Jim Cramer Approves of Rubrik (RBRK): “Get Hit with Ransomware? You Call Rubrik — That’s Why You Own It!”

Insider Monkey
18 Apr

We recently published a list of Jim Cramer’s List of 16 Stocks to Buy Right Now. In this article, we are going to take a look at where Rubrik, Inc. (NYSE:RBRK) stands against other stocks on Jim Cramer’s list to buy right now.

On Monday, April 14th, Jim Cramer opened the Mad Money episode with a striking observation on the dramatic change in market sentiment and what is going on in the markets right now, saying:

“If you told me this is where the market was headed two or three months ago, I would have thought you were insane, even crazier than I am. This radical transition over the past few weeks has just been frankly unfathomable. We’re now buying stocks we hated and we’re despising, and guess what we are now selling short the stocks that we used to worship. And it’s all happening on the fly. […] You can’t tell what’s underneath though but that makes it much easier for those real seekers who want to surf the Trump ‘stock wave’.”

READ ALSO: Jim Cramer Sounds the Alarm on China Rhetoric and Dollar Panic Then Analyzes 11 Key Stocks and Jim Cramer Hints at a Bigger Agenda Behind Tariffs and Breaks Down These 7 Stocks

Cramer noted that the market’s rotation under the Trump administration has been profound, pushing investors to abandon old favorites in favor of new, domestically focused winners:

“We have to think about how to profit from this new market if it means making some pretty sharp changes to your portfolio and believe me this is something I think about every day for the club. […] See something happened this weekend that crystallized things for me. The Wall Street Journal put together this incredible chart of the stocks that are winning so far under the reign of Trump. Oh my! The extraordinary lack of economic sensitivity, the amazing America first nature of the businesses, the pure service nature of so many of these companies, they couldn’t be less like what we liked under President Biden. Rip up the old playbook; there’s a new stock sheriff in town so here’s what I did: I looked at the winners so far this year from the chart and thought about which ones were good to go, and which ones maybe needed to be demoted for a better substitute because perhaps they moved too far.”

The Mad Money host then outlined the common traits of the strongest performers and offered viewers a curated group of stocks he believes are worth buying now, saying:

“Look I’ve got no illusions after going over these companies I see several things the winners have in common. They don’t have a lot of competition, they’re largely domestic, they don’t need a strong economy, you can’t tariff them out of existence, they have scale, and most have fat margins […] Take advantage of this list. We will have down days. Keep the list handy, I’ll refer to it many times. It’s the right place to be, even in a recession, which again is a possibility given how stuck much of the economy really is right now.”

Our Methodology

For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Rubrik, Inc. (NYSE:RBRK)

Number of Hedge Fund Holders: 41

Rubrik, Inc. (NYSE:RBRK) offers data security and backup solutions, specializing in helping organizations recover from cyberattacks and ransomware. In the context of rising identity theft, Cramer positioned Rubrik as a go-to solution after a breach and a compelling new addition to the cybersecurity portfolio. Here’s what he said:

“Identity theft, it’s rampant […]  After you’ve been hit, what do you do? Well, you call in Rubrik. I say you buy Rubrik after what I saw last week when we spoke to them. I think you must have one of these portfolios – one of these stocks in your portfolio – you must have a cyber security stock.”

In response to a caller’s question about Rubrik, Inc. (NYSE:RBRK) during a Mad Money episode from March, Cramer said:

“They’ve had two great quarters. What can I say? I watch them when they’re on air and man, they are doing, they’re doing very, very well. And you know, I do like cybersecurity.”

Overall, RBRK ranks 6th on our list of stocks on Jim Cramer’s list to buy right now. While we acknowledge the potential of RBRK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than RBRK but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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