Cramer’s Stop Trading: Palantir
Speakers
Jim Cramer
— Host, Mad Money
Summary
In this Stop Trading segment, Jim Cramer defended Palantir despite its high valuation, citing a positive Truist note, the Rule of 80, and customer feedback. He also named aerospace as a major 2026 theme, highlighted AAR ahead of its earnings, and praised Boeing CEO Kelly Ortberg's turnaround efforts. The segment was largely positive on the named technology and aerospace names.
- Cramer remained positive on Palantir even as skeptics cited its 244x earnings multiple.
- He referenced Truist's $223 price target and Rule of 80 as support for Palantir.
- Cramer called aerospace a big theme for 2026 due to strong demand.
- He highlighted AAR ahead of its earnings, citing its commercial jet leasing and engine repair business.
- Cramer said Boeing CEO Kelly Ortberg is bringing the company back from the brink.
Ideas
Bullish Palantir despite high valuation
Cramer remains positive on Palantir even though skeptics cite its 244 times earnings valuation. He points to a positive Truist note with a $223 price target and Rule of 80, arguing Palantir is a fast-growing company that actually makes money. He also says he believes in the team and that customers tell him Palantir has radically changed their companies, making them thinner, better, and more effective.
Bullish AAR on aerospace demand
Cramer highlights AAR ahead of its report tonight, saying it fits his strong aerospace demand theme because it sells and leases commercial jets and repairs engines, and he believes it has a great handle on the business.
Aerospace is a 2026 theme
Cramer says aerospace is a big theme for him for all of 2026 because demand is so great.
Boeing turnaround under Kelly Ortberg
Cramer is positive on Boeing because he thinks CEO Kelly Ortberg is bringing the company back from the brink.
