CNBC Television
Lightning Round: Buy Boeing right here, says Jim Cramer
11/6/2025, 1:03:23 AM
Economic Summary
- Private equity (KKR) taking stakes in healthcare companies like Henry Schein (HSIC) may force cost discipline, restructuring, or board changes and could alter profitability and pricing strategies in dental/health supplies.
- Structural demand for storage and related capital equipment strengthens the outlook for equipment vendors such as KLA (KLAC) and Applied Materials (AMAT), implying durable revenue and margin tailwinds as capacity needs grow.
- Bloom Energy (BE) appears to have reached commercial product-market fit after long development, delivering meaningful results and suggesting a transition from developmental losses to sustainable growth and cash generation.
- Boeing (BA) reported a strong quarter with positive cash flow; management actions and one-time charges aside, the speaker recommends buying the stock under $200, indicating confidence in operational recovery and long-term demand.
- Tesla (TSLA) is being priced more as an autonomy/robotics platform than a traditional automaker; its stock performance is tied to leadership stability and the autonomous narrative driving valuation.
Bullish
- Storage and semiconductor-equipment names benefit from structural demand for capacity.
- Boeing showing improved cash flow; buy opportunistically under $200 per share.
- Bloom Energy's technology has finally proven commercial viability and is growing.
- Tesla is trading as a robotics/autonomy story; staying leadership could drive higher shares.
Bearish
- Tyler Technologies trading down with a ~40x P/E, vulnerable to further downside.
- Chipotle appears expensive and is underperforming operationally; execution risk remains.
- Healthcare providers (e.g., Henry Schein) may be charging too much, exposing them to scrutiny.
Bullish tickers
KLACAMATBEBATSLA
Bearish tickers
TYLCMG
HSIC
Bullish
Recent quarter surprised to the upside; private capital could unlock value.
Bearish
Perceived to charge high prices; under private equity scrutiny after KKR stake.
KKR
Bullish
KKR's board influence could impose discipline and unlock shareholder value.
Bearish
Active PE involvement can lead to cost cuts that disrupt operations.
KLAC
Bullish
Stands to benefit from increased need for storage-related semiconductor equipment.
Bearish
Cyclical exposure to capex could lead to volatility if demand softens.
AMAT
Bullish
Well positioned to capture secular storage and advanced-node equipment demand.
Bearish
Capital spending cycles could create near-term revenue variability.
BE
Bullish
Technology now working commercially; company showing meaningful growth and improving results.
Bearish
Long prior history of unproven economics raised skepticism among investors.
TYL
Bullish
Established application-software business with durable demand; consider waiting for better entry.
Bearish
Trading down amid sector weakness and still sits at roughly a 40x P/E.
BA
1 price targets
200
Bullish
Strong cash flow and improving outlook — recommended buy under $200 per share.
Bearish
Recent charges and 777 delays weigh on sentiment despite operational improvements.
TSLA
1 price targets
250
Bullish
Market is pricing autonomy/robotics upside; leadership continuity could drive much higher stock gains.
Bearish
Valuation reflects a robotics/autonomy narrative; vulnerable if that thesis weakens.
CMG
Bullish
Strong brand and unit economics could recover if execution improves.
Bearish
Too expensive at current multiples and exhibiting execution problems.
SCHW
Bullish
Sponsor mention only; no investment thesis discussed in transcript.
People mentioned
Jim KramerRaggoBriannaJordanZacharyAshSantiago