Jim Cramer Discussed These 12 Stocks Amidst The DeepSeek AI Selloff

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9. Beacon Roofing Supply, Inc. (NASDAQ:BECN)

Number of Hedge Fund Holders In Q3 2024: 47

Beacon Roofing Supply, Inc. (NASDAQ:BECN) is a Virginia-based company that provides roofing products for industrial and residential use cases. Due to its exposure to the rate-sensitive real estate industry, it’s unsurprising that the shares posted a modest 15% gain in 2024. Yet, Beacon Roofing Supply, Inc. (NASDAQ:BECN) didn’t close the year in the red as the firm benefitted from destocking among its customers. However, 2025 has been a great year for the stock. Beacon Roofing Supply, Inc. (NASDAQ:BECN)’s shares have gained 19.2% year-to-date on an acquisition offer by QXO. Here’s what Cramer said about the firm:

“I’ve been waiting for you to bring up Beacon Roofing. Sly guy.

“Do you mind the fact that Beacon. . . . they’re demanding a higher price. They’re demanding a higher price and can I just say that they’ve done a remarkable job. And before people just say you know what, I’ll take it and run, the EBITDA, the EBITDA numbers, are so low versus the cohort. I think we have to hear from Julian Francis. I will feel much better when I hear from Julian Francis, the CEO.”

“We hear from him, I think it’s going to change the game. Game changer, Mr. Roofer.”

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