Several financial analysts and investment platforms have highlighted top stock picks for 2026 based on growth potential, valuation, and sector trends.
In the technology and growth space, Rocket Lab (RKLB) is seen as a strong contender due to its upcoming Neutron rocket launch and expansion in the space industry, which is projected to grow from $630 billion in 2023 to $1.8 trillion by 2035. Similarly, SPS Commerce (SPSC) is considered a compelling opportunity in supply chain cloud services, with its stock now trading at a more attractive 23 times free cash flow after a 55% drop from its peak. Dutch Bros (BROS) is also highlighted for its rapid store expansion and strong same-store sales growth, with management aiming for 2,029 locations by 2029.
For established tech giants, Alphabet (GOOGL) and Amazon (AMZN) are top picks by J.P. Morgan, driven by their dominant positions in digital advertising and e-commerce, respectively, with strong revenue growth potential in 2026. NVIDIA (NVDA) is also frequently mentioned, with analysts noting its undervaluation at a 25 forward P/E despite 66% year-over-year earnings growth and upcoming GPU architecture launches. Broadcom (AVGO) is another standout, with a strong market position and a trillion-dollar valuation.
In the financial sector, CVS Health (CVS) is recommended by Evercore ISI and J.P. Morgan due to its low valuation (11 times forward earnings) compared to peers and potential upside from Medicare Advantage growth and healthcare delivery expansion. Delta Air Lines (DAL) is also a top pick from Evercore ISI, supported by strong travel demand, margin improvements, and a premium brand positioning.
Other notable mentions include MercadoLibre (MELI) for its dominant position in Latin American e-commerce and fintech, with significant growth potential as online penetration remains below U.S. levels. LVMH Moët Hennessy Louis Vuitton (LVMUY) is recommended as a luxury stock with strong brand power and a rare buying opportunity after a recent lull. Constellation Energy (CEG) is also highlighted as a top pick for 2026 due to its strong performance in 2025 and solid fundamentals.
In the healthcare and biotech space, Eli Lilly (LLY) and Novo Nordisk (NOVO B) are noted for their leadership in the obesity market, with Novo Nordisk trading at a discount to its fair value estimate despite strong competitive advantages. Amicus Therapeutics (FOLD) and Revolution Medicines (RVMD) are also included in J.P. Morgan’s list of top picks, reflecting optimism in the biopharma sector.
Additionally, stocks with high insider ownership and strong earnings growth are gaining attention, such as Bitdeer Technologies (BTDR) with 135.5% earnings growth and 33.4% insider ownership, and Prairie Operating (PROP) with 100% earnings growth and 32.2% insider ownership. SES AI (SES) and Niu Technologies (NIU) are also listed among the top growth stocks with high insider stakes and strong projected earnings growth.
These selections reflect a mix of high-growth technology, resilient consumer and financial services, and undervalued or turnaround candidates across multiple sectors.
What are the best guys going into next year?
I’m heavy on ai infrastructure: currently have CRWV+APLD. Should I switch to NBIS and/or IREN?
In the News
I thought this list was very interesting for 2026 by JPM. Only one of the MAG7 made the list, but AVGO is in the trillion dollar club. I own only 12 of these names with recent additions of SBUX and CRM, expecting big turnarounds next year. Price targets for some of them are a little odd, projecting only very small growth in 2026. For example XOM is already at $120 and the JPM's target is only $124. Really, does this made it a top stock pick? Regardless, this is a pretty diverse list with a bunch of energy and healthcare stocks (which is nice to see).
Anyway, would like to hear your thoughts on what you agree or disagree with. The start of a new year is always exciting and a good time for fresh ideas.
The top picks, all rated Overweight, with price targets:
Allstate (ALL) OW $260.00
Alphabet (GOOG) OW $385.00
Alphabet Inc. (GOOGL) OW $385.00
Amicus Therapeutics (FOLD) OW $19.00
Arista (ANET) OW $175.00
AT&T (T) OW $33.00
AutoZone, Inc. (AZO) OW $4,100.00
Avery Dennison (AVY) OW $195.00
Boeing Company (BA) OW $240.00
Boston Scientific Corporation (BSX) OW $135.00
Bright Horizons (BFAM) OW $160.00
Broadcom Inc (AVGO) OW $475.00
Canadian Pacific Kansas City (CP.TO) OW C$124.00
Carvana (CVNA) OW $490.00
Caterpillar Inc. (CAT) OW $730.00
CBRE Group, Inc (CBRE) OW $196.00
Celsius Holdings (CELH) OW $68.00
Charles Schwab (SCHW) OW $121.00
Citigroup Inc. (C) OW $124.00
Commercial Metals Company (CMC) OW $78.00
CRH Plc (CRH) OW $135.00
CVS Health (CVS) OW $101.00
Dana Inc (DAN) OW $28.00
Devon Energy (DVN) OW $44.00
Digital Realty Trust (DLR) OW $210.00
Disney (DIS) OW $138.00
DraftKings Inc. (DKNG) OW $42.00
Eli Lilly & Company (LLY) OW $1,150.00
Entergy Corp. (ETR) OW $108.00
Exxon Mobil Corp (XOM) OW $124.00
GE Vernova (GEV) OW $1,000.00
Globe Life Inc (GL) OW $180.00
Guidewire Software (GWRE) OW $300.00
KLA Corporation (KLAC) OW $1,485.00
LendingClub Corp (LC) OW $25.00
McCormick & Co., Inc. (MKC) OW $79.00
Mohawk Industries (MHK) OW $152.00
Palo Alto Networks (PANW) OW $235.00
PPG Industries (PPG) OW $117.00
Ralph Lauren Corporation (RL) OW $430.00
Revolution Medicines (RVMD) OW $92.00
Roku (ROKU) OW $125.00
Salesforce Inc (CRM) OW $365.00
SLB (SLB) OW $43.00
Starbucks (SBUX) OW $95.00
Synopsys Inc (SNPS) OW $650.00
The Williams Companies, Inc. (WMB) OW $73.00
Thermo Fisher Scientific (TMO) OW $675.00
TPG RE Finance Trust (TRTX) OW $10.50
TransUnion (TRU) OW $107.00
United Airlines Holdings Inc (UAL) OW $156.00
Valley National Bancorp (VLY) OW $14.50
Valmont Industries (VMI) OW $480.00
Vertiv (VRT) OW $230.00
Viking Holdings (VIK) OW $74.00
Visa Inc. (V) OW $430.00
Xenon Pharmaceuticals (XENE) OW $60.00
Videos
I’ll be honest, my portfolio blew up over the last couple years mostly due to poor trading decisions and trying to time the market. I’ve stepped away from day trading and options for now, and I’m working on building a more stable, long-term portfolio from scratch.
This time I’m focusing on growth stocks that have a shot at outperforming the S&P or broader ETFs. So far, I’m looking at names like PAAS, SOFI, GOOGL, AMZN, and RIVN. I’m also considering something like XEQT as a diversified base layer to balance out the risk.