Jim Cramer Calls Affirm 'A Winner,' But Not C3.ai: 'I Can't Recommend A Stock With No Earnings'
Portfolio Pulse from Avi Kapoor
Jim Cramer shared his views on several companies on CNBC's 'Mad Money Lightning Round,' praising Vertiv Holdings and General Dynamics for their performance and leadership, respectively. He was cautious about C3.ai due to its lack of earnings and described Altimmune as a speculative play. Cramer recommended Affirm Holdings, highlighting its strong fiscal second-quarter revenue growth. He found Darling Ingredients interesting but noted its declining stock price. Analysts have provided updates on these companies, including earnings expectations and price targets.
February 13, 2024 | 2:55 pm
News sentiment analysis
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NEGATIVE IMPACT
C3.ai, despite being liked by Cramer for its CEO, was not recommended due to its lack of earnings. The company is focusing on its annual AI conference.
Cramer's reluctance to recommend C3.ai due to its lack of earnings could negatively impact investor sentiment, potentially affecting AI's stock price negatively in the short term.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Altimmune is considered a speculative play by Cramer, with a Neutral rating and a $13 price target from Goldman Sachs.
The speculative nature of Altimmune, as mentioned by Cramer, and the Neutral rating from Goldman Sachs suggest a cautious outlook, likely resulting in a neutral impact on ALT's stock price in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Darling Ingredients is seen as interesting by Cramer, but its declining stock price makes him cautious. Citigroup initiated coverage with a Neutral rating.
Cramer's interest in Darling Ingredients, despite its declining stock price and Citigroup's Neutral rating, suggests a cautious but potentially stable outlook for DAR's stock in the short term.
CONFIDENCE 70
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
Affirm Holdings recommended by Jim Cramer following strong fiscal second-quarter revenue growth, beating consensus estimates.
Cramer's recommendation and Affirm's impressive revenue growth could boost investor confidence, potentially leading to an increase in AFRM's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
General Dynamics received a positive mention from Jim Cramer, recently reported better-than-expected sales results.
Cramer's endorsement and the company's recent sales beat could contribute to positive sentiment and potentially uplift GD's stock in the short term.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 85
POSITIVE IMPACT
Vertiv Holdings praised by Jim Cramer and expected to report strong Q4 results. Analysts predict higher earnings and revenue.
Cramer's positive outlook and the anticipated strong earnings report could drive investor interest and potentially boost VRT's stock price in the short term.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90