Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why
Jim Cramer endorsed Akamai (AKAM) for its cybersecurity and cloud services growth, with a 14x forward P/E and $153 analyst target. He dismissed Builders FirstSource (BLDR) due to weak earnings and cyclical risks. Applied Digital (APLD) was criticized for lack of GAAP profitability, despite $36B in long-term contracts.
How this was made
The 30-second read
Why it matters
The piece is primarily opinion‑driven with recapped earnings; it adds sentiment but no breakthrough information.
Market read
Cramer’s endorsement may cause short‑term moves in the three mentioned stocks, but the underlying earnings data are already public.
What to watch
Potential upside from multi‑year hyperscaler contracts and security revenue acceleration at Akamai.
Background
Jim Cramer’s Mad Money segment provided stock calls and commentary on three companies, accompanied by recent earnings data.
Ticker impact
Cramer praised Akamai as "terrific" and the article cites Q2 2026 security revenue up 10% and multi-year contracts totaling $2.8B.
Modest bullish pressure, likely limited to intraday move.
Cramer endorsement adds sentiment but no new material data.
Cramer dismissed Builders FirstSource; the article reports Q2 adjusted EPS $1.17 vs $1.27 consensus and a 57.9% YTD decline.
Continued downside pressure.
The earnings miss is already public; commentary adds little.
Cramer criticized Applied Digital; the piece details Q4 fiscal 2026 $36B contract book and $1B NOI run rate target.
Potential swing as investors weigh cash‑flow story versus losses.
Contract numbers are new in this article, but they were likely disclosed in the company's own release.
Market effects
Highlights cash‑flow focus in AI‑related infrastructure and cyclical housing supply sectors.
U.S. equities, particularly tech and construction stocks, may see modest sentiment shifts.
Limited to investors tracking Cramer’s commentary.
Counterpoint
Cramer’s cash‑flow filter may undervalue long‑term AI infrastructure assets like Applied Digital.
Key entities
- PersonJim Cramer
Host of Mad Money, providing stock recommendations.
- CompanyAkamai Technologies
Cybersecurity and cloud infrastructure provider.
- CompanyBuilders FirstSource
Housing supplier and construction materials distributor.
- CompanyApplied Digital
Data‑center infrastructure and AI build‑out company.
