NEW YORK — Jim Cramer recommended buying Vistra Corp. (VST) despite calling it a "falling knife," advising investors to initiate just 25 percent of a full position. He said the stock's valuation had become "too low" following a sharp run-up and subsequent pullback.
On Fair Isaac Corporation (FICO), Cramer said he would not buy the stock. Despite his personal affinity for the company, he said FICO faces meaningful pressure from AI advancements that could disrupt its core business.
Cramer revisited his past call on Clover Health Investments Corp. (CLOV), conceding he "was not bullish enough" on the speculative stock. He said its performance proved his initial caution wrong. Even so, he reaffirmed his long-term preference for established healthcare names, specifically citing UnitedHealth Group (UNH) and CVS Health (CVS).
On Stryker Corp. (SYK), Cramer said he was disappointed the company had not acted as an industry consolidator. He had expected Stryker to pursue acquisitions to strengthen its market position. That has not happened, and he said his view on the stock has shifted accordingly.
