Jim Cramer’s 2025 Growth Stock Recommendations: Non-Tech Sectors and Key Stocks (PG, LIN)

This analysis is based on Jim Cramer’s December 16, 2025, Mad Money segment, where he discussed growth stock opportunities amid shifting market sentiment [1][2][3]. Cramer highlighted Procter & Gamble (PG) as a top portfolio pick, citing its 40 consecutive quarters of organic sales growth, 2.9% dividend yield, and $5 billion in planned fiscal 2026 share repurchases [1]. He recommended Linde (LIN), an industrial gas giant, noting its strong performance in semiconductor manufacturing and CEO Sanjiv Lamba’s recent $1 million stock purchase [2]. Additionally, Cramer emphasized non-tech sectors (aerospace, retail, fintech) as the “salvation of this market” amid cooling AI hype and rotating investor sentiment [3].

On December 16, LIN closed 1.19% higher at $423.51 with 3.95 million shares traded [0]. While Cramer’s segment aired after market close (5:43 PM EST), the day’s gains likely reflected pre-segment positive sentiment from Linde’s CEO appearance on Mad Money [2]. PG closed 0.61% lower at $145.21 with 9.97 million shares traded [0], a decline possibly tied to broader weakness in the Consumer Defensive sector (-0.07% on the day) [0]. Sector trends showed Basic Materials (LIN’s sector) up 1.10%, Industrials up 0.24%, Consumer Cyclical (retail) up 0.96%, and Financial Services (fintech) up 0.14% [0].

1. Shift to Non-Tech Growth
   : Cramer’s focus on non-tech sectors signals a potential market rotation away from AI-related stocks, which have seen cooling hype [3]. This aligns with December 16 sector performance, where non-tech sectors outperformed PG’s Consumer Defensive sector [0].
2. PG’s AI Efficiency Edge
   : Cramer favored PG for leveraging AI to reduce R&D costs, positioning it as a more cost-effective AI play compared to hyperscalers [4]. PG’s 32.13% ROE and 19.74% net profit margin support its efficiency claims [0].
3. LIN’s Semiconductor Demand Driver
   : LIN’s strength is linked to semiconductor manufacturing demand, a key growth area despite broader tech volatility [2]. With 85.7% of analysts rating LIN a Buy and an 18.1% upside to its $500 consensus target, the stock has strong institutional support [0].
4. Incomplete Sector Details
   : Cramer did not explicitly name individual aerospace, retail, or fintech stocks, limiting granular analysis. The “Qnity” ticker mentioned in initial reports could not be verified (likely a typo) [0].

• Stock Upside Potential
  : PG has a 20.5% upside to its $175 consensus target (56.0% Buy ratings) [0]. LIN has an 18.1% upside to $500 (85.7% Buy ratings) [0].
• Non-Tech Sector Growth
  : Cramer’s focus on aerospace, retail, and fintech presents alternatives to tech stocks amid cooling AI hype [3].
  
  Risks
  :
• PG Liquidity Concerns
  : PG’s 12.51% YTD decline and low current (0.71) and quick (0.51) ratios indicate potential liquidity issues [0].
• LIN Valuation and Volatility
  : LIN’s 27.99x P/E ratio is above the industry average, with exposure to semiconductor cycle volatility [0].
• Sector Rotation Reversal
  : Market sentiment toward non-tech stocks could reverse if AI hype reignites [3].
• Post-Segment Impact Uncertainty
  : The segment’s full impact may not appear until December 17 trading [0].

• Event
  : Jim Cramer’s December 16, 2025, Mad Money segment on growth stock opportunities [1][2][3].
• Key Stocks
  : PG (top portfolio pick) and LIN (buy recommendation) [1][2].
• Sector Focus
  : Non-tech sectors (aerospace, retail, fintech) amid cooling AI hype [3].
• Financial Metrics
  : PG’s 40 quarters organic growth, 2.9% dividend, $5B buyback; LIN’s semiconductor exposure, 85.7% Buy rating [0][1][2].
• Price Targets
  : PG $175 (20.5% upside), LIN $500 (18.1% upside) [0].
• Risk Factors
  : PG liquidity, LIN high P/E, sector rotation reversal, unconfirmed non-tech stocks [0][3].