On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he is not sure that there’s a lot of upside in AtaiBeckley Inc. (NASDAQ:ATAI).

“When I do a spec, I want max upside and I’m not sure that will give you that kind of thing,” he added.

Deutsche Bank analyst David Hoang downgraded AtaiBeckley from Buy to Hold on Aug. 12 and cut the price target from $12 to $8.

MP Materials

“Look, we know we need those critical materials. That’s the single best, most investable play in the situation. But I don’t expect anything to happen very soon, and that’s the problem,” Cramer said when asked about MP Materials Corp. (NYSE:MPX).

On Aug. 7, MP Materials posted second-quarter revenue that surpassed analyst expectations. The company reported $108.49 million in second-quarter revenue, surpassing the $99.18 million consensus by 9.4% and nearly doubling the $57.39 million reported in the comparable period a year earlier.

Howmet Aerospace

Cramer recommends holding on to Howmet Aerospace Inc. (NYSE:HWM) or buying some. “It’s being viewed as the best way to play aerospace because all the others are so fraught with difficulty,” he added.

Bernstein analyst Douglas Harned, on Aug. 24, maintained Howmet Aerospace with an Outperform rating and raised the price target from $318 to $328.

AeroVironment

Cramer said even though AeroVironment, Inc. (NASDAQ:AVAV) is down 40%, the “competition in their particular niche of defense work is so strong that I just have to say not yet.”

AeroVironment will report its financial results for the first quarter fiscal year 2027, after the closing bell on Wednesday, Sept. 9. Analysts expect the company to report quarterly earnings at 30 cents per share on revenue of $459.9 million.

Rocket Companies

When asked about Rocket Companies, Inc. (NYSE:RKT), he said, “My problem is that every time I’ve tried to imagine that, I’ve been wrong, and so I am not going to do that on this show. It’s been a mistake, and I’m not going to double down.”

On Aug. 7, Rocket Companies reported worse-than-expected second-quarter financial results.

Price Action

  • AeroVironment shares gained 0.9% to settle at $145.39 on Wednesday.
  • Rocket Companies shares rose 4.1% to close at $13.56 during the session.
  • MP Materials gained 1.8% to settle at $54.70 on Wednesday.
  • Howmet Aerospace shares fell 0.8% to close at $252.96.
  • AtaiBeckley shares gained 0.1%, settling at $7.35.

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