Jim Cramer’s 2025 Stock Picks Outperform Expectations
In a year marked by financial market volatility, two of Jim Cramer’s stock recommendations have defied the odds to deliver outstanding performance in 2025. Both stocks have not only outperformed expectations but also silenced critics often skeptical of Cramer’s investment calls. Backed by strong financials and favorable sector trends, these picks have positioned themselves as top performers.
Lam Research Corp (NASAQ: LRCX): Leading the Semiconductor Surge
As one of the leading names in the semiconductor industry, Lam Research Corp has emerged as a standout performer in 2025. By the end of December, its shares reached an impressive $172.27, reflecting a remarkable 137% year-to-date increase. This surge was fueled by a resurgence in capital spending on wafer fabrication equipment, with industry-wide investments estimated at $105 billion—a significant improvement compared to 2024.
Lam Research specializes in producing cutting-edge deposition and etch tools, essential for manufacturing advanced semiconductors used in artificial intelligence and high-performance computing. Financially, the company consistently beat earnings expectations throughout the year while maintaining high operating margins of over 30% and achieving a record-breaking free cash flow of $5.4 billion, approximately 29% of its revenue.
Notably, Cramer highlighted Lam’s attractive valuation as a major draw for investors, particularly relative to its industry dominance and earnings growth. For those eager to stay updated on AI and chip industry developments, Lam remains a company to watch closely.
Expedia Group (NASDAQ: EXPE): Riding the Travel Boom
The recovering travel industry has propelled Expedia Group to new heights in 2025. Fuelled by increasing consumer demand for travel and innovative operational strategies, Expedia stock surged 56% to $289.25 by year-end. This growth signifies a rebound for a company that once struggled with inconsistent performance.
Cramer has repeatedly pointed out that Expedia is trading at a lower price-to-earnings multiple compared to competitors like Booking Holdings. This valuation advantage, coupled with strong earnings growth, has made Expedia a compelling pick among travel industry stocks.
In the third quarter of 2025 alone, Expedia reported revenue of $4.41 billion—a 9% year-over-year increase—while adjusted earnings per share grew 23% to $7.57. Additionally, the company recorded gross bookings of $30.73 billion, signaling sustained consumer loyalty and consistent demand for its services.
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From semiconductor innovations to a revitalized travel sector, 2025 has been an exciting year for investors following Jim Cramer’s lead. With Lam Research and Expedia showing strong fundamentals and continued growth potential, both are worth keeping an eye on as the market evolves.
