Jim Cramer: Williams Companies Is 'Terrific,' This Tech Company Had An ‘Amazing’ Quarter - Hawkeye 360 (N
Jim Cramer expressed preferences for HawkEye 360 (NYSE:HAWK), Canadian Natural Resources (NYSE:CNQ), Palantir (NASDAQ:PLTR), and Williams Companies (NYSE:WMB). CNQ reported Q2 earnings of $1.58/share, beating estimates. PLTR reported Q2 revenue of $1.94B, also beating estimates. WMB received an upgraded price target from Morgan Stanley. IBM's Q2 results exceeded expectations. Rocket Lab (NASDAQ:RKLB) shares fell 5.9% on Monday.
How this was made
The 30-second read
Why it matters
The article provides new earnings data for CNQ and PLTR and a fresh contract award for HAWK, offering short‑term trading ideas.
Market read
Fresh earnings and a contract award create modest trading opportunities across energy and tech sectors.
What to watch
Potential downstream revenue from the Space Force partnership could be larger than the headline amount.
Background
Jim Cramer highlighted several stocks on Mad Money, mixing commentary with fresh earnings and contract news.
Ticker impact
HawkEye 360 was awarded a $12 million contract to support the U.S. Space Force’s space data network consortium.
Modest upside if market prices in the contract.
The contract is new but modest in size; investors may view it as a positive catalyst.
Canadian Natural Resources reported Q2 earnings of $1.58 per share and sales of $10.648 billion, both beating estimates.
Likely short‑term upside as the beat is fresh.
Earnings were disclosed for the first time in this article, providing new material.
Palantir posted Q2 revenue of $1.94 billion and adjusted EPS of $0.41, both above expectations, and raised FY26 sales guidance.
Potential near‑term rally.
First report of the earnings beat and guidance lift.
Morgan Stanley upgraded Williams Companies to Overweight and raised its price target to $103.
Modest upside if market reacts.
Upgrade is a fresh analyst action, though target change is modest.
IBM reported better‑than‑expected Q2 results on July 22, referenced in the article.
Limited impact.
The article merely recaps prior earnings.
Market effects
Space‑tech and energy sectors see modest positive cues from contract award and earnings beats.
North American markets may see slight uplift in related stocks.
Limited; impacts are company‑specific.
Counterpoint
The $12 M contract may be too small to materially affect HawkEye 360's valuation.
Key entities
- companyHawkEye 360
Space‑data provider awarded a $12 M contract.
- companyCanadian Natural Resources
Energy producer with Q2 earnings beat.
- companyPalantir Technologies
AI software firm with Q2 earnings beat and raised guidance.
- companyWilliams Companies
Energy infrastructure firm upgraded by Morgan Stanley.
