We recently published a list of Jim Cramer Says I’m With Trump & Discusses These 12 Stocks. In this article, we are going to take a look at where Boeing Company (NYSE:BA) stands against other stocks that Jim Cramer discusses.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs. Tariffs on foreign manufactured goods threaten American firms as well since their operations are located overseas. “I think the President is being a little more responsive to great American companies,” he said. Among these companies, Cramer wondered why should the firm that sells the iPhone have to pay considering that it is investing millions in US jobs.
Another hot topic currently in the technology and semiconductor industry is AI chip sanctions. These rules prevent AI GPUs from being sold unrestricted to most countries in the world. Commenting on the rules, Cramer commented:
“And by the way the big thing that’s on the table is the diffusion, is this ridiculous stuff that Biden put through. In the last week on Saturday night. A Saturday night special, we should call that.”
He went on to add that he hoped that the rules were reversed because “it was so selective what countries they picked that could get, the 18 countries. It made no sense.”
As for the tariffs, Cramer hasn’t held back in supporting Trump but maintained that the President should consider a lighter approach in his announcements. He kept the view this time around as he remarked:
“I’m going with the Trump view. And I think the President’s going to be very level headed about the companies, and countries, that play ball. I mean, you know you think I mean, Hyundai I had to that. Korea’s gotten a free ride. I’m waiting for when Mercedes, Volkswagen, and Beamer have to pay the price. Because they’ve had a real free ride in our country.”
“David, we’re a free trader. And everyone has abused us,” Cramer remarked to co-host David Faber.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on March 25th.
For these stocks, we also 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q4 2024: 103
The Boeing Company (NYSE:BA) is the embattled aircraft manufacturer whose shares have started to turn a corner in 2025. Year-to-date, the firm’s shares have gained 1.24% despite a 15% drop during the first ten days of March. The Boeing Company (NYSE:BA) has benefited as the US government has awarded the firm a massive $20 billion contract for its next-generation fighter aircraft platform. The win injects considerable certainty into the firm’s future cash flows. Here is what Cramer said about The Boeing Company (NYSE:BA):
“Kelly Ortberg, he’s classic, he’s the CEO. What does he do first? He fixes the balance sheet. Then he gets to know the company even better. . .then, he’s, goes to China. . .and now this is very logical. Because I think that if you win that plane. . .already announced and another plane, why wouldn’t this Justice Department change their mind? Remember, this is a different Justice Department. We seem to think that Justice is, that has a continuum. If we think. . .that the Justice Department is the same Justice Department that you got with Biden, I think that’s ill-advised to think that.”
“That means if I were Boeing, I’d roll the dice with the new Justice Department.Why not? I mean, look, why not roll the dice on anything that is that political, because if you are considered to be a great American company, I’m not saying that Justice is on a strange arc anymore, but I think that Justice might say you know what, they’ve done a lot of good. Let’s them out of it. That’s very contrary to the previous administration where everything was etched in stone. But I think it’s very wise. I think Kelly Ortberg is making, he’s making every right decision. Now we have to see what he does with space. Does he say listen, we don’t have the money to do space and we do this? I don’t know. But he has to make a decision about space.”
“[On whether stock can go higher] I think you can blow through that. I think the plane orders, if they’re allowed to do as many 737s as they want, which I think really. . .then they’re going to be money in 2026 they’re gonna have an amazing year. Now, I’m not gonna recommend the stock because then if it goes down David will kid me forever, and I don’t really need that.”
Overall, BA ranks 6th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of BA as an investment, our conviction lies in the belief that some 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 BA 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.
