Quick Read
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Cramer’s AKAM call holds at a 14x forward P/E with a $153 analyst target, while his BLDR pass fits after shares cratered 58% on weak earnings.
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Applied Digital’s $36 billion in take-or-pay contracts with investment-grade hyperscalers makes Cramer’s cash-flow screen the wrong filter for a data-center buildout story.
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On the September 9 Mad Money lightning round, Jim Cramer endorsed one AI-adjacent name, brushed off a housing supplier, and dismissed a data-center buildout story on principle. His words: “Akamai, the cybersecurity company I think is terrific” and, on Builders FirstSource, “No, thank you.” On Applied Digital, he said, “I’ve got, you know, I’m really focused on companies that are making money.”
Across three tickers in three sectors, the common screening philosophy is cash generation first, and the useful exercise is to run each call against the live financials to see which ones hold up under that lens.
Akamai: The “Terrific” Call Is Mostly Earned
Cramer called Akamai (NASDAQ:AKAM) a cybersecurity company, which is a loose characterization given that Akamai began as a content delivery network and is rebuilding around security and cloud infrastructure, a different mix than Cloudflare’s edge-native platform.
The pivot is showing up in the numbers. Q2 2026 Cloud Infrastructure Services revenue was $99 million, up 39% year-over-year, and security revenue was $604 million, up 10%. Delivery continued to fade, down 6%.
Moreover, CEO Tom Leighton said multi-year CIS commitments signed so far this year total more than $2.8 billion, and that overall revenue growth should accelerate into the low teens in 2027. GPU capacity is completely sold out. See the Q1 2026 8-K for the frontier-AI contract framing.
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Shares closed at $107.13, up 39.58% over one year. With a forward P/E near 14x and an analyst target of $153.31, the call is earned.
