Top Picks for 2026: Stocks Analysts Expect to Deliver Strong Investor Gains
Imagine picking a team for a relay race—you want runners who are fast now, but also those who can keep up the pace next year. That’s a lot like investing: you want stocks that can win today and keep going strong tomorrow. So, let’s talk about some companies experts think could run well in 2026, and why it matters for your money.
Why Investors Should Care
Even though the stock market ended 2025 on a down note, the S&P 500 still grew a healthy 16.4% for the year. That’s like getting a B+ on your report card after a tough final test. As you think about your own investments, knowing which stocks could do well next year helps you build a stronger portfolio, spread out risk, and maybe even beat the market.
Bullish Picks: Stocks Experts Like
- Apple: Experts say Apple could shine in 2026, especially if it makes big moves in artificial intelligence (AI). They also expect iPhone sales in China to rebound. Apple’s stock rose 8.5% in 2025.
- Citigroup: Even after a big jump of about 66% in 2025, Citigroup is still cheaper than other big banks. If profits keep rising, it could be a bargain for investors.
- EQT: This natural gas company is in a good spot to help power the boom in AI data centers, especially in places like Virginia. EQT is up 16% for the year.
- Adobe: Even though Adobe had a rough 2025 (down 21%), it finished the year with a strong December. The company beat earnings expectations, and some experts think it’s ready to bounce back.
- Taiwan Semiconductor Manufacturing Company (TSMC): TSMC makes chips for all the tech giants, from Nvidia to Amazon. Its cash flow is growing, and it doesn’t worry much about competition. The stock jumped nearly 54% in 2025.
Bears’ Concerns: The Other Side
- Apple: Some investors are still waiting to see real proof that Apple can compete in AI. If it falls behind, the stock could stumble.
- Citigroup: Citi’s profits are lower than other banks, and if the economy slows or interest rates drop, it could weigh on the stock.
- EQT: Natural gas prices can swing wildly. If demand drops or new rules hit the industry, EQT could struggle.
- Adobe: Competition in creative software is heating up, and if Adobe can’t keep innovating, it may have a hard time regaining its old highs.
- TSMC: Global tensions (like issues between China and Taiwan) could create risks, even for a strong company like TSMC.
Extra Data: What History Tells Us
Looking at the S&P 500’s past, three straight years of double-digit growth is rare but not unheard of. According to S&P Global, the market has had runs like this before, but they’re usually followed by slower years or even pullbacks. That’s why it’s smart to stay balanced and not chase just the hottest stocks.
Investor Takeaway
- Review your portfolio and see if you’re spread out across sectors like tech, finance, and energy, not just one area.
- Think about adding companies with strong cash flow and a clear plan for the future, like TSMC or Apple (if you believe in their AI story).
- Don’t forget about value stocks like Citigroup, which might be overlooked but have room to grow.
- Stay aware of bigger risks—like global politics or swings in energy prices—that could shake up even the best companies.
- Remember: past performance is helpful, but not a guarantee. Keep learning and stay flexible as the market changes.
For the full original report, see CNBC
