In this article, we will discuss: Jim Cramer’s Hottest Defense Technology Stock Picks: Top 5 Stocks. For more stocks, you can head to Jim Cramer’s Hottest Defense Technology Stock Picks.
5. Huntington Ingalls Industries, Inc. (NYSE:HII)
Number of Hedge Fund Holdings in Q1 2025: 33
Number of Hedge Fund Holdings in Q4 2025: 39
Performance Since Cramer’s Remarks: 53.6%
Date/Month of Cramer’s Remarks: July 11th, 2025
Huntington Ingalls Industries, Inc. (NYSE:HII) is the firm responsible for America’s ability to project power globally since it is the only company capable of manufacturing aircraft carriers. Over the year, the shares are up by 97%, and they are up by 53% since Cramer discussed the firm in July. Huntington Ingalls Industries, Inc. (NYSE:HII)’s stock closed 10.6% lower on February 5th, 2025, after the firm reported its fiscal fourth quarter earnings report. The results saw the firm post $3.48 billion in revenue and $4.04 in per share profit to beat analyst estimates of $3.1 billion and $3.88. However, as part of the results, Huntington Ingalls Industries, Inc. (NYSE:HII) warned that for the first quarter, it could suffer from negative free cash flow. On December 22nd, the stock had closed 5% higher after the US Navy awarded the firm a contract to build small surface combatant warships. Cramer was quite optimistic about the firm in his July appearance on Mad Money:
“I’ve liked it since it was spun off… I think it’s terrific. It’s the absolute best plan for us to be able to build our ships, and we need a better Navy. I think it’s a buy.”
4. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holdings in Q4 2024: 101
Number of Hedge Fund Holdings in Q4 2025: 117
Performance Since Cramer’s Remarks: 60%
Date/Month of Cramer’s Remarks: April 17th, 2025
GE Aerospace (NYSE:GE) sells jet engines, avionics, and other products in the defense industry. Its shares are up by 39% over the past year and by 60% since Cramer discussed the firm in April on Mad Money. A few days after his remarks, GE Aerospace (NYSE:GE)’s shares closed 6% higher on April 22nd following the firm’s first quarter earnings report. The results saw the firm report $1.49 in profit per share to beat analyst estimates of $1.27. On January 22nd, 2026, GE Aerospace (NYSE:GE)’s stock closed 7.4% lower following its fiscal fourth quarter earnings report. The shares dipped even though the firm posted $1.57 in adjusted profit per share to beat analyst estimates of $1.32. GE Aerospace (NYSE:GE) also guided 2026 adjusted profit per share to range between $7.10 and $7.40, the midpoint of which was higher than what analysts had penciled in. Commentary from investment bank JPMorgan following the earnings suggested that the firm could face difficulty with margins in 2026. Here’s what Cramer said about GE Aerospace (NYSE:GE) in April 2025:
“One relative bright spot in this market has been aerospace, and airplane engine maker GE Aerospace reports, hey, great gross margins last time, they report Tuesday. This has been a huge winner since the old General Electric started its breakup over two years ago. That’s, Larry Culp’s been engineering that, and he runs GE Aerospace. It’s one of the largest backlogs in the business. Tremendous visibility into its outlook. We don’t see any reason why that changes. Now they have a terrific business that is, is just in repair…”
3. L3Harris Technologies, Inc. (NYSE:LHX)
Number of Hedge Fund Holdings in Q4 2024: 48
Number of Hedge Fund Holdings in Q4 2025: 48
Performance Since Cramer’s Remarks: 60.6%
Date/Month of Cramer’s Remarks: April 22nd, 2025
L3Harris Technologies, Inc. (NYSE:LHX) provides reconnaissance services, communication equipment, and other products and services to the defense sector. The shares are up by 64% over the past year and by 60% since Cramer discussed the firm in April on Squawk on the Street. The firm’s shares closed 3.8% higher on February 28th, on the same day that it announced that it would hike its quarterly dividend to $1.20 from an earlier $1.16. However, L3Harris Technologies, Inc. (NYSE:LHX)’s shares had closed 3.7% lower on January 29th when it reported its fiscal fourth quarter earnings. The results saw the firm post $5.65 billion in revenue and $2.86 in earnings per share to beat analyst EPS estimates of $2.76 but miss the revenue estimate of $5.77 billion. On October 30th, 2025, L3Harris Technologies, Inc. (NYSE:LHX)’s stock had closed 3% higher on the day that the firm reported its fiscal third quarter earnings. The results saw the firm post $4.92 billion in revenue to beat analyst estimates of $4.76 billion and raise full year revenue and earnings guidance to $19.2 billion and $19.4 billion and $12.25 to $12.45 per share over the previous estimates of $18.0 billion and $18.3 billion on earnings of $12.25 to $12.55 per share. Here’s what Cramer had said about the firm in April 2025:
“L3Harris, I think you gotta buy there. Because L3Harris is, there’s a lot of that that is science and tech. And I like L3Harris. . .I think down here it’s a really good stock.”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holdings in Q3 2024: 43
Number of Hedge Fund Holdings in Q4 2025: 89
Performance Since Cramer’s Remarks: 124%
Date/Month of Cramer’s Remarks: January 16th, 2025
Palantir Technologies Inc. (NASDAQ:PLTR) is the leading name among defense contractors when it comes to the software side of the industry. Cramer has been one of the stock’s biggest proponents and frequently discussed the firm in 2025. As the year started, the CNBC TV host was confident that Palantir Technologies Inc. (NASDAQ:PLTR) would benefit from the US government’s cost-cutting efforts. Later in the year, he asserted that the firm’s software was also enabling businesses to cut costs and improve operations. The stock is up by 61% over the past year and by 124% since Cramer discussed the firm in January 2025 on Mad Money. More recently, Palantir Technologies Inc. (NASDAQ:PLTR)’s shares closed 4.8% lower on February 12th after well-known short seller Michael Burry criticized the firm in a newsletter. Burry remarked that the firm’s shares could drop to a whopping $46 price. However, since his comments, the stock has gained 14%. Cramer was quite optimistic about Palantir Technologies Inc. (NASDAQ:PLTR) in January 2025 as he remarked:
“No, no. You hold it, you hold it and when it crops back down, you buy back the stock that you sold because this company is a winner. They have really smart people and a lot of good contracts. It’s the best data analysis company in the world, Palantir.”
1. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS)
Number of Hedge Fund Holdings in Q3 2024: 20
Number of Hedge Fund Holdings in Q4 2025: 41
Performance Since Cramer’s Remarks: 185%
Date/Month of Cramer’s Remarks: January 10th, 2025
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) provides drone, satellites, satellite communication, and other products and services to the defense sector. Its shares are up by 138% over the past year and by 185% since Cramer discussed the firm on Mad Money. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) started January 2026 on a strong note. Its shares closed 13.9% higher on the 8th after President Trump remarked that the US defense budget should be increased to $1.5 trillion. Then, the shares closed 9.3% higher the next day after B. Riley and Truist hiked the share price target. B. Riley increased Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS)’s share price target to $128 while Truist hiked it to $135. However, the stock closed 6.5% lower on February 27th after the firm announced a $1 billion equity offering. With Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS)’s stock being significantly higher since his remarks, here’s what Cramer said about the firm in January 2025:
“Modern military, modern defense, I like the story very much. I think you’re in good shape.”
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