Cramer's Stock Picks: Buy Rocket Lab, NXP Semiconductors, and Eli Lilly

Jim Cramer recommends buying Rocket Lab, Eli Lilly, and NXP Semiconductors, while advising against Conagra Brands and TSS, Inc. He sees Rocket Lab as a "hot stock" and Eli Lilly as a "coiled spring" with big studies coming down the pipe. NXP Semiconductors is a buy, according to Cramer.

In a recent episode of CNBC's "Mad Money," Jim Cramer, the host and financial expert, offered his insights on several stocks, highlighting his bullish stance on Rocket Lab, Eli Lilly, and NXP Semiconductors. Cramer's recommendations, based on the companies' recent performance and future prospects, provide valuable insights for investors.

Rocket Lab
Rocket Lab (NASDAQ:RKLB) has been a hot topic in the financial markets, with Cramer labeling it as one of the "hottest stocks in the universe." The company has seen impressive growth, with its stock delivering a 630% return over the past year. Rocket Lab's recent successful launches, including the deployment of four satellites for HawkEye 360, have further solidified its position in the space industry. Cantor Fitzgerald has reiterated its Overweight rating and $35.00 price target on the stock, while KeyBanc has raised its price target to $40, citing strong growth momentum. Despite trading at a premium to its Fair Value, Rocket Lab's market capitalization of $16.45 billion and healthy liquidity position suggest the company is well-positioned to support its ambitious growth plans [1].

Eli Lilly
Eli Lilly (NYSE:LLY) is another stock that caught Cramer's attention. The pharmaceutical giant has seen remarkable strength, with a 36% revenue growth in the last twelve months. Guggenheim has raised its price target on Eli Lilly to $942.00, highlighting the company's leadership in the obesity treatment market and anticipating quarterly sales to surpass consensus expectations. Eli Lilly's recent FDA approval for a new dosing schedule of its Alzheimer’s drug, Kisunla, and the acquisition of Verve Therapeutics for up to $1.3 billion, further underscore its active role in advancing its pharmaceutical portfolio and market presence [3].

NXP Semiconductors
NXP Semiconductors (NASDAQ:NXPI) is also on Cramer's buy list. The company has seen impressive earnings surprises and has an impressive earnings surprise history. Bernstein analyst Stacy Rasgon set a $200.00 price objective for NXP Semiconductors, while the stock currently trades at $213.08. NXP Semiconductors' recent earnings report highlighted its expansion in the AI and SDV markets, with key acquisitions and new product launches. However, the company faces challenges from broad-based revenue declines and macro headwinds, which may impact near-term growth visibility [4].

Conclusion
Jim Cramer's recommendations provide investors with a clear view of the current market sentiment and potential investment opportunities. Rocket Lab, Eli Lilly, and NXP Semiconductors have shown strong performance and growth potential, making them attractive choices for investors. However, it is essential to conduct thorough research and consider individual risk tolerance and investment goals before making any investment decisions.

References
[1] https://uk.investing.com/news/analyst-ratings/cantor-fitzgerald-reiterates-overweight-rating-on-rocket-lab-stock-93CH-4159121
[2] https://www.cnbc.com/2025/07/11/cramers-lightning-round-rocket-lab-is-a-buy.html
[3] https://ca.investing.com/news/analyst-ratings/guggenheim-raises-eli-lilly-stock-price-target-ahead-of-q2-results-93CH-4098615
[4] https://hk.finance.yahoo.com/quote/1NXPI.MI/news/