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?
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
What is the outlook for earnings growth outside the Magnificent Seven in 2026?
How might Fed policy influence the 2026 bull market's sustainability?
How should investors approach stock selection amid elevated valuations and AI concentration?
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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.