Jim Cramer on Palantir Stock and Aerospace as a 2026 Theme

Palantir: A Deep Dive

• 💡 Despite skepticism due to its high P/E ratio (244 times earnings), Palantir is highlighted for its strong growth and profitability, as evidenced by a $223 price target and the 'rule of 80'.
• 🎯 The Truist piece is recommended for those seeking to understand Palantir's stock performance and trajectory.
• 👏 Cramer expresses belief in Palantir's leadership team, including Alex Karp and others, citing positive feedback from clients who report radical improvements in their companies.

Aerospace: A Growth Theme

• 🚀 Aerospace is identified as a significant theme for the future, specifically looking towards 2026, driven by immense demand.
• 🛠️ The company AAR is discussed for its role in leasing commercial jets and repairing engines, demonstrating a strong grasp of the market.
• ✈️ Boeing is also mentioned in the context of the aerospace theme, with a focus on Kelly Orber's efforts to revitalize the company.