Stock Opinions by Jim Cramer - Mad Money

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HOLD

He fears bad news about Copilot, weaker-than-expected Azure numbers and software worries in the face of Anthropic developing its own software. But an analyst points to strength in their AI business, solid growth in sales, including Azure. Let it run, and don't sell.

DON'T BUY

It's dead money for spending a fortune on AI without seeing a return.

COMMENT

The stock has been slumping, caused by their cardio business missing numbers despite a a beat-and-raise quarter.

SELL

It has no CEO or CFO and faces strong competition from free software like Canva.

BUY

It's risen 289% under the current CEO, beating the big six banks. Today they reported a great quarter to send it to a new high.

BUY ON WEAKNESS

Today, it reported a solid quarter, though net interest margins shrank by 3 basis points and part of the earnings beat came from a lower tax rate. Any dip is a buy.

BUY

Pays a 6% dividend. Good for those who want fixed income.

DON'T BUY

A pure spec. Nobody in this country wants nuclear energy because it's too expensive.

PARTIAL BUY

Bets it will be consolidated if shares stay down here. Can buy some here.

DON'T BUY

Doesn't think it will reach $210 unless it radically expands its share buyback.

BUY

Is undervalued. He predicts that if Waymo were spun off (its self-driving cars are ahead of Tesla's), it would get a ridiculous valuation, and Alphabet stock would soar.

COMMENT

Is suing OpenAI, cleaming it stole Apple's IP to build its own consumer devices, essentially naming Apple employees who left for OpenAI. But some accuse Apple of sour grapes. Then again, OpenAI faces many lawsuits of wrongdoing. OpenAI's lawsuits could distract it from winning the AI race, Apple's suit could be the first of more IP ones.

PARTIAL BUY

Shares jumped 40 on its July 1st IPO, but has lost most of those gains. They have 500 million active users. They grow by buying mature tech companies, slashing costs and monetizing the existing user base. Revenues have growth from $387 million in 2023 to $1.31 billion in 2025, and boast 132% growth in Q1. Organic growth was only 13%, because most gains come from takeovers. Operating income was $84 million in 2023 and $278 million in 2025. However, at end of 2025, they carried $2.67 billion in debt and $630 million in cash, but climbed to $4.36 billion of debt in Q1. Doesn't like that the founders control 83% of voting power, so shareholders have little say. Trades at 15x last year's revenues, not earnings, so not cheap. Many of their businesses are software, which is vulnerable to AI takeover. Can they continue to deliver? But a little now and then at lower levels.

BUY

Is up 200% since 2025 started. They just bought Webster Financial which gives them a stronger foothold in the US.

DON'T BUY

There are too many ways to translate languages now.

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