America Corporation (NYSE:BAC)

Bank of America Corporation (NYSE:BAC) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer expects “solid results” from the company, as he said:

Alright, now, more banks, Wednesday, Morgan Stanley, and Bank of America… Bank of America will be solid. I like solid. You can do worse than solid.

Bank of America Corporation (NYSE:BAC) provides banking, investment, and financial services, including lending, wealth management, trading, and advisory solutions. A caller asked for Cramer’s opinion on the stock, and he responded:

Okay, I think Bank of America is an excellent bank. I think that the financials right now have taken such a severe decline. Bank of America at $47. Could it go down to $40? Maybe. All the financials are under pressure in part because of Iran, but also because of private credit. I would stick with Bank of America. That’s the kind of company at 10 times earnings that I think is going to give you a long-term good return. Think longer term. You must do that.

6. Morgan Stanley (NYSE:MS)

Morgan Stanley (NYSE:MS) is among the stocks on Jim Cramer’s game plan as he shared his take on the market post Iran-U.S. ceasefire talks. Cramer expects a “good quarter” from the company, as he said:

Alright, now, more banks, Wednesday, Morgan Stanley, and Bank of America. I think Morgan Stanley should have a good quarter. And given that I expect a great number of IPOs in the second half of the year, this investment bank should have a fabulous 2026. Ted Pick, I bet they have their traders fired up, and they’ll be instrumental in putting up a good quarter.

Morgan Stanley (NYSE:MS) provides financial products and services, including investment banking, wealth management, and asset management, for institutions and individuals. Baron Financials ETF stated the following regarding Morgan Stanley (NYSE:MS) in its fourth quarter 2025 investor letter:

During the quarter, the Fund invested in Morgan Stanley (NYSE:MS), a leading global investment bank and wealth management firm. Morgan Stanley has successfully diversified its business beyond cyclical banking and trading fees into more recurring wealth and investment management. These businesses collectively oversee $9.3 trillion in client assets that generate predictable, capital light revenue that grows from inflows and market appreciation. Morgan Stanley has a unique client acquisition model that includes financial advisors, self-directed accounts, and workplace accounts, providing multiple avenues to serve clients. In 2025, the company amassed over $350 billion in net new assets, with a 7% net inflow rate in the fourth quarter. These businesses provide a durable base of revenue and earnings for Morgan Stanley even when banking activity is slow. At the same time, Morgan Stanley remains a top three global investment bank, enabling the firm to generate considerably higher earnings during periods of strength in the capital markets.

Morgan Stanley benefits from numerous competitive advantages. It has a leading brand in banking and wealth management, long held customer relationships, and access to premier industry talent. Its unique customer acquisition model gives Morgan Stanley a strong relationship with clients earlier in their wealth lifecycle and the ability to grow with clients as they build wealth. As Morgan Stanley grows revenues, we expect continued margin expansion from operating leverage and efficiencies from the broader usage of AI. The company has significant excess capital, which could be used to invest in the business or returned to shareholders, especially as capital requirements ease under a more business-friendly administration… (Click here to read the full text)

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