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- CNBC’s Jim Cramer said Wall Street unfairly punished several companies despite delivering strong earnings.
- He highlighted GE Aerospace, Wells Fargo, Johnson & Johnson, Levi’s, and UnitedHealth as buying opportunities.
watch nowVIDEO02:12It’s better to take advantage of companies like J&J and Wells Fargo for the long-term, says Jim CramerMad Money with Jim Cramer
CNBC’s Jim Cramer said Thursday that some of the market’s biggest opportunities lie outside the technology sector.
“I think it’s a much better game to find mismarked stocks,” the “Mad Money” host said.
While plenty of investors remain fixated on the artificial intelligence winners, Cramer argued several companies in more traditional industries have been unfairly punished despite delivering strong quarters. He said those sell-offs have created attractive long-term buying opportunities.
“You never know when the poor souls who’re being margined out of the commodity chipmakers will finish,” he said, referencing investors who bought stocks with borrowed money and are being forced to sell. “That’s not something you even need to ask yourself when it comes to these superb companies” whose fundamentals are better than their stock performance suggests.
GE Aerospace topped his list. Shares of the jet-engine maker fell after reporting better-than-expected earnings and raising its full-year outlook. Cramer said investors were too focused on a slowdown in order growth after an exceptionally strong stretch.
“The market’s dead wrong here,” he said.
Wells Fargo was another stock he thinks investors have misunderstood. While analysts focused on softer net interest income, Cramer said CEO Charlie Scharf is successfully transforming the bank into a more diversified firm with stronger investment banking and advisory businesses.
“Charlie Scharf is known as one brilliant banker,” Cramer said. “He saved Wells Fargo.”
Johnson & Johnson also belongs on the list, Cramer argued. He said investors focused too heavily on a modest miss in the company’s cardiovascular business, while overlooking the strength of its oncology, neuroscience and immunology drug franchises.
Cramer also defended Levi’s after the apparel company sold off despite posting what he viewed as an excellent quarter, highlighted by strong direct-to-consumer growth, improving women’s sales, and disciplined execution.
“We have so many disappointing apparel companies, it’s crazy to me that Levi’s got dinged, even if it was only temporary,” he said.
Finally, he praised UnitedHealth’s latest results, citing improving margins, stronger pricing, and a turnaround in the Optum division under returning CEO Stephen Hemsley. Hemsley retook the helm in May 2025. Shares of United Health finished Thursday up just 1.2%, well off their highs of the morning.
watch nowVIDEO13:03Jim Cramer: It takes a lot of guts to disagree with the market about a stock after it reportsMad Money with Jim Cramer
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