Jim Cramer’s Hottest Defense Technology Stock Picks

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6. RTX Corporation (NYSE:RTX)

Number of Hedge Fund Holdings in Q4 2024: 80

Number of Hedge Fund Holdings in Q4 2025: 79

Performance Since Cramer’s Remarks: 51%

Date/Month of Cramer’s Remarks: April 17th, 2025

RTX Corporation (NYSE:RTX) makes and sells radars, engines, missiles, and other equipment to the military. Over the year, its shares are up by 43%, and since Cramer’s remarks on Mad Money in April 2025, they are up by 51%. On April 22nd, 2025, the shares closed 9.81% lower after the firm warned that President Trump’s Liberation Day tariffs could lead to a $850 million hit to its 2025 profits. On October 21st, RTX Corporation (NYSE:RTX)’s shares closed 7.7% higher after the firm’s third-quarter earnings report. The results saw the firm post $22.48 billion in revenue and $1.70 in adjusted profit per share to beat analyst estimates of $21.31 billion and $1.41. Additionally, RTX Corporation (NYSE:RTX) also raised its full-year revenue forecast to $86.5 billion and $87 billion from an earlier $84.75 billion and $85.5 billion. In 2026, the stock closed 4.7% higher on March 2nd after the US started its military operation in Iran. Here’s what the firm had said about the firm in April 2025:

“I’ve been liking the defense stocks lately because if our trading partners want better treatment from the Trump administration, the traditional go-to move is to go buy some planes and go buy some military hardware. Northrop Grumman, RTX, and Lockheed Martin all report on Tuesday morning. I think each one can be bought. But let me tell you something right now, RTX is the one. That’s the best of the lot.”

While we acknowledge the potential of RTX 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 RTX and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Jim Cramer’s Hottest Defense Technology Stock Picks: Top 5 Stocks.

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