We recently published a list of Did Jim Cramer Nail or Miss These 14 Stocks? In this article, we are going to take a look at where Moderna, Inc. (NASDAQ:MRNA) stands against other stocks that Jim Cramer discusses.
During the most recent episode of Mad Money, Jim Cramer described the current stock market as a “short sellers paradise,” offering an ideal moment for those betting against U.S. stocks. He pointed to an important deadline approaching: April 2nd when major tariffs are set to take effect.
“We have a tariff deadline, beckoning a frightening deadline, actually April 2nd when the big tariffs are going to kick in, that means we’re headed for a moment of maximum fear as regular stock buyers either flee to the sidelines or move the money to Europe.”
READ ALSO: Was Jim Cramer Right About These 23 Stocks?
Cramer emphasized that he does not see how the White House could back down from its stance, suggesting that if the administration wants to maintain credibility, it has no choice but to move forward with the tariffs. He explained that for President Trump, showing resolve by sticking to his promises is a signal of strength, even if it means sacrificing the stock market in the process. Cramer believes that this willingness to endure short-term market pain in favor of long-term trade objectives is a clear sign that the White House is committed to its strategy. He went on to say:
“For years, we’ve been conditioned to believe that everyone must do their part to get prices down because we don’t want inflation to get out of control. Unfortunately, someone isn’t doing it.”
The rising costs brought on by tariffs are forcing the Federal Reserve to pay more attention to inflation, complicating the financial space. Cramer remarked that this creates a difficult situation for money managers who now feel compelled to sell due to the economic uncertainty stirred up by Washington. Wall Street, he added, is already adjusting its estimates, factoring in the potential long-term impact of tariffs.
“But what happens in this market after the tariffs are implemented? Maybe another month of wrangling, maybe two months, maybe the whole summer. It could be real bad. So we end up with this build-in negative that could sink 10 ships.”
Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 1, 2024. We then calculated their performance from April 1st, 2024, market close to March 24th, 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).
A scientist surrounded by vials and beakers in a modern laboratory, proudly displaying a vaccine.
Moderna, Inc. (NASDAQ:MRNA)
Number of Hedge Fund Holders: 44
Moderna, Inc. (NASDAQ:MRNA) is a biotechnology company best known for its mRNA-based COVID-19 vaccine. When asked about Moderna back then, Cramer remained supportive:
“I’m a believer in the technology. I want you to stay in it, and if anything, I’d be a buyer under 100. I really do believe in them and their technology.”
Moderna, Inc. (NASDAQ:MRNA) has plummeted 67.64% since that episode, contradicting Cramer’s bullish outlook on the biotech.
Cramer’s comments for the firm in 2025 however have revolved around the firm failing to follow up with similar products. He believes that Moderna, Inc. (NASDAQ:MRNA) has not delivered its promised cancer vaccines, but the firm’s massive cash pile can prove to be the firm’s saving grace. The firm doesn’t generate a profit as it nearly spends all of its revenue on research and development. Here are Cramer’s latest remarks from the 17th of January:
“No Moderna’s been one of the biggest disappointments of the year. I think, Stephane Bancel, he would be very good more on science, maybe if they had more of a, somewhat CEO in there, that would be terrific.”
Overall, MRNA ranks 6th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of MRNA as an investment, our conviction lies in the belief that 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 MRNA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
