12 Jim Cramer Stock Picks this Week

Market Environment - The current market environment is challenging for investors, characterized by falling bond yields and mixed economic data, with the benchmark 10-year U.S. Treasury yield declining to 4.019% and the 30-year yield reaching 4.651% [2] - There is a 95% probability of a quarter-point reduction in interest rates at the Federal Reserve's upcoming meeting on September 16-17, indicating market anticipation for a potential interest rate cut [2] Economic Indicators - The Consumer Price Index in August increased by 0.4%, which is double the growth compared to the previous month, while annual inflation remains at 2.9% [3] - Weekly jobless claims reached 263,000, the highest level since October 2021, raising concerns about the labor market [3] - Analysts suggest these indicators support at least a 25-basis-point cut, with a possibility of a 50-point move [3] Jim Cramer's Stock Picks - The article presents 12 stock picks from Jim Cramer, host of CNBC's Mad Money, aimed at helping investors make informed decisions under current macroeconomic conditions [4] - The selection criteria for the stocks include recent mentions by Jim Cramer and the number of hedge funds holding these stocks as of Q2 2025 [6] Phillips 66 (NYSE:PSX) - Phillips 66 is included in the stock picks, with 47 hedge funds holding stakes in the company, indicating strong institutional interest [8][11] - The company reported a record-high refining utilization rate of 98% and an adjusted EBITDA of approximately $1 billion in its Midstream segment, moving towards a $4.5 billion annual EBITDA target by 2027 [9] - Phillips 66 is looking to purchase liquefied natural gas from the U.S. through long-term contracts, with Piper Sandler raising the stock's price target from $144 to $154 [10] Casey's General Stores, Inc. (NASDAQ:CASY) - Casey's General Stores also has 47 hedge funds invested, reflecting strong confidence in its growth prospects [13][15] - The company reported Q1 2026 revenue of $4.57 billion, exceeding analyst expectations of $4.47 billion, with EPS beating consensus estimates by 15% [14] - Following a strong quarter, analysts raised the price target from $560 to $580, with Jim Cramer calling it his 'absolute favorite under-the-radar growth stock' [15] EMCOR Group, Inc. (NYSE:EME) - EMCOR Group has 51 hedge funds holding its stock, and its price target has been significantly raised after reporting Q2 2025 revenue of $4.30 billion, a 17.4% year-over-year increase [17][18] - The company revised its revenue guidance for 2025 upwards, indicating a strong outlook supported by high remaining performance obligations [19] - Analysts have raised the price target for EMCOR Group, with DA Davidson increasing it from $515 to $725, suggesting potential growth ahead [19]