Jim Cramer’s Hottest Defense Technology Stock Picks

7. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holdings in Q3 2024: 103

Number of Hedge Fund Holdings in Q4 2025: 114

Performance Since Cramer’s Remarks: 45%

Date/Month of Cramer’s Remarks: April 4th, 2025

The Boeing Company (NYSE:BA) is one of the largest defense contractors in America, courtesy of its presence in the aerospace supply chain. Its shares are up by 7.6% over the past year and by 45% since Cramer discussed them in April. The Boeing Company (NYSE:BA)’s shares closed 9.5% lower on the day the CNBC TV host discussed the firm on Squawk on the Street. April 2025 was a weak month for the stock due to the trade tensions between the US and China, which saw the latter pause the delivery of all jets to its airlines. The Boeing Company (NYSE:BA)’s stock closed 4.4% lower on October 29th, the day the firm reported its third-quarter earnings report. The results saw the firm post $7.47 in loss per share, which was wider than the $4.59 that analysts had penciled in. However, the earnings proved Cramer right as The Boeing Company (NYSE:BA) announced that it was cash positive for the first time in years. The CNBC TV host had predicted that this would be the case, and in April 2025, he had advised viewers not to sell The Boeing Company (NYSE:BA):

“[On BA and CAT being the worst two Dow names] Yeah I know, I mean because of China, although Caterpillar has diversified away from China so much and Boeing has got so many orders it shouldn’t be. Those are both mistakes. Shouldn’t be. Don’t sell those.”