10 Jim Cramer Stocks to Watch in 2025

In this article, we will take a detailed look at 10 Jim Cramer Stocks to Watch in 2025.

Jim Cramer in a latest program on CNBC commented on the bearish start of 2025 and said being a bear in the market is “easy” because when the stocks rise no one would remember your outlook but if they fall, you will get the credit for your forethought. Cramer mentioned the reasons why he is bullish on the market in 2025.

First, Cramer believes the departure of FTC Chair Lina Khan would bode well for the market. He called Khan “way over her head” and said she used to oppose “all deals.”

Cramer also said President-elect Donald Trump’s tariff policies are expected to be “negotiable” that would offset their negative impact on companies. He also commented on the expected dynamics in the housing market:

“Housing breaks price we’re already seeing what happens when there’s overbuilding as is case in Florida. Prices come down when mortgage rates go up. What happens? Prices go down. Once prices come down, you know what? Buyers start staying away hoping for still lower prices, and it usually works, causing sellers to panic furiously, cutting prices themselves. They’ll be stuck and can’t move. It’s called the cycle. Although it has been operating normally for the last few years, I think 2025 will be the year the cycle reasserts itself, and the FED will win big on this one.”

READ ALSO 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In

For this article we picked 10 stocks Jim Cramer was talking about heading into the new year. With each stock we have mentioned the number of hedge fund investors. 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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

10 Jim Cramer Stocks to Watch in 2025

10. Sterling Infrastructure Inc (NASDAQ:STRL)

Number of Hedge Fund Investors: 30

Jim Cramer was asked about Sterling Infrastructure, Inc. (NASDAQ:STRL) during a program on CNBC in December. He recommended the questioner to take some profits.

“Now, let me tell you, it is a lot like other companies. It is living off, I think, a lot of the federal money that has been spent. So, I don’t want to get greedy here. It is just two points off the high. I say you take some off the table, okay? Take some off the table and let the rest run.”

NCG Small Cap Strategy stated the following regarding Sterling Infrastructure, Inc. (NASDAQ:STRL) in its Q2 2024 investor letter:

“Sterling Infrastructure, Inc. (NASDAQ:STRL) is a construction and infrastructure services provider for the buildout of data centers, manufacturing facilities, warehouses, transportation, and residential and commercial buildings. Over the years, the company improved their financial performance by shifting focus to higher growth end markets which allowed for better visibility and project economics. We believe revenue growth and margin expansion should continue as end market tailwinds persist.”

9. Dover Corp (NYSE:DOV)

Number of Hedge Fund Investors: 32

In late October, a caller asked Jim Cramer about his thoughts on HVAC company Aaon Inc (NASDAQ:AAON). Cramer instead recommended the investor to buy Dover Corp (NYSE:DOV).

“That’s roof top stuff for the data center can we please just go down a little bit deeper Dover’s got half the price earnings multiple that’s a better play, DOV”

Dover Corp’s (NYSE:DOV) business offers products and services via five segments: engineered products, clean energy & fueling,  imaging & identification, pumps & process solutions and climate & sustainability technologies. Each segment’s revenue is over $1 billion on an annual basis. In 2023 the company’s full-year free cash flow came in at $1.1 billion, nearly double the previous year’s figure. This increase was due to effective working capital management and reduced capital expenditures. The free cash flow conversion rate has risen above 90%.

8. BlackRock Inc (NYSE:BLK)

Number of Hedge Fund Investors: 37

In November, a caller asked Jim Cramer about his thoughts on XP Inc. Cramer advised against buying the stock and instead recommended BlackRock Inc (NYSE:BLK).

“Investment management company, we don’t really know what they’re up to inside. I’m going to say no. I want you to buy BlackRock Inc (NYSE:BLK) instead. Just buy one share of BlackRock. I’ll feel much better for you.”

Baron FinTech Fund stated the following regarding BlackRock, Inc. (NYSE:BLK) in its Q2 2024 investor letter:

“Despite share price performance in the fintech sector lagging broad market indices, fintech sector fundamentals remain strong with mid-teens earnings growth across the Fund. We continue to invest behind secular themes where the intersection of financial services and technology should drive innovation and growth for years to come.

One of these themes is the growth of private markets, which are the fastest growing segment of asset management with alternative assets expected to reach nearly $40 trillion by 2030. BlackRock, Inc. (NYSE:BLK) is acquiring Global Infrastructure Partners, a leading independent infrastructure fund manager with over $100 billion in AUM, to capitalize on the growing need to modernize digital infrastructure, upgrade supply chains and logistics infrastructure, and invest in renewable energy. BlackRock also announced the acquisition of Preqin, a leading private markets data vendor, to provide standardized information, benchmarks, and analytics in an $8 billion data market expected to grow 12% annually through the end of the which allows the proceeds to be invested in highly rated private credit with higher yields but less liquidity than publicly traded fixed income securities with the same credit risk. This illiquidity premium is highly valuable in an industry with narrow spreads, providing a competitive edge to well-managed annuity providers that invest in private credit. In addition, higher interest rates combined with a growing population of retirees are spurring greater demand for guaranteed income products. Fixed annuity sales grew 37% in 2023 and have more than doubled since 2021, providing a greater supply of capital that can be invested in highly rated private credit.”

7. Merus NV (NASDAQ:MRUS)

Number of Hedge Fund Investors: 48

Jim Cramer was asked about Netherlands-based immuno-oncology company Merus NV (NASDAQ:MRUS) on CNBC. Cramer said the stock is speculative.

“This is one of those things that may not work out. They do have good news. They have FDA approval of a drug, but it is still very speculative.”

TimesSquare Capital Management U.S. Small Cap Growth Strategy stated the following regarding Merus N.V. (NASDAQ:MRUS) in its Q2 2024 investor letter:

“Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that deserve premium pricing, or specialized service providers. A new addition this quarter is Merus N.V. (NASDAQ:MRUS), a clinical-stage immune-oncology biotechnology company. Their pipeline consists of several programs targeting solid tumors with various bispecific antibodies.”

6. Talen Energy Corp (NASDAQ:TLN)

Number of Hedge Fund Investors: 68

Jim Cramer was asked in November about independent power producer Talen Energy Corp (NASDAQ:TLN). He recommended investors buy the stock.

“I think Talen Energy Corp (NASDAQ:TLN), you know they got that setback the other day from FERC. It doesn’t matter, they’re in good shape. I like it very much, and I would encourage you to own at least one of these with a Constellation with the Talen Energy Corp (NASDAQ:TLN). I think these are good.”

In November the stock jumped after the company requested the Federal Energy Regulatory Commission to rehear its case for supplying more power to an Amazon data center connected to its Susquehanna nuclear plant in Pennsylvania.

Apis Global Discovery Fund stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its Q3 2024 investor letter:

“The top performer in the quarter was Talen Energy Corporation (NASDAQ:TLN), which we feature below, along with Hallador Energy. Both companies are cheap and well-positioned to benefit from selling power to AI data centers. Talen is an independent power producer (IPP) that serves the Pennsylvania-Jersey-Maryland (PJM) market. It owns 10.7 GW of generation capacity, with the Susquehanna nuclear plant accounting for 2.2 GW, while the remaining assets are various natural gas “peaking” plants that operate at 25-65% utilization. The company went public in 2015 as a combination of Pennsylvania Power & Light’s unregulated energy business and the power generation portfolio of a PE shop, Riverstone Holdings. Riverstone took the business private in 2016. Overleveraged following the take-private and poor hedges eventually forced Talen to file for bankruptcy in 2022, and it reemerged as a public company in 2023 on the OTC market with a new board, management, and cleaned-up balance sheet. In July, shares were uplisted to the Nasdaq and will likely be added to several indexes over the coming months.

The Susquehanna plant is Talen’s prize asset. It is the 6th largest nuclear plant in the country, and while it accounts for only 20% of Talen’s overall capacity, it is responsible for nearly 50% of Talen’s annual power generation. The IRA legislation passed in 2022 made nuclear plants particularly attractive assets by introducing a production tax credit (PTC) mechanism that effectively sets an approximate $40/MWh floor on power prices generated from nuclear. Compare this to Susquehanna’s operating costs of about $23/MWh, and you get a floor of around $300mm in operating cash flow to Talen from Susquehanna alone…” (Click here to read the full text)

5. Intel Corp (NASDAQ:INTC)

Number of Hedge Fund Investors: 68

Jim Cramer in December wrote something bearish about Intel Corporation (NASDAQ:INTC) on his Twitter account. Here is what he said:

“This CVS situation is fraught. So is Intel Corp (NASDAQ:INTC). The balance sheets are very difficult to fathom”

In 2025, Intel Corp (NASDAQ:INTC) is expected to generate $4–$5 billion in operating cash flow against a projected $20–$23 billion in capital expenditures. Intel reported $5.1 billion in operating cash flow and spent $18.1 billion in the first nine months of last year.

Intel bulls are linking their hopes with Intel Corp (NASDAQ:INTC)’s foundry business. But the segment posted weak results in both the second and third quarters, with a third-quarter revenue drop of 8% and an EBIT loss that grew to $5.8 billion. Once seen as a potential competitor to Taiwan Semiconductor Manufacturing (TSM), Intel’s steep third-quarter decline raised serious doubts about its manufacturing competitiveness.

Despite short-term efforts to revive growth, Intel Corp (NASDAQ:INTC) is facing a harsh reality. It lags significantly behind its competitors in developing mobile CPUs and GPUs. Intel’s missed opportunities in the mobile sector and delayed entry into AI GPUs have further eroded its market position, causing it to lose substantial ground to rivals.

Invesco Growth and Income Fund stated the following regarding Intel Corporation (NASDAQ:INTC) in its Q3 2024 investor letter:

“Intel Corporation (NASDAQ:INTC): The chipmaker reported weaker-than-expected quarterly results as revenues declined and earnings were below expectations. Management also provided weaker guidance going forward; the stock fell on the news. We sold the position during the quarter.

The chipmaker’s quarterly earnings report was weaker than anticipated as revenues declined and earnings were below expectations. Management also provided weaker guidance going forward. Given that a potential recovery appears to be further in the future than we originally anticipated, we sold the position.”

4. Crowdstrike Holdings Inc (NASDAQ:CRWD)

Number of Hedge Fund Investors: 74

Jim Cramer in a program on CNBC in late October recommended investors to “buy, buy, buy” Crowdstrike Holdings Inc (NASDAQ:CRWD). Cramer praised the company’s CEO George Kurtz. Cramer said the company is going to win the suit against Delta Airlines.

Despite the tech outage incident in July, the fundamental story of Crowdstrike Holdings Inc (NASDAQ:CRWD) remains unchanged. Wedbush Securities said in an estimate last year that less than 5% of CrowdStrike’s customers might switch providers, potentially impacting revenue by $150 million out of the projected $3 billion in sales for fiscal year 2024.

Fidelity Growth Strategies Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q3 2024 investor letter:

“A non-benchmark stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) (-40%) was the biggest detractor among individual stocks. The shares of this cybersecurity platform provider fell precipitously in July, after a glitch in a CrowdStrike software update led to a global outage for many of its customers that, among other impacts, caused the mass cancellation of flights around the world. After bottoming out in early August, the stock made a partial rebound by quarter end, but we exited the fund’s holding during the summer.”

3. Intuitive Surgical, Inc. (NASDAQ:ISRG)

Number of Hedge Fund Investors: 82

Jim Cramer in a program in October recommended investors to buy Intuitive Surgical, Inc. (NASDAQ:ISRG).

“What you should be buying is Intuitive Surgical, Inc. (NASDAQ:ISRG). This stock has been a winner every time people sell it, just buy more,” Cramer said.

Baron Health Care Fund stated the following regarding Intuitive Surgical, Inc. (NASDAQ:ISRG) in its Q2 2024 investor letter:

“Intuitive Surgical, Inc. (NASDAQ:ISRG) manufactures the da Vinci Surgical System, a robotic surgical system used for minimally invasive procedures. The stock performed well due to excitement about the company’s new robotic surgical system, the da Vinci 5, which offers enhanced imaging, force feedback, and other improvements. We continue to believe Intuitive has durable competitive advantages and will remain the market leader in robotic surgery. We think the company has a long runway for growth as more procedures are performed with the company’s equipment.”

2. Micron Technology Inc (NASDAQ:MU)

Number of Hedge Fund Investors: 107

In November, Cramer was asked about Micron Technology Inc (NASDAQ:MU) during a program on CNBC. Cramer said he is bullish on the stock and believes it can go higher.

“I think Micron’s ridiculous at 92-93. I pound the table. I did it again at 98. Even Sanjay Mehrotra, who’s the CEO, thought maybe I was too bullish about Micron Technology Inc (NASDAQ:MU), but you can’t be. I think this stock goes much higher. I like you in the stock.”

In the most recently reported quarter, Micron’s data center revenue made up more than 50% of its total revenue, thanks to the growing strategic significance of data center operations within the company. Strong results in the data center SSD revenue show Micron’s successful response to the surge in data center memory demand. Importantly, High Bandwidth Memory (HBM) revenue doubled sequentially, underscoring Micron’s leadership in this segment. Looking ahead, the total addressable market (TAM) for HBM is projected to grow from $16B in CY24 to over $30B in CY25, with expectations reaching $100B by CY30.

For 2025, the consensus estimates suggest a 39.58% YoY growth, with projected revenues of $35.05B, indicating significant expansion across business segments. This momentum is expected to continue into FY26, with revenues reaching $44.85B and a YoY growth of 27.97%.

Delaware Ivy Core Equity Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:

Micron Technology, Inc. (NASDAQ:MU) – Fundamentals here also appear solid though concern about global demand for handsets and PCs drove the shares down during the quarter. We expect Micron to be a significant beneficiary of growth in AI demand as investment in new data centers is extremely memory (semiconductor) intensive.”

1. NVIDIA Corp (NASDAQ:NVDA)

Number of Hedge Fund Investors: 193

Jim Cramer in December said the following on Twitter:

“There is no change to the broad demand for the highest end and lowest end chips for NVIDIA Corp (NASDAQ:NVDA) even as the journalist/analyst phalanx thinks otherwise…”

Simply beating earnings estimates is not enough for NVIDIA Corporation (NASDAQ:NVDA) anymore, and the impact of high expectations will continue to weigh on the stock as growth cools.

Nvidia’s forward P/E ratio for the fiscal year ending January 2026 is around 31. An EPS surprise of 8.5% was not able to help the stock. A similar trend occurred following the second-quarter earnings after a 5.6% EPS surprise. It’s difficult to see Nvidia maintaining a mid-70s gross margin by the end of 2026. Over the last two quarters, Nvidia has already reported a drop in its gross margin from 78% to 74.5%.

Then there’s competition. Amazon (AMZN) recently disclosed its Trainium 3 chip, which is set to be released by the end of 2025. The chip is expected to be twice as fast with 40% more power efficiency than the previous generation, manufactured on TSMC’s (TSM) cutting-edge N3 technology. Reportedly, technology giant Apple (AAPL) will be a consumer of Amazon’s new silicon.

Manole Capital Management stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q3 2024 investor letter:

“As of this publication, Nvidia is up roughly 150% year-to-date. NVIDIA Corporation (NASDAQ:NVDA) was the largest gainer in the S&P 500 last year and has more than tripled in value over the last year. It hit an eye-opening market capitalization of $3 trillion in June, less than four months after it eclipsed the $2 trillion mark. Enthusiasm for everything AI-related, especially for the primary chip maker whose products are essential to powering AI technology, continues to fuel the market. Last quarter, and for the fifth consecutive quarter, Nvidia reported sales and profits that blew past Wall Street expectations. The stock rose +37% in the second quarter alone.”

While we acknowledge the potential of NVDA, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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