Four stocks in the portfolio were quiet winners in the fourth quarter. These aren’t fancy names that grab all the headlines. Here’s what they need to do to keep the momentum going in the new year. Mt. BMY 2025-09-30 Bristol-Myers Since its September 30th close, Bristol-Myers Squibb stock has risen nearly 21% in the fourth quarter. Success in the new year will depend on clinical trial results for Cobenfi, a schizophrenia drug that is central to Bristol-Myers’ investment thesis. Cobenfi is approved for schizophrenia in adults, but trials earlier this year for its use as an add-on treatment fell short. The company overcame this adversity and rewarded patient investors like us with a beat-and-raise quarter at the end of October. Since then, the stock price has been on an upward trend. The next big catalyst for stock prices in 2026 will be data from clinical trials of Cobenfi, a drug aimed at treating Alzheimer’s-type psychosis. One Phase 3 study update is expected this year, and results from two additional Phase 3 studies are expected to be announced in 2026. We have a Hold rating of 2 and a $50 per share price target on Bristol-Myers. CSCO Mountain 2025-09-30 Cisco Systems since September 30th close Cisco Systems stock is up 14% in the quarter and will need to continue beating expectations and raise guidance to remain strong. In the first quarter of fiscal 2026, the company reported $1.3 billion in AI infrastructure orders from hyperscaler customers, with all eyes on future order growth. In its latest earnings call, CEO Charles Robbins said Cisco expects to have “approximately $3 billion in AI infrastructure revenue from hyperscalers in fiscal year 2026.” We also expect to drive specific orders related to the refresh cycle of enterprise networks, which are an integral part of Cisco’s core business. One of the big changes for Cisco last quarter was that its security division fell short of expectations. The sector definitely needs to generate momentum after a soft quarter. Cisco has a rating of 2 and a price target of $85. DOV Mountain 2025-09-30 Dover closing prices since September 30 Accelerated growth will be key for Dover heading into 2026. Dover’s stock has risen about 8% since the company announced better-than-expected results in late October, and is up more than 19% quarter-to-date. Dover operates a number of businesses, including can manufacturing and digital printing. But vehicle repair and grocery store refrigeration businesses have slowed the conglomerate’s growth this year. Analysts at Mizuho said headwinds for these sectors “are weakening and could turn into tailwinds.” Dover is also involved in building an AI data center with thermal connectors and heat exchangers to cool server racks and components used in natural gas turbines, such as those built by club name GE Vernova. Dover has a Buy rating of 1 and a $210 price target. DD Mountain 2025-09-30 DuPont Ends September 30th DuPont is another company that needs to raise its guidance to beat expectations and post quarter-to-date earnings of about 27%. The stock has been viewed as particularly attractive since it spun off its electronics business, Qnity Electronics. Jim Cramer said at the monthly meeting in December that the lesson here is “don’t give up on a company that is dissolving.” DuPont, which specializes in health care, water, and diverse industries, formally announced plans to conduct a $2 billion stock buyback, with an accelerated $500 million buyback that began last month. Also, keep an eye out for potential mergers and acquisitions, especially in the healthcare and water sectors. DuPont has a rating of “2” and a price target of $44. (Jim Cramer’s Charitable Trusts are Long BMY, CSC, DD, DOV, Q. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
