--- title: "Cramer Flags AI Winners, Warns STMicro Is 'Late Late Late' At 51x Earnings" type: "News" locale: "en" url: "https://longbridge.com/en/news/286911664.md" description: "Jim Cramer recommends buying Devon Energy for its natural gas potential and maintains an Overweight rating with a price target increase. He expresses caution on STMicroelectronics, deeming it too expensive at 51x earnings, despite its good company status. Cramer also highlights USA Compression Partners and Solv Energy as solid picks, while Taiwan Semiconductor is expected to rise but not skyrocket. Recent stock performances show mixed results across these companies." datetime: "2026-05-19T12:20:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286911664.md) - [en](https://longbridge.com/en/news/286911664.md) - [zh-HK](https://longbridge.com/zh-HK/news/286911664.md) --- # Cramer Flags AI Winners, Warns STMicro Is 'Late Late Late' At 51x Earnings On CNBC's “Mad Money Lightning Round,” **Jim Cramer** recommended buying **Devon Energy** (NYSE:DVN) as “they have tremendous natural gas, and that's what we're great at.” Lending support to his choice, Wells Fargo analyst Hanwen Chang, on Monday, maintained Devon Energy with an Overweight rating and raised the price target from $66 to $68. Cramer said **USA Compression Partners** (NYSE:USAC) hit a 52-week high on Monday, but “I think that's just another nice one to have, and it won't go down as much as the others because it's got that good yield.” On the earnings front, USA Compression Partners, on May 5, posted mixed results for the first quarter. **Taiwan Semiconductor Manufacturing Co**. (NYSE:TSM) might “not necessarily skyrocket,” but it's going to go higher. As per the recent news, Taiwan Semiconductor Manufacturing is accelerating investments in advanced chips, packaging, and AI infrastructure as company executives position the foundry giant to capture long-term growth from the expanding artificial intelligence market. When asked about **STMicroelectronics** (NYSE:STM), he said, “We're late, we're late, we're late **—** 51 times earnings does not make it for me, even if it's a good company.” In other words, STMicroelectronics may be a good company, but Cramer thinks the stock has become too expensive after its recent run-up. STMicroelectronics reported mixed first-quarter results on April 23 and issued second-quarter sales guidance above estimates. **Solv Energy** (NASDAQ:MWH) is a “great niche” company, Cramer said. Supporting his view, SOLV Energy reported better-than-expected first-quarter sales on May 12. ## **Price Action** - USA Compression Partners shares gained 1.8% to settle at $30.19 on Monday. - Taiwan Semiconductor shares declined 2.1% to close at $395.95. - Devon Energy shares gained 0.4% to settle at $49.68 during the session. - STMicroelectronics shares declined 0.7% to settle at $60.96 on Monday. - Solv Energy shares fell 7% to close at $40.42. **Read Also: Stock Market Today: S&P 500, Nasdaq 100 Futures Slip As Inflation Fears Grip Wall Street—XP, Atmos Energy, GE Aerospace In Focus** _Photo via Shutterstock_ ### Related Stocks - [DVN.US](https://longbridge.com/en/quote/DVN.US.md) - [UNG.US](https://longbridge.com/en/quote/UNG.US.md) - [OIH.US](https://longbridge.com/en/quote/OIH.US.md) - [IXC.US](https://longbridge.com/en/quote/IXC.US.md) - [XES.US](https://longbridge.com/en/quote/XES.US.md) - [EMLP.US](https://longbridge.com/en/quote/EMLP.US.md) - [XOP.US](https://longbridge.com/en/quote/XOP.US.md) - [XLE.US](https://longbridge.com/en/quote/XLE.US.md) - [IEO.US](https://longbridge.com/en/quote/IEO.US.md) - [IEZ.US](https://longbridge.com/en/quote/IEZ.US.md) - [TPYP.US](https://longbridge.com/en/quote/TPYP.US.md) - [WFC.US](https://longbridge.com/en/quote/WFC.US.md) - [USAC.US](https://longbridge.com/en/quote/USAC.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [STM.US](https://longbridge.com/en/quote/STM.US.md) - [MWH.US](https://longbridge.com/en/quote/MWH.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [XP.US](https://longbridge.com/en/quote/XP.US.md) - [ATO.US](https://longbridge.com/en/quote/ATO.US.md) - [GE.US](https://longbridge.com/en/quote/GE.US.md) - [WFC-D.US](https://longbridge.com/en/quote/WFC-D.US.md) - [WFC-L.US](https://longbridge.com/en/quote/WFC-L.US.md) - [WFC-Y.US](https://longbridge.com/en/quote/WFC-Y.US.md) - [WFC-C.US](https://longbridge.com/en/quote/WFC-C.US.md) - [WFC-Z.US](https://longbridge.com/en/quote/WFC-Z.US.md) - [WFC-A.US](https://longbridge.com/en/quote/WFC-A.US.md) - [STMEF.US](https://longbridge.com/en/quote/STMEF.US.md) ## Related News & Research - [Cramer backs Devon Energy, urges caution on pricey tech stocks](https://longbridge.com/en/news/286931527.md) - [92,919 Shares in Devon Energy Corporation $DVN Bought by iA Global Asset Management Inc.](https://longbridge.com/en/news/286747228.md) - [ARS Investment Partners LLC Sells 50,355 Shares of Devon Energy Corporation $DVN](https://longbridge.com/en/news/286664855.md) - [Devon Energy Could Gain From Merger Update in June, Asset Review, Buybacks, RBC Says](https://longbridge.com/en/news/286795659.md) - [BUZZ-Fervo Energy surges 37% in electric New York debut](https://longbridge.com/en/news/286296665.md)