Jim Cramer Talked About These 11 Stocks Recently

2. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders: 76

Cramer mentioned The Walt Disney Company (NYSE:DIS) during the episode. Here’s what  Mad Money’s host had to say:

“Travel’s a $2 trillion business. Cruises are considered an amazing value within that $2 trillion. No wonder Disney’s planning to double its fleet size in the next six years.”

Disney (NYSE:DIS) plays a major role in the global entertainment sector, with its operations spanning film and television production, streaming platforms, and theme park management. In December 2024, Cramer discussed Jefferies’ initiation of coverage of the stock with a Hold rating. He pointed out that the company had announced a 33% increase in its dividend, reflecting a highly successful year.

However, Cramer found it interesting, or perhaps even a bit insulting, as he noted, “they say there’s $120 sum of the parts”, despite the stock trading at $116 at that time. He called the $120 price target “ridiculous,” stating that he believes Disney (NYSE:DIS) is worth much more.

Cramer went on to highlight that the company is a major player in the entertainment world, with a movie lineup that’s on track, stabilized linear TV operations, and theme parks positioned for growth next year following a reset. Given the company’s positive outlook and solid fundamentals, he questioned why anyone would bet against Disney, criticizing the $120 target as a bet against the company’s potential.