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Quick Read
- Cramer endorsed Lyft at $15 and rejected First Solar despite 65% net income growth, calling its chart one of the worst he's seen.
- Cramer called for Fiserv to merge amid fintech overcrowding and told investors to wait for AST SpaceMobile to fall to $40 before buying.
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Jim Cramer's Lightning Round on CNBC's Mad Money delivered mixed verdicts on growth and speculative names, endorsing Lyft at current levels, calling for consolidation in fintech, and dismissing First Solar on technicals. He also saw value in shipping stocks such as ZIM.
Here are some of Jim Cramer's most recent takes:
First Solar Has One of the “Worst Charts” Cramer Has Ever Seen
Cramer's rejection of First Solar (NASDAQ:FSLR) was blunt. "Man, that thing has just been crushed. You're buying it at a very inexpensive price. But... I hate to default to being a technician. It has one of the worst charts I've ever seen," he said, adding that the company is profitable but faces a lawsuit.
The paradox is real. First Solar posted Q1 2026 EPS of $3.22, beating consensus of $2.98 by 8.02%, with revenue of $1.044 billion and net income up 65% year over year to $346.62 million. CEO Mark Widmar credited "differentiated technology, a domestic manufacturing footprint, and independence from Chinese crystalline silicon supply chains."
Yet the price action tells the darker story: shares are down 21.41% year to date and off 20.33% in the past month, closing recently at $206.54. Backlog slipped from a Q3 2025 peak of 53.7 GW to 47.9 GW, and the Section 45X tax credit phases out between 2030 and 2033.
Cramer Says Lyft Is a Buy Around $15
A caller asked Jim Cramer whether he thought Lyft (NASDAQ:LYFT) was a buy today, and Cramer sided with the caller: "I think David Risher's doing a good job. It's been trading back and forth and back and forth. The $15 is a good level to start. I agree with you." He also flagged that Lyft has generated over $1 billion in free cash flow.
Shares last traded at $15.43, in the strike zone Cramer identified. Q1 2026 delivered gross bookings of $4.95 billion, up 19% year over year, 28.3 million active riders, and adjusted EBITDA of $132.80 million, up 25%. CEO David Risher said, "Our customer-obsessed comeback continues... Lyft is performing while transforming." The company repurchased $300 million of stock in the quarter, on top of a $1 billion authorization. See the full Q1 release.
Cramer Predicts “Massive Consolidation” Across Fintech
On Fiserv (NYSE:FI), Cramer noted the stock is down 70% with new management in place, then pivoted to a sector call: "I think that they have to merge with someone... I'm calling for, like as I did this weekend in a piece I wrote for the club, massive consolidation in the fintech area. We have way too many companies in that area."
The stock trades near $51.68, down 68.82% over the past year. Q1 2026 adjusted EPS came in at $1.79, but organic revenue fell 4%. CEO Mike Lyons is executing the One Fiserv Action Plan targeting EPS above $12.00 by 2029.
AST SpaceMobile Could Fall Another 30% Before Cramer Would Buy
Cramer was direct on AST SpaceMobile (NASDAQ:ASTS): "Look, you gotta be worried. The company's losing a fortune... that kind of stock is now out of favor. I think at $40, you can wait till it gets to $40 before you have to pull the trigger. I am not kidding."
Shares last traded at $57.17, still above Cramer's wait level, though down 28.81% over the past month. Q1 2026 revenue of $14.7 million missed the $36.6 million estimate, and the GAAP loss was $191 million. Reddit's r/wallstreetbets reflects the pain, with one viral post titled "Down $240k in less than a month at 23 thanks to ASTS" drawing thousands of upvotes.
ZIM’s $35 Takeover Offer Creates a Different Kind of Value Play
Cramer acknowledged there was value in shipping stocks like ZIM. ZIM Integrated Shipping Services (NYSE:ZIM) trades at $24.36, up 65.71% over the past year. ZIM is being acquired by Hapag-Lloyd at $35.00 per share in cash, and the deal is expected to close in Q4 2026. Reddit sentiment is bullish, with one post titled "ZIM: 40% to 300% Gain Potential on Merger Arbitrage."
Key Takeaways
Jim Cramer views Lyft as a buy near $15 and believes fintech is ripe for industry consolidation. However, he warned that First Solar’s weak chart and AST SpaceMobile’s heavy losses could drive further downside, while pointing to ZIM as a potential value opportunity in shipping ahead of its pending acquisition.
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