Zscaler beat Q4 FY26 estimates with $898 million in revenue and $1.19 EPS, but fiscal 2027 guidance implies growth decelerates to roughly 17%. Jim Cramer sees heavy short interest, setting up a potential squeeze for the cybersecurity stock.
Source: insidermonkey.com · finance.yahoo.com
Jim Cramer's September 3 'pure speculation' call on Nuvation Bio hits at a moment of momentum: shares rose on FDA Fast Track news and strong early IBTROZI adoption. Yet analysts forecast a full-year 2026 net loss, making the rally a contest between pipeline optionality and burn rate.
Jim Cramer's cautious ORCL take highlights a tension: Oracle's roughly $638 billion remaining performance obligation signals durable AI demand, but data center loans and heavy capex are pressuring free cash flow. Investors must weigh mega-cap infrastructure execution risk against multi-year cloud revenue potential.
Jim Cramer's September 1 guidance on Applied Materials gives investors a tactical framework: begin with a small position near $490 and average in only on a further 10% pullback after the stock's $300 drawdown from highs. Hedge fund data shows 137 funds held AMAT in Q2, down one quarter-over-quarter, underscoring cautious institutional positioning.
Source: insidermonkey.com · finance.yahoo.com
SpaceX shares (SPCX) plunged after its first quarterly report as a public company, but Jim Cramer urged investors to ignore quarterly noise. He highlighted the August 6 lock‑up expiration as temporary and emphasized Elon Musk’s orbital data‑center plans, comparing the build‑out to the 19th‑century railroad boom. Shares rebounded 15.83% following his commentary, signaling market appetite for the long‑term thesis.
Source: The Motley Fool · Adam Spatacco (us)
Jim Cramer’s bullish pivot comes as Moderna stock pulls back from its 109% YTD gain, raising the question: does the dip offer a compelling entry for investors?
Nio has achieved its first-ever quarterly profit in Q4, reporting an adjusted net income of $103.9 million on $4.95 billion in revenue. The milestone prompted CNBC’s Jim Cramer to reverse his bearish stance, signaling a potential shift in the company's trajectory from a capital-intensive startup to a scalable automotive player.
Jim Cramer has advised investors to avoid Whirlpool Corporation, citing a lack of near-term catalysts for the appliance giant. The company is currently navigating a difficult period marked by high interest rates, domestic job cuts, and a significant shift in its manufacturing footprint to Mexico.
Source: insidermonkey.com · finance.yahoo.com
Jim Cramer has issued a strong endorsement of Forgent Power Solutions, calling it a 'terrific company' just one day after the firm announced a 30-million-share secondary offering. The bullish sentiment provides a critical counterweight to the potential price pressure caused by the significant increase in public float.
Source: finance.yahoo.com · insidermonkey.com
Jim Cramer has warned investors to expect increased volatility for ServiceNow (NOW), citing a period of heightened turbulence ahead. The caution comes as the enterprise software giant navigates a complex market environment defined by AI disruption fears and shifting analyst sentiment.
Source: finance.yahoo.com · insidermonkey.com
Jim Cramer has highlighted Viavi Solutions as a key player in a "hot" market segment, acknowledging its premium valuation while emphasizing its strategic importance. The company's role in network testing and assurance is increasingly vital as AI and 5G infrastructure demands surge.
Source: finance.yahoo.com · insidermonkey.com
Marathon Petroleum continues to leverage its refining dominance for aggressive capital returns, while FedEx navigates a massive structural integration to boost margins. Both stocks are currently under intense scrutiny from hedge funds as they balance macro headwinds against internal efficiency gains.
Source: insidermonkey.com · insidermonkey.com
Jim Cramer emphasizes Enbridge's value as a stable income play driven by its extensive gas pipeline network rather than its speculative LNG exposure. This shift highlights a preference for defensive midstream assets in a volatile energy market.
Source: finance.yahoo.com · insidermonkey.com
Despite a broader valuation reset in the software sector, Wall Street analysts have identified Snowflake and SentinelOne as high-conviction AI plays with up to 70% upside. These firms are positioned to lead the next phase of enterprise AI integration as market sentiment begins to decouple from legacy SaaS metrics.
Jim Cramer has issued a stark warning on Zeta Global Holdings, suggesting the AI-powered marketing firm represents exactly what investors are currently avoiding. The commentary highlights a growing skepticism toward high-growth tech companies facing transparency and valuation scrutiny.
AeroVironment (AVAV) and Concrete Pumping Holdings (BBCP) are preparing to release their fourth-quarter financial results, offering critical insights into defense technology demand and infrastructure spending. While AVAV rides a wave of recent contract wins and manufacturing expansion, BBCP remains a barometer for the health of the broader construction sector.
Jim Cramer's recent critique of Campbell Company highlights a broader trend of institutional investors shunning consumer staples facing stagnant growth. Despite a strategic rebranding and portfolio diversification, the company's struggle with volume growth remains a primary deterrent for professional money managers.
Source: insidermonkey.com · finance.yahoo.com
Jim Cramer has issued a bullish outlook for Dollar General, positioning the discount retailer as a primary beneficiary of current consumer spending shifts. However, he warns that a rapid spike in oil prices to $120 per barrel could derail the stock's recovery by squeezing low-income household budgets.
Jim Cramer has identified Kohl’s Corporation as a potential turnaround play, suggesting the retailer is in the early stages of a significant rebuild. This shift comes as the company attempts to navigate a challenging retail landscape through inventory management and strategic partnerships.
Jim Cramer has issued a highly bullish endorsement of Uber, characterizing the ride-sharing and delivery giant as a company poised for global dominance. This sentiment reflects Uber's successful pivot from aggressive growth to sustained profitability and its strategic expansion into high-margin advertising and autonomous vehicle integration.