Cramer On DoorDash: They Just Want Semi Uber, Reddit, Zscaler Caught In The Same Rotation - Boost Ru
Cramer discussed several stocks after recent earnings. DoorDash reported better-than-expected Q1 results May 6. He highlighted Boost Run (BRUN), noting Craig-Hallum’s May 12 Buy initiation with a $30 target; BRUN shares rose 18.4% to $28.43. Cramer also cited Leidos’ May 5 beat and raised FY2026 guidance, and Flex’s May 5 Q4 beat with above-estimate Q1 and FY27 guidance.
How this was made
The 30-second read
Why it matters
Trading relevance is strongest for FLEX and LDOS due to explicit beat-and-guidance details; BRUN is momentum/analyst-driven; PHM is calendar-driven; DASH is mostly referenced without a new catalyst.
Market read
This is a momentum/earnings-read-through brief: FLEX and LDOS have direct fundamental catalysts, BRUN is sentiment/analyst-driven, PHM is an earnings calendar setup, and DASH is only thematically referenced.
What to watch
The article lacks valuation/consensus context and does not quantify how much guidance beats changed estimates, which can cap upside after the initial momentum burst.
Background
The piece is a commentary segment that ties together several companies’ recent earnings/guidance outcomes and highlights a “rotation” trade, while also noting specific same-day price moves.
Ticker impact
Cramer highlighted Boost Run as a “hot stock,” after it surged 18.4% to $28.43, with Craig-Hallum initiating Buy at $30.
Near-term upside bias vs. peers, with elevated volatility risk after the sharp one-day move.
The article cites a fresh analyst initiation and a large daily gain, but does not add new company-specific operational news beyond prior earnings context.
Cramer discussed DoorDash in the context of a rotation, noting DoorDash shares fell 3.9% to $154.00 on the day.
Limited incremental impact expected; focus on relative strength vs. other “rotation” names.
The piece does not report new DASH-specific fundamentals or events; it only mentions the day’s price action and a thematic comment.
Leidos received a positive read-through as it posted better-than-expected Q1 earnings and raised FY2026 guidance; shares rose 1.7% to $128.12.
Mild-to-moderate positive drift possible as investors re-rate on raised FY2026 guidance.
The article explicitly cites earnings outperformance and guidance increase, which are direct fundamental catalysts.
Cramer recommended Flex after it reported better-than-expected Q4 sales and issued above-estimate Q1 and FY27 guidance; shares jumped 8.1% to $143.24.
Higher probability of follow-through vs. the broader market, though expect volatility given the large gap-up.
The article provides concrete beat-and-guidance details plus a large realized move, making the catalyst-to-price link strong.
PulteGroup announced it will release second-quarter results before the open on July 22, setting a near-term event date.
Pre-earnings positioning may build gradually; near-term impact likely modest until guidance/consensus updates.
An explicit earnings release date can drive calendar-based trading, but there is no new fundamental information in this excerpt.
Market effects
Reinforces a rotation theme into companies with recent earnings beats and raised guidance, potentially pulling sentiment toward cyclical/consumer-adjacent and industrial/tech-adjacent names.
Primarily US-focused equities; no explicit cross-region catalyst beyond broad sentiment spillover.
Limited global relevance stated; impact is mainly within US large/mid-cap growth and earnings-momentum cohorts.
Counterpoint
Cramer’s endorsement can overstate near-term follow-through; BRUN’s move may already price in the narrative before new fundamentals arrive.
Key entities
- public_companyBoost Run, Inc.
Cramer called it a “hot stock,” and the article notes a Buy initiation at $30 plus a sharp one-day rally.
- public_companyFlex Ltd.
Cramer recommended it after above-estimate Q4 sales and above-estimate Q1 and FY27 guidance; shares jumped 8.1%.
- public_companyLeidos
Raised FY2026 guidance after better-than-expected Q1 earnings; shares rose 1.7%.
- public_companyPulteGroup
Announced Q2 earnings timing before the open on July 22.
- public_companyDoorDash
Mentioned in the rotation discussion with the day’s shares down 3.9%, but no new company-specific event is provided.
