Jim Cramer Advises Caution Regarding Intel's Surge, Claims IBM Provides Greater Value Than D-Wave
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 08 2025
0mins
Source: Benzinga
Jim Cramer's Stock Recommendations: Jim Cramer expressed a positive outlook on Elbit Systems Ltd. (ESLT) following its strong second-quarter results and a significant defense contract, while also advising caution on Intel Corporation (INTC) due to its recent stock surge.
Market Performance of Various Stocks: Cramer highlighted mixed results for Gray Media, a favorable rating for Energy Transfer LP (ET) from Scotiabank, and noted the rise in shares for Preformed Line Products and D-Wave Quantum, while Intel's shares experienced a slight decline.
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Analyst Views on ESLT
Wall Street analysts forecast ESLT stock price to fall
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 894.800
Low
531.00
Averages
553.67
High
580.00
Current: 894.800
Low
531.00
Averages
553.67
High
580.00
About ESLT
Elbit Systems Ltd. is an international technology company engaged in a range of programs across the world. The Company develops and supplies a portfolio of airborne, land and naval systems and products for defense, homeland security and commercial aviation applications. Its systems and products are installed on new platforms, and it also performs platform modernization programs. In addition, it provides a range of support services. The Company's activities include military aircraft and helicopter systems; helmet mounted systems; commercial aviation systems and aerostructures; unmanned aircraft and unmanned surface vessels; land vehicle systems; command, control, communications, computer and intelligence (C4I) systems; intelligence and cyber systems; electro-optic and countermeasures systems; electronic warfare and signal intelligence systems, and various commercial activities. It operates primarily in the defense and homeland security arenas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Elbit Systems Reports Significant Growth in FY 2025 Performance
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- Record Backlog: As of December 31, 2025, the backlog reached $28.1 billion, up $5.5 billion from 2024, with 72% of orders coming from international customers, indicating the company's competitiveness in the global market and sustainability of future revenues.
- Record Free Cash Flow: The company generated $553 million in free cash flow in 2025, a 73% increase from the previous year, providing strong support for future investments and shareholder returns, demonstrating improved financial health.
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Elbit Systems Files 2025 Annual Report with SEC
- Annual Report Filing: Elbit Systems filed its 2025 Annual Report with the SEC on March 17, 2026, highlighting the company's ongoing advancements in the global defense technology sector.
- Financial Performance: In 2025, Elbit Systems reported revenues of $7.939 billion, demonstrating strong performance in the defense market, while the order backlog reached $28.1 billion as of the report date, indicating significant future growth potential.
- Employee Scale: The company employs over 20,000 people across five continents, reflecting its extensive international presence and robust human resource support.
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Market Trends: Investors are increasingly turning to dividend stocks to avoid sell-offs, as many companies have been rewarding shareholders with increased dividends despite a challenging growth environment.
Company Performances: Key companies in the semiconductor and aerospace sectors, such as Amat, Applied Materials, and Wheaton Precious Metals, have reported strong performances and significant dividend increases, with some delivering over 100% returns in the past year.
Dividend Increases: Applied Materials announced a 15% increase in its quarterly dividend, while Wheaton Precious Metals and Elbit Systems also reported substantial dividend boosts, reflecting their strong financial positions and growth prospects.
Investment Recommendations: Analysts are recommending five specific stocks for investors to consider, highlighting their potential for growth and attractive dividend yields, despite the overall market's volatility and lower yields in some sectors.
See More
Oshkosh Defense Showcases Next-Gen Military Technologies
- Multi-Mission Autonomous Vehicle: Oshkosh Defense's Light Multi-Mission Autonomous Vehicle (L-MAV) features a modular design that supports rapid integration of various mission payloads, enhancing the U.S. Army's capabilities in counter-UAS and electronic warfare, which is expected to accelerate the deployment of multi-mission capabilities.
- SIGMA Mobile Cannon System: The SIGMA system, built on the Oshkosh Mobile Artillery Platform, offers a low-risk, mission-ready solution that supports rapid fires and survivability, aimed at meeting the Army's long-range munitions needs while enhancing production capabilities for international customers.
- Commercial Manufacturing Strength: Leveraging its robust commercial manufacturing capabilities and integration experience, Oshkosh Defense can deliver advanced capabilities quickly, ensuring soldiers receive the performance and reliability they deserve, further solidifying its leadership in the military vehicle market.
- Strategic Modernization Investment: Oshkosh Corporation's ongoing investments in modernization utilize enterprise-wide engineering depth and advanced manufacturing capabilities to support rapid integration and long-term fleet sustainment, ensuring the Army remains competitive in a rapidly changing battlefield environment.
See More
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Company Overview: Elbit Systems Ltd. is a defense electronics company that has recently made headlines.
Stock Price Increase: The stock price of Elbit Systems has risen significantly, increasing from $690 to $1,035.
See More
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- Market Potential: The global counter-UAS market is projected to reach $14 billion by 2030, growing at an annual rate of 26.5%, indicating a rapid increase in demand for drone technology in border monitoring and public safety across Latin America.
- Successful Tech Demonstration: VisionWave conducted technology briefings with government representatives in Latin America, showcasing its autonomous aerial technologies for disaster response and public safety applications, successfully garnering attention despite no contracts being signed yet.
- Acquisition Plans Advance: VisionWave's subsidiary SolarDrone is set to acquire a 51% controlling interest in Israeli Junko Solar Ltd., entering a solar O&M market projected to reach $60 billion by 2035, providing a stable revenue layer for the company.
- Financing and Partnerships: VisionWave closed $20 million in senior financing in February and signed MOUs with German and Israeli firms to explore non-explosive interception systems, further enhancing its competitiveness in the international market.
See More
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- Significant Revenue Growth: In FY 2025, Elbit Systems reported a 16% increase in revenue to $7.939 billion, with Q4 revenue rising 11% to $2.149 billion, reflecting strong demand in the defense sector and an increase in market share.
- Record Backlog: As of December 31, 2025, the backlog reached $28.1 billion, up $5.5 billion from 2024, with 72% of orders coming from international customers, indicating the company's competitiveness in the global market and sustainability of future revenues.
- Record Free Cash Flow: The company generated $553 million in free cash flow in 2025, a 73% increase from the previous year, providing strong support for future investments and shareholder returns, demonstrating improved financial health.
- Ongoing R&D Investment: Elbit increased capital expenditures to $225 million in 2025 and plans to raise it to $300 million in 2026 to expand production capacity and meet growing market demand, ensuring its future technological leadership.
See More
Elbit Systems Files 2025 Annual Report with SEC
- Annual Report Filing: Elbit Systems filed its 2025 Annual Report with the SEC on March 17, 2026, highlighting the company's ongoing advancements in the global defense technology sector.
- Financial Performance: In 2025, Elbit Systems reported revenues of $7.939 billion, demonstrating strong performance in the defense market, while the order backlog reached $28.1 billion as of the report date, indicating significant future growth potential.
- Employee Scale: The company employs over 20,000 people across five continents, reflecting its extensive international presence and robust human resource support.
- Information Accessibility: The 2025 Annual Report is available for viewing or download on the company's website, and hard copies will be provided free of charge upon request, enhancing communication and transparency with shareholders.
See More
