Jim Cramer: Twilio Is Properly Valued — Lightning Round on Select Stocks


Cramer sizes up AppLovin, MFA Financial, Vale, Kratos, J&J, Twilio and Cintas in a quick ‘Mad Money’ lightning round.

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What stands out

Jim Cramer made a clear price call in a rapid-fire segment, telling viewers Twilio is “valued correctly,” which is notable because lightning rounds usually give quick, hedged takes rather than definitive valuation judgments. He also swept through names from consumer staples to industrial services, offering pithy buy/hold/sell instincts that reveal where he sees immediate risk or opportunity. The clip stands out because a high-profile TV host chose valuation as the decisive factor for a growth software name, not short-term momentum or headlines.

Bullish Gator Snapshot

Current ratings and signals

Cintas (CTAS) Bullish

CTAS rates Bullish overall. The fundamental read is bullish: the company passes 8 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 13.66); revenue is growing about 8.5% per year; net income is growing about 14.1% per year. The technical picture is bullish: price is 18.6% above the 200-day moving average; 10.6% above the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bullish (composite 75/100), based on 5 news articles and 1 qualified video from recent coverage.

Johnson & Johnson (JNJ) Bullish

JNJ rates Bullish overall. The fundamental read is neutral: the company passes 3 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 5.46); revenue is declining about 0.0% per year; net income is growing about 42.2% per year. The technical picture is bullish: price is 8.2% above the 200-day moving average; 0.5% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bullish (composite 74/100), based on 8 news articles and 2 qualified videos from recent coverage.