We recently published a list of 10 Jim Cramer Stocks to Watch in 2025. In this article, we are going to take a look at where BlackRock, Inc. (NYSE:BLK) stands against other 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).
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.”
Overall, BLK ranks 8th on our list of Jim Cramer stocks to watch in 2025. While we acknowledge the potential of BLK, 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 time frame. If you are looking for an AI stock that is more promising than BLK but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
