Origin Bancorp gets Cramer buy call in CNBC stock roundup

Origin Bancorp gets Cramer buy call in CNBC stock roundup
Cramer backs Origin Bancorp

Jim Cramer is highlighting Origin Bancorp as a buy during CNBC's latest "Mad Money" lightning round, where he gives rapid-fire views on stocks raised by callers. He also backs Alibaba selectively and stays positive on Palantir, while warning against gambling shares such as DraftKings and dismissing Netskope versus larger cybersecurity rivals.

Highlights

  • Cramer calls Origin Bancorp an inexpensive consolidation play in Louisiana banking, despite a modest yield, and issues a bullish buy call.
  • He maintains a negative stance on DraftKings due to intense competitive pressures, while assigning a bullish $200 valuation to Palantir after a strong quarter.
  • Cramer signals a preference for regional banks and select tech, advises adding to Energy Transfer if already owned, but favors established cybersecurity names over Netskope.

Cramer's latest stock calls

As reported by CNBC, Cramer says Origin Bancorp is an inexpensive Louisiana bank stock that benefits from ongoing consolidation in the state's banking market, even though he notes its yield is not especially strong.

He says he would possibly buy Alibaba as the only Chinese stock he is willing to consider, while adding that weak consumer conditions in China make it less attractive at the moment. On Trekor Metals, he describes the company as a speculative copper play and says copper demand still has support from data center buildouts that have not fully shifted to fiber.

Cramer takes a negative stance on DraftKings, saying competitive pressure is too intense and that he can no longer recommend gambling stocks. He is also bullish on Palantir, saying the stock is worth $200 and praising chief executive Alex Karp after what he calls an excellent quarter.

Sector signals for investors

His comments point to a preference for areas with either consolidation potential or clear earnings momentum, such as regional banks and selected technology names, while he remains cautious on sectors facing crowding and weaker visibility.

For Energy Transfer, Cramer says an existing holder should buy more, but adds that the stock is not risky enough for a younger investor seeking more growth. Instead, he points to large defensive names such as J&J and Procter & Gamble as alternatives. On Netskope, he says the company is just another cloud security platform and indicates preference for established cybersecurity players CrowdStrike and Palo Alto Networks.

In a previous article, we explained how the S&P 500 rally faces a key test from earnings expectations and higher rates.

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