We recently compiled a list of the Jim Cramer Says These 10 Stocks Can Do Well Regardless of Who Wins. In this article, we are going to take a look at where CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stands against the other stocks in Jim Cramer’s current watchlist.
Jim Cramer, the host of Mad Money, recently shared his thoughts on stocks that could perform well regardless of who ends up running the White House. On Tuesday, Cramer observed that the day’s market performance gave the impression that every stock could go higher no matter who secures the presidency.
He pointed to significant gains across various sectors, including aerospace, housing, retail, and healthcare. Cramer noted that this broad-based rally resulted in strong performances on Tuesday, with the Dow climbing 427 points, the S&P rising by 1.23%, and the NASDAQ soaring by 1.43%. However, he tempered his optimism by adding that days like Tuesday might prove to be outliers in the coming weeks.
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Cramer took the opportunity to highlight ten stocks he believes will thrive and said:
“I want to highlight ten stocks that I believe will do well under either candidate, a who’s who of acclamation, companies that almost have to do well because of seismic trends and savvy managements. Companies that no White House would get hung up on, either because they’re beneath notice or they’re perceived as good corporate citizens by both sides. Stocks in industries that neither Trump nor Harris have ever targeted in the past.”
He also raised an important question for the viewers: “If you had the results of the election in hand, would you really know what to buy or sell?” According to Cramer, answering that question is far more complicated than it seems. He emphasized his list of stocks that can thrive regardless of the election outcome. These are companies that have no clear political adversaries in Washington, making them relatively safe bets. Cramer acknowledged, however, that many stocks that seem like obvious picks for one candidate or another often have hidden dynamics that don’t get enough attention.
“In the end, this presidential prognostication game is meaningless until we start hearing about cabinet appointments, those will tell us a lot. Then, we can figure out really who the winners and losers are. Right now, though, there are just too many political angles to every single stock story.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money on November 5. We listed the stocks in ascending order of their hedge fund sentiment as of the second quarter, which was taken from Insider Monkey’s database of more than 900 hedge funds.
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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
Security personnel at their consoles, monitoring a global network of threats in real-time.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 69
Cramer said that he is a big believer of cybersecurity, which is why his trust owns CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stock.
“Hey, speaking of hating to lose the CEO of Palo Alto Networks, that’s Desh Aurora, and the CEO of CrowdStrike, that’s George Kurtz, are both extremely competitive. They know how to stop cybercrime better than anyone. I know it hurts our diversification efforts, but the Charitable Trust owns both these stocks because I’m a huge believer in cybersecurity and I’m not gonna be left behind by a great stock here. There’s so much crime happening online. These companies literally can’t handle all the business. Imagine that, I call that a high-quality problem.”
CrowdStrike (NASDAQ:CRWD) offers cybersecurity solutions. It is known for its Falcon platform, a comprehensive suite of endpoint security solutions. Despite facing challenges earlier this year due to an outage that temporarily impacted its reputation, the company continues to be regarded as a top player in its field. During the fiscal 2025 second-quarter earnings call, which ended on July 31, CEO George Kurtz acknowledged that the outage caused some prospective customers to delay signing contracts.
However, he emphasized that most of these deals remain active in the sales pipeline, indicating that the company’s position in the market is still strong. Its Falcon platform offers a wide range of security tools, with 28 modules available to customers. In the second quarter of fiscal 2025, 65% of its customers were using at least five of these modules. The number of deals involving eight or more modules saw a significant increase, up 66% compared to the same period last year.
CrowdStrike (NASDAQ:CRWD) uses generative AI to detect threats and respond to potential breaches more rapidly. The company claims to have “the industry’s most complete AI-native defense,” positioning its technology as highly advanced. Its AI models are trained on data from more than 2 trillion incidents every day, enabling them to continually improve in terms of both speed and accuracy. This sophisticated approach to threat detection is central to the company’s value proposition and has helped maintain its reputation as a leader in endpoint security.
Overall CRWD ranks 5th on Jim Cramer’s list of stocks that can do well regardless of who wins. While we acknowledge the potential of CRWD 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 timeframe. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.