A tech analyst listed his favorite internet stocks for 2026. Here's what he picked

Top Analyst Names Internet Stocks to Watch for 2026, Highlighting Key Growth Opportunities for Investors

Picking stocks is a lot like packing for a long road trip—you want to be sure you choose the right gear for the journey ahead. That’s why knowing which companies experts are betting on can help investors make smarter choices for their portfolios.

Why This Matters for Investors

When experts like Mark Mahaney from Evercore ISI share their favorite stocks, it gives investors clues about where the market might go next. These picks can affect not just the companies themselves, but also the sectors they’re in and even the whole stock market.

Bull Case: Reasons to Be Excited

  • Amazon: Mahaney says Amazon is his top big company pick because its cloud business, Amazon Web Services (AWS), is getting a boost from artificial intelligence (AI). He thinks Amazon’s cash flow will grow a lot in the next two years.
  • Wall Street Optimism: Most analysts think Amazon’s stock could climb over 25% from where it is now, according to LSEG.
  • Expedia: For travel, Expedia is favored because it’s making positive changes under new leadership and its stock price is still lower than its competitors.
  • Zillow: After falling about 25% since September, Zillow looks like a bargain to some experts. Many analysts believe it could bounce back more than 25%.
  • Historical Context: Over the last 10 years, tech stocks in the S&P 500 have delivered an average annual return of 20%, much higher than the overall market’s 12% average (Statista).

Bear Case: Reasons to Be Careful

  • Amazon’s Slow Start: Even though Amazon’s stock has gone up nearly 6% this year, it’s way behind the Nasdaq, which has jumped over 21%. That means it hasn’t been the best performer lately.
  • Expedia Risks: Despite a big 54% gain this year, some analysts think Expedia’s stock could drop by more than 5% from here.
  • Zillow’s Challenges: Zillow’s 5% drop this year and a 25% slide since September show it’s been a tough ride for investors. Real estate stocks can also be sensitive to interest rates and the housing market.
  • Market Volatility: Tech and internet stocks are often more volatile than the broader market. If the economy slows down or interest rates rise, these stocks could face headwinds.
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What Does This Mean for Sectors?

Amazon’s performance can influence the whole tech sector, especially companies tied to cloud computing and AI. Expedia’s ups and downs affect travel and leisure stocks, while Zillow is a bellwether for real estate and online platforms. When these leaders do well, it can lift related stocks, but if they struggle, others may follow.

Investor Takeaway

  • Keep an eye on big names like Amazon, Expedia, and Zillow. Their moves can signal trends for whole sectors.
  • Remember that even expert picks come with risks—don’t put all your eggs in one basket.
  • Check analyst ratings and price targets, but also look at company performance and news.
  • Consider the bigger picture: Tech and travel have grown fast, but they can also fall quickly when trends change.
  • Stay diversified and review your portfolio regularly to stay ready for whatever the market brings.

For the full original report, see CNBC

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