We recently published a list of Jim Cramer’s 9 Failed Predictions From 12 Months Ago. In this article, we are going to take a look at where XPO, Inc. (NYSE:XPO) stands against other stocks that Jim Cramer discussed 12 months ago.
During a recent episode of Mad Money, which aired on Friday, the 9th of May, Jim Cramer urged investors to stop chasing hot stocks blindly and instead start with the most fundamental question of all: what are you investing for?
“Far too often people will invest in the stock market with the simple poorly defined goal of making money. That’s right. Poorly defined goal. Yeah, we all want to make money. I want it. You want it. But how quickly do you want that return? What are you willing to risk in order to get there? How much can you even afford to risk in the first place?”
READ ALSO: Jim Cramer Nailed These 12 Stock Predictions and 13 Stock Predictions That Jim Cramer Got Completely Wrong.
He stressed the importance of matching your stock choices to your actual financial goals such as retirement, home purchase, and college tuition, rather than treating all money as interchangeable. This, he explained, is the cornerstone of suitability:
“You simply can’t know which stocks you should buy if you haven’t taken the time to really consider what your objectives are. That’s the foundation of good investing judgment.”
Cramer closed the segment by reminding viewers that even though the U.S. remains one of the best markets for long-term growth, discipline must come before stock picking:
“America remains a growth country… But please get to know yourself before you jump down the rabbit hole of getting to know individual companies.”
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during Mad Money episodes that aired on the 7th and 8th of May 2024. We then calculated their performance for the past 12 months, until May 7th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
XPO, Inc. (NYSE:XPO)
Number of Hedge Fund Holders: 45
In that older episode, a caller asked about XPO, Inc. (NYSE:XPO) following its earnings beat at the time. Cramer praised the company’s consistent execution and recommended owning the stock, saying:
“XPO reported last week and beat on the top and the bottom line. But they’re a serial beater. No, they’re a serial beater, it’s good. The stock is really good. The company’s really good. I would own it.”
The stock dipped by 0.77% since Cramer’s comments, making it an uninspiring prediction.
XPO (NYSE:XPO) is a freight transportation company that provides less-than-truckload, truckload, brokerage, multimodal options, managed transportation, and warehousing. Although the stock hasn’t done well in the past 12 months, Cramer still favors it and included it in his list of 20 all-time favourites. Here’s what he said in April:
“In 15th place is a company you should know or at least remember, it’s called XPO, the trucking company, formally known as XPO Logistics, which is up 6,493% since we started doing the show. This is a Brad Jacobs rollup and breakup story. He took control of the old Express-1 Expedited Solutions back in 2011. He changed the name to XPO Logistics and quickly got to work acquiring other companies. It’s rolling up companies in the very fragmented trucking and logistics industries.
Eventually, XPO became a leading player, but around four years ago, Jacobs and his team felt the company was undervalued, and they began breaking up the business, spinning off the logistics business as GXO Logistics and a freight brokerage business as RXO. The remaining XPO operates in the less-than-truckload sector, LTL. I have a lot of confidence in Brad Jacobs over the long term, but I don’t have much confidence in the trucking industry until we get past the disruption from the president’s tariffs. By the way, Brad Jacobs is now also doing Beacon Supply, doing a rollup in the, well, let’s say the roofing or maybe even bigger than that, housing industry.”
Overall, XPO ranks 5th on our list of stocks that Jim Cramer discussed 12 months ago. While we acknowledge the potential of XPO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than XPO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.