Jim Cramer Says Apple Inc. (AAPL) Just ‘Doesn’t Grow As Fast As We’d Like’

Insider Monkey
04-27

We recently published an article titled What Happened After Jim Cramer Talked About These 13 Stocks. In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against the other stocks Jim Cramer recently discussed.

During a recent episode of Mad Money, Jim Cramer offered his perspective on the day’s market rally as he delved into the impact of the ongoing dynamic between President Donald Trump and Federal Reserve Chair Jerome Powell.

“All day, I heard that today’s rally was just a bear market rally, okay? That it was a phony spike, and the market will go right back down the moment the president posts that there’ll be no compromise on tariffs. Who knows, maybe Fed Chief Jay Powell should be deported.”

READ ALSO: Jim Cramer Got These 10 Stocks All Wrong and Jim Cramer Nailed These 11 Stock Picks

However, Cramer pointed out that the tone shifted significantly just after the market closed. In his words, “We get incredible news that is sure to drive this market higher.” The news came directly from the President, who clarified that he had no intention of firing Powell, a rumor that Cramer identified as a major factor in the prior day’s market slide. Trump’s statement, “Never did, never will,” regarding any plans to remove Powell effectively erased the cloud of uncertainty that had been hanging over the markets.

Given this reversal, Cramer questioned whether the rally could still be called a bear market bounce. In his view, it now looked like something more substantial. He explained that real recoveries are often mischaracterized at first. According to Cramer, they typically begin with what appear to be bear market rallies, short-lived, suspicious upticks that many investors brush off due to repeated disappointments in the past. He stressed that the early stages of genuine market turnarounds are often marked by disbelief and hesitation, with only the boldest or most reckless traders recognizing their potential early on. He added:

“Now look, just because the President doesn’t want a constitutional crisis and is going to keep Powell doesn’t mean we have more to go on. For example, there’s been no sign of change from the administration on the trade wars.”

Methodology

For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 22, 2024. We then calculated their performance from April 22nd, 2024, market close to April 23rd, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.

Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.

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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A wide view of an Apple store, showing the range of products the company offers.

Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 166

In that older episode, Jim Cramer discussed Apple Inc. (NASDAQ:AAPL) by contrasting its investor base with Tesla. At the time, Cramer was cautiously optimistic about Apple’s future, even if near-term iPhone sales disappointed. Here’s his full analysis:

“If you just look at iPhone sales, we’ll most likely get a disappointment and a statement about further weakness. […]  Still, I think the big institutions are looking to buy Apple even if the estimate cuts because they're looking forward to those two events [Developer’s conference in June and the launch of a new iPhone in September] but I expect their interest will remain tepid unless the company can announce their growth in the rest of the world is accelerating faster than their business in China is shrinking. […]

Apple does make a lot of money; it just doesn’t grow as fast as we’d like. Some people say there’s no growth at all […] But those institutions who own Apple would never let the stock fall that low. They find some way to justify paying more than that price.”

Worst-case scenario Apple? You can buy Apple at $160 and then scale in. I would do it every five points, getting bigger as you approach the $130s. You know what, it's always good to know the parameters of a stock; the stock that you advocate owning, and not trading.”

The iPhone maker’s stock price has risen by 22.59% since that episode aired last year.

More recently, Cramer is advising his viewers about the macroeconomic risks that Apple Inc. (NASDAQ:AAPL) is facing due to President Trump’s trade war with China. Here’s what he said on the 17th of April:

“I just think that if you’re one of these, you’re gonna write a check, if the Justice Department allows you, to Apple and say, listen I want to be the only provider. […]

“Okay here’s what I’ve said about Apple. They’re spending 500 billion which gives them absolutely nothing other than the right to be able to build here in the United States which is the same thing that NVIDIA did. I will tell you this. I think that the stay [tariff pause] is going to turn out to be chimerical. I think it’s going to be chimerical. Because they’re so. . .mercurial and arbitrary there I think, and nothing means anything. They can say, well I just think they’re giving them a stay. You know, Lutnick comes out. If you remember the, the cadence, they get the stay on Friday, then Lutnick comes on Sunday talk shows and basically says well that means nothing. You know so I come back and I say, well what certainty do I have?”

Overall AAPL ranks 1st on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

 

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

 

Disclosure: None. This article is originally published at Insider Monkey.

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