CNBC television host Jim Cramer has defended Apple Inc. (NASDAQ:AAPL) at the start of the year, as he did in 2025. He predicted that Apple would sign a deal with Google to use the Gemini AI assistant, a prediction that has since come true.
Cramer now expresses confidence that the technology company's software business is performing well. His views contrast with some analysts. Raymond James initiated coverage with a Market Perform rating as January began, commenting that Apple's stock appeared to reflect all valuation upside.
Bank of America maintained a $325 share price target and a Buy rating, outlining that the firm could benefit from strong services growth and iPhone demand. Cramer appears to agree with this assessment.
"Well, you know also Apple. And Apple came out, high end versus low end phone. People aren't going to buy Apple, why, because you don't talk about Apple. But Apple was an undercurrent. Apple's been left behind in any sort of rally since the year began. But Carl this company sees everything. Do the analysts really see everything?" Cramer said.
Apple Inc. is one of the stocks Jim Cramer discussed recently among 15 fresh stocks. It is also one of his favorite stocks.