On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he likes Ross Stores, Inc. (NASDAQ:ROST).

On the earnings front, Ross Stores, on May 21, reported better-than-expected first-quarter financial results and raised its FY26 GAAP EPS guidance above estimates.

Ross Stores reported quarterly earnings of $2.02 per share which beat the analyst consensus estimate of $1.68 per share. The company reported quarterly sales of $6.010 billion which beat the analyst consensus estimate of $5.567 billion.

Cramer said Hims & Hers Health, Inc. (NYSE:HIMS) is a “controversial” stock and he prefers to just own Eli Lilly and Company (NYSE:LLY).

According to recent news, a Food and Drug Administration advisory panel voted on July 23 to place the BPC-157 peptide on an allowed pharmacy compounding list.

Arista Networks, Inc. (NYSE:ANET) is “terrific,” Cramer said. “I really like Arista, and Arista is not dependent entirely on the data center. It’s got a lot of things going for it.”

Lending support to his choice, Needham analyst Ryan Koontz maintained Arista at a Buy rating on July 22 and raised the price target from $185 to $200.

Price Action:

• Hims & Hers Health shares fell 3% to settle at $29.32 on Tuesday.
• Arista shares slipped 0.6% to close at $169.71 during the session.
• Ross Stores shares gained 3.2% to settle at $251.03 on Tuesday.

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Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.