Jim Cramer’s Take on 24 Stocks: Cisco, Eli Lilly, and Ford

In this article, we will look at the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up for this market. The host of CNBC’s Mad Money said Monday that the current market is punishing stocks even more severely than investors experienced in 1999.

We keep hearing this drumbeat that 2026 is 1999 all over again, with the AI stocks this time playing the role of the dot-coms. There’s a reason why we’re hearing this. It’s because lots of people want to scare you out of stocks. They want you to sell everything because after 1999 comes 2000, and 2000 ushered in a vicious bear market. Look, I’m no stranger to that era, so I can see where we have some similarities developing. I’m not obtuse here, but as I’ve been saying repeatedly, stop trying to pigeonhole this market like it’s another kind of market. No one has ever seen anything like it.

READ ALSO Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex and 8 Stocks on Jim Cramer’s Mad Money Recap: IBM, Corning, and AI Rally Strength

Cramer went on to explain that one major difference between now and 1999 is the speed and intensity with which the market punishes companies that disappoint investors. He said any company that “dropped the ball” is getting crushed regardless of valuation, and added that shareholders are “unsafe at any level” once sentiment turns negative. He noted that the selloff in underperforming names has become even harsher than what investors saw during the aftermath of the dot-com bubble in 2000. He also said that some technology and industrial stocks are showing similarities to that earlier era because investor enthusiasm has become excessive in select names, while other companies have completely fallen out of favor.

Here’s the bottom line: There’s some hated socks, and some loved stocks. Right now, the hated are overhated, and the loved are overloved as they’re very good companies, but ones that have gotten overvalued in a hurry. I think every one of these stocks just needs to catch its breath. But then again, they aren’t human. It’s just humans bidding them up and humans dumping them with a level of fear I can’t ever remember seeing, certainly more emotional and less rational than 1999 or 2000, for that matter.

Our Methodology

For this article, we compiled a list of 24 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 11. 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 Take on 24 Stocks: Cisco, Eli Lilly, and Ford

24. The TJX Companies, Inc. (NYSE:TJX)

The TJX Companies, Inc. (NYSE:TJX) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer was bullish on the stock and other similar ones, as he stated:

The most important question today wasn’t how high QUALCOMM should go or whether Intel can get to $150. Whoa. It’s why… doesn’t the war have some more impact on Wall Street beyond a handful of retailers, travel and leisure plays?… The president tells you there’ll be a deal over the weekend, so oil plummets, then there’s no deal… It’s hard to believe that anything good will happen without a third party. The fierce rhetoric may be mere saber rattling, but it sure doesn’t make you feel like the peace deal’s on the horizon… It’s now pretty clear this war’s with us for the long haul… Lots of consumer stocks are indeed falling apart, even if they shouldn’t be.

If the consumer’s really getting weaker thanks to gasoline at $4 and change, then investors should be buying the stocks of TJX, Dollar General, Dollar Tree, Ross Stores, and Five Below, not selling them like they did today. Those have always been the natural trade-down names. TJX is superb in this environment. You can get all the merchandise at once, as other retailers are presumably burdened with too much inventory. TJX is happy to take it off their hands for pretty much pennies on the dollar. We own it for the Charitable Trust. We’ve owned it for years and years, debating whether to buy more or not. It’s come down so much.

The TJX Companies, Inc. (NYSE:TJX) sells off-price apparel, footwear, accessories, and home goods. The company offers a wide range of merchandise, including clothing, beauty items, furniture, decor, kitchenware, and seasonal products.

23. Caterpillar Inc. (NYSE:CAT)

Caterpillar Inc. (NYSE:CAT) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. A caller asked for Cramer’s thoughts on the stock’s potential to go higher. In response, he said:

Caterpillar’s, you know, people forget, Caterpillar is oil and gas, and we’ve been pumping a lot more oil and gas. Caterpillar’s construction and infrastructure; we’ve been doing a lot of infrastructure. And Caterpillar’s got engines that line up and make you get to be able to have the electricity that you need to be able to hit the gigawatt numbers that all these hyperscalers want. That means that Caterpillar is a buy. Good stock to end on.

Caterpillar Inc. (NYSE:CAT) provides heavy machinery, engines, turbines, and rail equipment. In addition, the company offers power systems, parts, and support that keep the equipment working. Cramer discussed the stock during the April 30 episode, as he commented:

I remember the days when our economy ran only on the consumer… However, with the arrival of data centers, no surprise to see that Caterpillars on the list of hottest stocks, up 10% today… It’s got a ton of business from the data center build-out. In a new twist, though, investors, actual investors, are putting together groups, buying and then going and buying, okay, get this, buying hundreds if not thousands, of engines, CAT engines.

They’re stringing them up… And they are taking the natural gas from the hills in West Virginia, pumping it through these actual Caterpillar engines and building their own power plants basically off the grid. And this is just driving a huge amount of business for CAT. I was always worried these guys might have too much inventory. After I heard that story, I worry they don’t have enough. And again, if the power grid has to get much bigger, that means a lot of construction for the utilities. Who do you think they’re going to call? That’s right, Caterpillar, and a huge number of workers. Again, strong for the economy.

22. Eli Lilly and Company (NYSE:LLY)

Eli Lilly and Company (NYSE:LLY) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. During the lightning round, a caller inquired about the stock, and Cramer replied:

Eli Lilly, I did a tremendous amount of work on Eli Lilly. I was up late last night working on Lilly, and this morning I worked on Lilly. I gotta tell you, I am ready to roll Lilly, and I think it’s really, really good. I would love to sit down with anyone from Lilly and tell them how I feel because I think it is a bull market for Eli Lilly.

Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions. Cramer mentioned the company during the April 30 episode and said:

Okay, then there’s one that’s totally away from manufacturing or industry or tech, and that’s Eli Lilly. It was up 10%. Lilly astounded people today by reporting a fantastic quarter with encouraging prescription data for the new pill form of the GLP-1 drug, Foundayo. There was some worry that this drug had gotten off to a slow start. A lot of rumors going around Wall Street that it was a bummer. Novo Nordisk was said to be way ahead of Lilly because it got approved earlier. As is often the case, the Wall Street gas-bags got it wrong.

When David Ricks, CEO of Lilly, came on CNBC this morning, he said that things were pretty strong. Strong demand for the pill, more than 20,000 people now taking it, even as the company had only just started marketing it and building the brand. That’s good news for my Charitable Trust. We’ve been telling people to stick with Lilly no matter what. Just too much good going on there. I think that Eli Lilly’s gain today is sensational, and this company is creating a lot of jobs… But it is, alas, a healthcare company, and healthcare companies are not indicators of good times. When it comes to the stock market, drug companies, they’re bad leaders.

21. Ford Motor Company (NYSE:F)

Ford Motor Company (NYSE:F) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller mentioned that they have a position in the stock, Cramer commented:

Alright, Ford is very hard to own because they got warranty problems, and we got a war on, and rates don’t seem to be going lower, so I’m going to have to take a pass on that one.

Ford Motor Company (NYSE:F) sells Ford and Lincoln vehicles, including trucks, SUVs, cars, hybrids, and EVs. The company also provides parts, digital services, and financing solutions. A caller asked about the stock during the February 26 episode, and Cramer responded:

Ford’s coming back, man. Ford’s been looking real good of late. People forget this thing is, this thing is starting to really chug along, and I am so thrilled for Farley. I think he’s a terrific guy. And this is going to pull, he’s going to pull it off. I’m not kidding. It’s going higher.

20. Applied Optoelectronics, Inc. (NASDAQ:AAOI)

Applied Optoelectronics, Inc. (NASDAQ:AAOI) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Answering a caller’s query about the stock during the lightning round, Cramer said:

Look, we’re in fiber optics La La Land, and I know my Charitable Trust has got it, too. I don’t recommend buying these stocks up here. They’re all parabolic, and that’s going to be not good for the market.

Applied Optoelectronics, Inc. (NASDAQ:AAOI) designs and sells fiber-optic networking equipment, including lasers, modules, and transmitters. The company provides its products to internet data centers, cable television providers, and telecommunications manufacturers.

On May 7, it reported its Q1 2026 results. The company posted a non-GAAP EPS of -$0.07, missing the estimates by $0.02. Applied Optoelectronics, Inc.’s (NASDAQ:AAOI) revenue of $151.1 million was up 51.3% year-over-year, but was $3.71 million below estimates. For Q2, the company expects revenue in the range of $180 million to $198 million, non-GAAP gross margin in the range of 29% to 30%, and non-GAAP net loss of $2.5 million to income of $2.8 million.

19. Chewy, Inc. (NYSE:CHWY)

Chewy, Inc. (NYSE:CHWY) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller asked if they should buy more, sell, or hold their position in the stock, Cramer remarked:

Okay, I’m glad you bring this up. This is another one, there’s a bunch of stocks that are like this. They’re high-growth companies that did not necessarily blow the doors off their number and are in retail. And because they’re retail, people feel that you can’t own retail because of the war. So this is definitely a hurt-by-war story, and I think the President should realize they’re becoming more and more hurt by war companies, and that’s what it is. Until the war ends, I can’t tell you to buy Chewy.

Chewy, Inc. (NYSE:CHWY) runs an online marketplace for pet food, supplies, medications, and health products, along with a range of pet services. Cramer was bullish on the stock during the March 26 episode, as he commented:

Yesterday morning, we got a solid set of results from Chewy, the online pet supply retailer, and the stock immediately jumped 13% in response, in part because it had been beaten down for the past 10 months, so it didn’t take all that much to generate a rebound… What really matters, though, is that Chewy gave solid guidance for the current quarter and a very bullish full year forecast…

You wouldn’t appreciate why this was a good quarter for Chewy if you only looked at the analyst reactions to the report, because most lowered their price targets… But honestly, I wouldn’t read too much into that… They were just using the quarter as an excuse to get their targets more in line with reality… The new average price target stands at $40 and change. That’s still up more than 50% from where the stock’s currently trading. Instead, I think Chewy’s 13% gain yesterday, which was followed by another 1.7% gain today in a really terrible market, was the right read on the quarter. This was a solid set of numbers from Chewy with a better outlook and, perhaps most importantly, a reaffirmation of the company’s long-term plan, which will lead to continued market share growth and steadily expanding profits.

Here’s the bottom line: I know Chewy’s had a rough run for the past six months, but here, with the stock selling for just 17 times this year’s earnings estimates, with this kind of growth, it’s the cheapest it’s ever been. I think you’re getting a great chance to do some buying even after yesterday’s big bounce. Chewy’s story remains firmly on track, and I bet yesterday’s move is merely the beginning of a longer and larger rally.

18. Nokia Oyj (NYSE:NOK)

Nokia Oyj (NYSE:NOK) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock, Cramer said:

Wow, okay, it’s in the data center. It’s considered to be part of, the cloud part of that… layer cake that I gave you, and it’s just also got a great defense contract. So it’s got the cloud, and it’s got defense. What can I say? It’s a buy.

Nokia Oyj (NYSE:NOK) develops mobile, fixed, and cloud network solutions, including 5G, optical, and IP network technologies. Answering a caller’s query about the stock during the April 28 episode, Cramer commented:

I think it’s a winner. It’s back. I can’t believe it. It finally did come back. And I gotta hand it to those guys for sticking around because, wow, I think it’s got a lot of good technology.

17. Boston Scientific Corporation (NYSE:BSX)

Boston Scientific Corporation (NYSE:BSX) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. During the lightning round, a caller asked if they should sell or buy more BSX shares. Cramer replied:

I hate to sell these. I don’t mean to sound wishy-washy, but I think you gotta hold it. I don’t understand how this thing could have fallen so fast. I know there’s a lot of competition. I don’t want to dump it here, but I can’t, I can’t countenance buying more, I’m sorry.

Boston Scientific Corporation (NYSE:BSX) manufactures medical devices for different fields, including cardiology, neurology, and urology. Some of the company’s products include heart-monitoring implants, spinal cord stimulators, and diagnostic tools for gastrointestinal conditions and cancer treatment. A caller asked about the stock during the April 27 episode, and Cramer responded:

Well, the competition just got too strong for Boston Scientific. They’re always one step out of the posse, and they’ve just been caught. I think they can come back. I just want to see the stock bottom before I say okay, I think it’s okay.

16. Vicor Corporation (NASDAQ:VICR)

Vicor Corporation (NASDAQ:VICR) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer showed positive sentiment toward the company but suggested waiting for a pullback. He stated:

Just look at Vicor’s numbers. When the company reported its latest quarter last month, its product and royalty revenue jumped 20% year over year. Its gross margin rose to 55.2%, up from 47.2% the year before. They posted a 7-cent earnings beat off a 37-cent basis, and their one-year backlog jumped 70% just versus the previous quarter. When backlog explodes like that, investors lose their minds, and their full-year forecast was strong as well… This is what people want. At the same time, Vicor has a very close relationship with Cerebras. That’s an AI accelerator company that’s expected to come public this week, in a heavily oversubscribed deal. That’s one of the reasons why this thing’s moving the way it is…

The bull case here is straightforward: AI racks are getting more power-hungry, chips are getting denser, and power delivery is becoming a bigger part of the story, and that’s where Vicor comes in. Now, you can see why people are excited. Vicor could become much more important as the AI build out moves from the second layer, semiconductors… down the stack to the first layer… Vicor currently trades at 25 times this year’s sales estimates and more than 100 times forward earnings. That means the market’s not just paying for a good quarter, it’s paying for strong execution, and for Vicor to become a much bigger company over the next several years. That can happen.

But when a stock’s already up more than 600% in a year, the margin for error, it’s small now. The backlog has to convert, the lead customers have to keep ramping, more customers have to adopt the technology, and margins have to hold up… So where do I come out? Alright, I think Vicor is a strong AI infrastructure story. The company is solving a bottleneck that gets worse as AI systems get bigger, hotter, and more power hungry… The latest quarter was strong, the backlog and guidance were excellent, but the stock already has a parabolic move… While I’m not calling it a sell, I wouldn’t do that because the story’s very good and the numbers are moving in the right direction, I can’t chase it here. It’s just not my style.

Here’s the bottom line: If you already own Vicor, I understand you wanting to keep your exposure. I would happen to take a little off the table. But this is exactly the kind of underfollowed AI infrastructure play that can keep surprising people as long as the company continues to deliver. But if you don’t own it, please be patient. Let the stock cool off. Let it digest this move. It will happen. Wait for a pullback.

Vicor Corporation (NASDAQ:VICR) develops and sells modular power components and systems designed to convert electrical power for various electronic devices. The company provides converters, accessories, and custom solutions to industries such as defense, aerospace, and telecommunications.

15. Cloudflare, Inc. (NYSE:NET)

Cloudflare, Inc. (NYSE:NET) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock during the episode, Cramer said:

I don’t think, I think it took a hit. Now, stocks are overreacting to everything. I didn’t think Matthew Prince did that bad a job in that quarter, but people interpreted that quarter as being a little weak… Therefore, he had to do layoffs. I think it’s the opposite. I think the quarter was fine, and he did the layoffs in order to become more efficient. He did it in a pretty brutal way, frankly, and that made people upset. But I think that you should buy Cloudflare, right here, as a matter of fact. I think this is the level that it holds.

Cloudflare, Inc. (NYSE:NET) provides cloud-based security, performance, and networking solutions for businesses, including website protection, Zero Trust security, content delivery, and developer tools. During the May 1 episode, Cramer called it a “terrific cyber defender,” as he commented:

After the close, there’s another consistent winner reporting, Cloudflare. This company does a lot of things with content online, but what I like best is how Cloudflare keeps websites from being pilfered by the big hyperscalers. They’re a terrific cyber defender.

14. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer called it his “favorite,” as he remarked:

Finally, check out the daily chart of my favorite. This is CrowdStrike. Now this one’s interesting, not as bullish. Lang points out that the stock made a double bottom over the past few months. It’s, by the way, the W pattern, that’s one I’ve always felt incredibly bullish. I really like that. CrowdStrike’s been on fire since the second bottom about a month ago, with the stock exploding higher on strong volume…

Meanwhile, the money flow has been skyrocketing, which tells you that there is strong institutional buying. You can see the money flow. It’s pretty good. This is a stock in the $530s, and Lang thinks it could run to $600. Wow. By the end of the year, he thinks it’ll revisit its old highs… much sooner because this is a very strong chart. So I’m glad he said that. He does like all three. I happen to like all three too, but I need this one to go the highest because a lot of members of the… [club] own it… This has been a stock that I have said endlessly people should own if they’re in the club.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.

13. Cisco Systems, Inc. (NASDAQ:CSCO)

Cisco Systems, Inc. (NASDAQ:CSCO) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer expressed regret over selling the stock, as he commented:

Next is one that I regretfully sold, and I wish I hadn’t. It’s called Cisco Systems, which is more networking than cybersecurity, but it’s in the business, and it’s a top-five holding of the CIBR ETF… Now, more importantly, Lang notes that Cisco’s been chugging ahead like a freight train. Look at this freight train, man, this thing is just incredible, with a rapid series of higher highs and higher lows, and it’s been rallying on very strong volume…

Now, when you look at the relative strength index, the RSI… this is an important momentum indicator too, it’s flirting with overbought levels… meaning Cisco may have come up too far, too fast, but Lang points out that stocks can stay overbought for a long time. At the same time, we’ve seen a huge surge in the Chaikin Money Flow…

…Right now, Cisco trades in the high $90s, and Lang sees it clearing $100 real soon, likely on the way to $110. Keep in mind, though… Cisco reports on Wednesday, just made a new all-time high today. You might want to wait for a better entry point. I’m hoping it posts a quality set of numbers and sells off anyway. Wouldn’t be the first time for Cisco. That might be a good chance to jump on.

Cisco Systems, Inc. (NASDAQ:CSCO) creates networking, security, and collaboration tools that help organizations stay connected and protected.

12. Palo Alto Networks, Inc. (NASDAQ:PANW)

Palo Alto Networks, Inc. (NASDAQ:PANW) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer noted that the company’s CEO is doing an “incredible job,” as he said:

Okay, we’re going to start with the daily chart of Palo Alto Networks, which I own for the Charitable Trust and have, again, for ages. It’s Lang’s favorite. He knows that Palo Alto’s been in a strong uptrend… with a series of higher highs and lower highs… going back to late February. In the recent past, every pullback here has been met with a pretty terrific buying opportunity, and the stock’s latest rally allowed it to break out above its ceiling of resistance, going back to the early December high, and it made that move on strong volume… Remember, when we think about this, the volume is like a polygraph. When a stock moves on high volume, it means the move is usually telling the truth.

…When you look at the moving average convergence divergence or the MACD line… This is an important momentum indicator. It can help predict the stock’s trajectory. It throws off a clear bullish crossover right here, okay? That’s where the black line crosses above the red, and it’s among the most reliable indicators that there are, very positive. And there’s a thing called the Chaikin Money Flow, the CMF, named after Mark Chaikin, down at the bottom, which tells you when big institutions are buying or selling. And look at this, look at this. Right now, it shows incredibly aggressive institutional buying in Palo Alto Networks. That’s really kind of extraordinary.

The big boys are suddenly buying this thing hand over fist. That shocked me, made me feel very confident about the stock. Now, the stock’s currently just over $210. Lang thinks it’s headed back to $235, that’s great news for the Charitable Trust, above its previous all-time high of $233 and change. We’re taking a breather then. Then it’s going to take another run, maybe to $275, $280… He also likes the option flow… People are bullish on Palo Alto. I cannot blame them. This is Nikesh Arora. He’s done an incredible job.

Palo Alto Networks, Inc. (NASDAQ:PANW) provides cybersecurity platforms that include network protection, cloud security, AI-driven security operations, attack surface management, and subscription-based threat prevention.

11. HawkEye 360, Inc. (NYSE:HAWK)

HawkEye 360, Inc. (NYSE:HAWK) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer highlighted that he likes it “very much,” as he commented:

The numbers here are pretty… impressive… HawkEye is not yet free cash flow positive. Okay, that is not ideal, but then again, you burn a lot of cash upfront when you put up the satellites in the sky. Second, the company does have a pristine balance sheet with over $400 million in cash and equivalents alongside zero debt. Third, HawkEye’s backlog has exploded over the past couple of years, climbing from $44 million at the end of 2024 to nearly $303 million at the end of last year. That’s fantastic. Management did say that it came down to $285 million by the end of March, but still, that’s a great number. More than double last year’s revenue total, and most of that backlog growth was organic, coming from the new contracts and the expansion of existing contracts rather than the ISA acquisition.

…Organic means that it’s from… they didn’t buy growth. So far, I’m a big fan of HawkEye 360, but what about HawkEye 360, the stock? Two different things. At $33 and change, the thing has a market capitalization of $3.1 billion and an enterprise value of $2.7 billion… Now, candidly, HawkEye’s valuation is a bit rich regardless of how you look at it…

Here’s the bottom line: I like this HawkEye 360 very much, and I think, guess what? I think this stock can be bought right here after its strong debut. This represents a unique story, a unique opportunity, very different from your typical satellite play, let alone any other defense contractor I follow. The numbers look good. The valuation’s justifiable even if the stock’s not dirt cheap, and that’s why I think that HawkEye 360 is a buy.

HawkEye 360, Inc. (NYSE:HAWK) operates a satellite constellation that provides radio frequency intelligence and signal processing to defense and national security agencies. The company offers specialized tracking of radars, communications, and maritime activity to deliver tactical insights for battlefield and border security.

10. Uber Technologies, Inc. (NYSE:UBER)

Uber Technologies, Inc. (NYSE:UBER) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. A caller asked whether the stock is a buy, given that the company is putting more autonomous vehicles on the road. Cramer stated:

I think it’s definitely a buy. This is one of those stocks that reported a really good quarter. It sells at 25 times earnings. It’s got great growth, and that’s what we’re looking for, great growth, not just in the data center but away from the data center. And you picked a good one; there aren’t many as good.

Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics. During the April 14 episode, Cramer showed disbelief over the stock’s decline, as he remarked:

Let’s take them in descending order of valuation. First up, one that I wrote about in How to Make Money in Any Market, that I can’t believe is down this much, Uber Technologies, the ride share kingpin with the big food delivery business. Uber’s down 29% from its all-time high set last September despite the fact that the company’s earnings are expected to grow at a nearly 40% clip this year. This one barely made it onto our list, though, because its valuation’s just below the S&P as a whole, trading at 21.3 times this year’s earnings estimates.

Now, as I’ve told you before, I think Uber’s stock has been weighed down by overblown worries about robotaxis from the likes of Tesla and Google’s Waymo. Uber owns a network of 200 million monthly active users. The best way for the robotaxi outfits to grow is by partnering with them. Just yesterday, we learned that Uber and the autonomous driving company Nuro plan to launch a premium robotaxi service in San Francisco later this year. On top of that, thanks to the recent pullback, Uber stock is finally cheap for the first time in years. What’s not to like? This sell-off is creating bargains.

9. Pfizer Inc. (NYSE:PFE)

Pfizer Inc. (NYSE:PFE) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. A caller inquired if they should hold, sell, or buy more. In response, Cramer said:

Pfizer does not have any earnings momentum. You’re just buying it on that dividend yield of 6.66. And I’ve gotta tell you, if I want yield, I will go to bonds, not stocks.

Pfizer Inc. (NYSE:PFE) develops and sells medicines and vaccines for several health conditions, including heart disease, infections, COVID-19, and rare diseases. Cramer showed a similar sentiment toward the stock during the May 1 episode, as he commented:

Hey, can Pfizer break out of its multi-year rut? Now, a lot depends on the presentation because I haven’t seen any needle movers in the portfolio. Primarily cheap, good yield, but if I want good yield, I’ll buy a bond.

8. McDonald’s Corporation (NYSE:MCD)

McDonald’s Corporation (NYSE:MCD) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. A caller asked if the stock is a buy, sell, or hold, and Cramer replied:

Okay, McDonald’s is very tough because it’s breaking down here. It sells at 21 times earnings. The quarter was just okay, 2.7% yield. I want to buy this on a yield basis. If it gets to 3%, I do want to buy it, but remember, we just had QSR on, Burger King, and Burger King’s winning now. QSR I think is the better, whoa, the better company than McDonald’s, Pat Doyle, executive chair.

McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants that provide burgers, chicken sandwiches, fries, beverages, and desserts. Cramer called it “worth buying” during the May 1 episode, as he said:

Now, Thursday’s McDonald’s report, and you know this is a, here’s a surprise in itself. It always surprises to the upside. The competition has become less effective. I mean, McDonald’s has a value package that seems so popular. The stock’s been drifting lower. I think it’s definitely worth buying.

7. General Mills, Inc. (NYSE:GIS)

General Mills, Inc. (NYSE:GIS) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer called it one of the most “reliable stocks,” as he remarked:

…Anything food, forget about it. Hormel, General Mills, McCormick, they all hit lows today. General Mills, one of the most reliable stocks here in the entire market, now sports a 7.2% yield. That seems pretty high for a quality company like this. Market hasn’t yet caught on to the benefits of that McCormick buying Hellmann’s from Unilever. Hormel’s just plain unfathomable, and the dividend yield of 5.8% seems mighty high, not as high as Campbell’s at 7.56%… You don’t get those kinds of deals unless people are worried that the dividend will need to be cut. That’s what it’s saying.

General Mills, Inc. (NYSE:GIS) provides branded foods, including cereals, snacks, meals, baking products, frozen items, ice cream, and pet food. A caller inquired about the stock during the April 20 episode, and Cramer responded:

Okay, Mills doesn’t want to hear this, Jeff Harmening doesn’t want to hear this, but they gotta combine. A lot of these companies just have to combine, and maybe with this administration, they could because they have to start playing offense, and they can’t right now because there’s too many negatives in the food group. Unless it’s just going to be a group that goes down for years and years and years, they have to do some combinations, and they gotta do them now.

6. Zoetis Inc. (NYSE:ZTS)

Zoetis Inc. (NYSE:ZTS) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer highlighted the stock’s declines, as he said:

Zoetis, okay, here’s a classic 1999er. The uber-consistent animal health company is experiencing something that’s pretty hard to believe: an endless series of declines after one weak quarter. That’s very much, I’d say, March of 2000, end of the month. Punished, punished, and punished some more with the stock down 7.4% today, not to mention down 39% for the year. This is a quality company.

Zoetis Inc. (NYSE:ZTS) develops and sells medicines, vaccines, and diagnostic tools for both pets and livestock. Mairs & Power stated the following regarding Zoetis Inc. (NYSE:ZTS) in its fourth quarter 2025 investor letter:

Still, we believe the investments being made in AI today are laying a foundation that could drive outsized economic returns for companies able to harness the technology to accelerate innovation, increase sales, and improve profitability. During the fourth quarter, we added two such companies to the portfolio: Zoetis Inc. (NYSE:ZTS) and Intuitive Surgical.

Zoetis (ZTS) develops, manufactures, and commercializes pharmaceuticals serving both the companion animal and livestock markets. With a portfolio of more than 300 products, the company benefits from scale, enabling sustained investment in R&D, sales, and manufacturing capabilities. Zoetis is at the forefront of integrating generative AI into its R&D processes, with the goal of accelerating drug discovery and shortening development timelines. The animal health market has limited exposure to concentrated buyers, third-party payers, and generic competition, resulting in attractive industry economics. Over the past several decades, we have also observed a steady trend toward the “humanization” of pets, and younger generations appear poised to continue this shift. Zoetis’s shares have declined sharply over the past year due to heightened competitive pressures and a high-profile product launch setback, allowing us to start a position at what we believe was an attractive valuation. The company continues to invest aggressively in R&D to address critical unmet needs, including cardiovascular, oncology, and renal treatments, reinforcing our confidence in its long-term growth potential.

Click to continue reading and see Jim Cramer’s Take on 5 Stocks: Home Depot, Procter & Gamble, and Danaher.

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