Jim Cramer Discussed These 10 Stocks Recently

3. Viking Holdings Ltd (NYSE:VIK)

Number of Hedge Fund Holders: 52

Cramer shared that, as regular viewers are aware, he is a big supporter of the cruise lines, and Viking Holdings Ltd (NYSE:VIK) stands out as a distinctive company with a strong emphasis on catering to affluent American baby boomers. He noted that throughout last year and into the first few weeks of 2025, its stock saw a steady rise. It reached a peak of just over $53 in early February, just before the broader market experienced a significant sell-off. Cramer expressed his satisfaction watching the stock perform well, as it continued to climb in value over that period.

“Since then, the stock’s fallen back to $40, down roughly 25% from its highs just over a month ago… The cruise lines are different from other travel plays. They represent incredible value versus traditional vacation alternatives…For Viking in particular, we have a fresher company-specific catalyst. On Tuesday morning, the company reported an excellent quarter with in-line revenue and impressive 9-cent earnings beat off a 36-cent basis…

Management also had some very positive commentary about the full-year forecast with CEO Torstein Hagen noting that the company was growing capacity for its core products by 12% this year, delivery of 11 new ships; they’re already 88% booked for the 2025 season. So it sounds like smooth sailing for Viking at present. And we got this update after the tariff rain of terror had already started. With the stock down meaningfully to the point where it now roughly trades at 17 times this year’s earnings estimate, I think it’s another one that’s worth buying right here.”

Viking Holdings (NYSE:VIK) operates in the passenger shipping and transportation industry. Besides providing passenger transport services, it also offers various tourism experiences, including tours and related activities for its passengers.