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吉姆·克莱默(Jim Cramer):这种基本材料股票上涨了这么多,建议等待“一点点回调”

2025-09-22 20:09

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying CMS Energy Corporation (NYSE:CMS). “I think it's fine, it's good,” he added.

Supporting his choice, CMS Energy, on July 31, posted better-than-expected earnings for the second quarter.

Cramer said Ramaco Resources, Inc. (NASDAQ:METC) has gone up so much, and recommended waiting for a “little bit of a pullback.”

Jefferies analyst Chris LaFemina, on Sept. 18, maintained Ramaco Resources with a Buy and raised the price target from $27 to $45.

“I don't think it's that bad,” Cramer said when asked about Accenture plc (NYSE:ACN). “I'm willing to pull the trigger.”

As per the recent news, Accenture, on Sept. 9, disclosed that it has acquired IAMConcepts, a privately held Canadian company specializing in identity and access management services.

Cramer said he likes Okta, Inc. (NASDAQ:OKTA). “I got to send you over to PANW,” he added.

On the earnings front, Okta, on Aug. 26, reported second-quarter revenue of $728 million, beating analyst estimates of $712.01 million, according to Benzinga Pro. The cloud-native cybersecurity company reported second-quarter adjusted earnings of 91 cents per share, beating analyst estimates of 84 cents per share.

When asked about Rocket Companies, Inc. (NYSE:RKT), he said, “I would much rather see you be in Wells.”

On Sept. 4, Rocket and the Bank of Montreal extended and expanded the existing Master Repurchase Agreement.

Price Action:

  • CMS Energy shares fell 0.1% to settle at $70.12 on Friday.
  • Ramaco Resources shares fell 1.6% to close at $30.42.
  • Accenture shares rose 0.1% to settle at $239.70 on Friday.
  • Okta shares fell 0.3% to $93.37 during the session.
  • Rocket Companies shares fell 3% to close at $20.51.

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Image: Shutterstock

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