Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks: Top 5 Stocks

4. CVS Health Corp. (NYSE:CVS)

Number of Hedge Fund Holdings in Q4 2025: 88

Health insurer CVS Health Corp. (NYSE:CVS) is another stock that popped on Jim Cramer’s radar. The shares are up by 58.6% over the past year and by 19.7% year-to-date. Wells Fargo discussed the firm on May 8th as it adjusted the share price target to $103 from $102 and kept an Overweight rating on the stock. The bank remarked that CVS Health Corp. (NYSE:CVS) could further revise its estimates to the upside for the rest of the year. In its latest quarter, the firm had raised its full-year 2026 profit per share guidance to $7.30 to $7.50 from an earlier $7 to $7.20. Cramer has praised CVS Health Corp. (NYSE:CVS) in several of his previous appearances, and he kept with the praise this time around as well:

“David Joiner he’s come in, he solved Aetna. And he’s basically just said, if you go through his deck, which was a brilliant deck. He doesn’t talk about the front of the store, we all think its CVS  you go through there’s a candy aisle, there’s a halloween aisle, he’s turned it into a healthcare company and I really have to hand it to him because people didn’t understand, Walgreens is kind of going away, Rite Aid went away, he’s the only guy in town against Amazon, and that’s who he’s competing again. My hat’s off to him.”