Jim Cramer recently recommended buying Nvidia and CrowdStrike, up 1,400% and 875%, respectively, since January 2023. The article’s author says investors should consider Nvidia but keep CrowdStrike on a watchlist because of its valuation.
The article says Cramer previously ran a hedge fund that earned 24% annually over 14 years. Nvidia GPUs account for nearly 90% of AI accelerator sales, while CrowdStrike offers a 34-module cybersecurity platform. Both companies reported fiscal second-quarter 2027 results for periods ended in July 2026: Nvidia revenue rose 106% to $96.2 billion and non-GAAP net income rose 120% to $2.22 per diluted share; CrowdStrike revenue rose 26% to $1.4 billion and non-GAAP earnings per diluted share rose 35% to $0.31.
Wall Street estimates cited project adjusted earnings growth of 72% a year for Nvidia and 28% for CrowdStrike through their fiscal years ending in January 2028. Median analyst targets are $318 for Nvidia (42% above the cited $223 share price) and $245 for CrowdStrike (4% below $255); the article lists their valuations at 36 and 230 times earnings, respectively. The disclosure says Trevor Jennewine holds both stocks and The Motley Fool holds and recommends both.
