We recently published a list of Jim Cramer Recently Talked About These 15 Stocks. In this article, we are going to take a look at where Ferguson Enterprises Inc. (NYSE:FERG) stands against other stocks that Jim Cramer discussed recently.

On Tuesday, Jim Cramer, host of Mad Money, offered his perspective on the day’s market rally as he delved into the impact of the ongoing dynamic between President Donald Trump and Federal Reserve Chair Jerome Powell.

“All day, I heard that today’s rally was just a bear market rally, okay? That it was a phony spike, and the market will go right back down the moment the president posts that there’ll be no compromise on tariffs. Who knows, maybe Fed Chief Jay Powell should be deported.”

READ ALSO: 9 Stocks on Jim Cramer’s Radar and Jim Cramer’s Thoughts on These 5 Stocks.

However, Cramer pointed out that the tone shifted significantly just after the market closed. In his words, “We get incredible news that is sure to drive this market higher.” The news came directly from the President, who clarified that he had no intention of firing Powell, a rumor that Cramer identified as a major factor in the prior day’s market slide. Trump’s statement, “Never did, never will,” regarding any plans to remove Powell effectively erased the cloud of uncertainty that had been hanging over the markets.

Given this reversal, Cramer questioned whether the rally could still be called a bear market bounce. In his view, it now looked like something more substantial. He explained that real recoveries are often mischaracterized at first. According to Cramer, they typically begin with what appear to be bear market rallies, short-lived, suspicious upticks that many investors brush off due to repeated disappointments in the past. He stressed that the early stages of genuine market turnarounds are often marked by disbelief and hesitation, with only the boldest or most reckless traders recognizing their potential early on. He added:

“Now look, just because the President doesn’t want a constitutional crisis and is going to keep Powell doesn’t mean we have more to go on. For example, there’s been no sign of change from the administration on the trade wars.”

Our Methodology

For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 22. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

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Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).Jim Cramer Backs Ferguson (FERG): “I Like Ferguson a Lot, It’s in Good Shape”

A busy warehouse stocked with a variety of industrial plumbing parts.

Ferguson Enterprises Inc. (NYSE:FERG)

Number of Hedge Fund Holders: 72

Highlighting its dividend, $32 billion market cap, and forward PE ratio, a caller inquired about Ferguson Enterprises Inc. (NYSE:FERG), and Cramer said:

“Oh, I like Ferguson a lot. Now Ferguson’s part of a whole cohort of stocks that I like. They got brought down when people decided they didn’t want the data centers anymore. That’s a mistake. I think it’s in good shape.”

Ferguson Enterprises (NYSE:FERG) distributes plumbing, heating, and HVAC products, and it offers a wide range of solutions for residential, commercial, and industrial customers. The company also provides specialized services like project management, installation, fabrication, and after-sales support. Parnassus Investments stated the following regarding Ferguson Enterprises Inc. (NYSE:FERG) in its Q4 2024 investor letter:

“We also added Industrials sector holding Ferguson Enterprises Inc. (NYSE:FERG), a leading distributor of plumbing supplies and construction equipment. Ferguson’s highly efficient operations, extensive distribution networks and broad product offerings give the company clear leadership over smaller, local competitors. Ferguson’s scale advantages are expected to increase as it consolidates the fragmented industry structure. Additionally, the structural tailwinds of aging infrastructure and housing shortages should support Ferguson’s long-term organic growth. Led by a tenured management team with a strong track record, the company is well positioned going forward, we believe.”

Overall, FERG ranks 12th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of FERG as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than FERG but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

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