Every January investors look for the next big opportunity to make money. Today, everyone is looking for the next Rolls Royce or Silver of 2026. They are helped by a multitude of articles and YouTube videos offering the best tips and the hidden winners that experts are quietly buying. We took some of the effort out and summarized the top investments for 2026 instead.
In 2025 there have been a lot of stocks that have succeeded. TradingView data shows that Palantir grew by more than 147% in 2025. Semiconductor firm Micron Technology did even better with over 235% growth in 2025. Google’s Alphabet grew by more than 64%, while AMD is up over 75%. Wouldn’t it have been good to know about that a year ago?
Whilst we are not able to offer ‘financial advice’ at DisruptionBanking, we can still show you what others are saying. Anybody offering guaranteed returns is probably offering something that is ‘too good to be true’.
Today we look at some of the top investment tips for 2026. We look at Yahoo Finance, Motley Fool, and a host of other sites to see what they are saying. More importantly, we believe that the best thing to do for any investor is to use an index-based ETF to invest, rather than speculate. If you have a higher risk appetite, though, here is something to think about.
The Top Stock Picks for 2026
To collate the list below, we have leaned on insights from Yahoo Finance, Motley Fool, Joseph Hogue CFA, Alexander Morris of F/m Investments LLC, and others. This is not to be treated as investment advice. The content below is educational in nature.
If you want a wider range of choices, then Bloomberg can help. A few weeks ago, analysts at Bloomberg Intelligence submitted a list of 50 stocks they believe are worth watching. Seeking Alpha has also submitted some of its favorite investment picks for 2026. These lists include less popular choices. We highly recommend that you diversify your portfolio as much as possible instead of allocating your funds to a small number of stocks. Considering some of the recommendations from Bloomberg or Seeking Alpha can help with this.
Our list of stock picks for 2026 includes the following companies:
Amazon (AMZN) – AI & Cloud Growth Rebound
- Why it’s intriguing: AWS reaccelerating (20%+ growth), advertising booming, AI investments (custom chips, data centers) driving margins.
- Outlook: Strong Buy consensus; targets ~$297-353 (25-50% upside from current ~$232). EPS growth accelerating.
- Fit for 2026: Pure AI/cloud/e-commerce play with resilient consumer spend. Risk: Heavy capex pressure on short-term margins.
See Also: Amazon’s Dow Jones Rise: Innovating Markets, Facing Scrutiny | Disruption Banking
Walmart (WMT) – Defensive Retail Powerhouse
- Why it’s intriguing: Gaining market share from budget shoppers, e-commerce surge, high-margin ads/membership expansion.
- Outlook: Buy rating; targets ~$119-132 (5-20% upside from current ~$111-112). Steady revenue/EPS growth.
- Fit for 2026: Recession-resistant essentials focus; reliable dividends. Risk: Tariffs/inflation squeezing margins.
See Also: Walmart: Focus on Black Friday in the Dow Jones | Disruption Banking
RTX (Raytheon Technologies now RTX Corporation) – Underrated Stability Play
- Why it’s intriguing: Defense spending rising (U.S. proposals ~$1T+), RTX securing major contracts (Patriot missiles, F135 engines).
- Outlook: Buy consensus; targets ~$179-199 (flat to 10% upside from current ~$185). Strong backlog in missiles/sensors.
- Fit for 2026: Geopolitical tailwinds (Ukraine/Mideast/NATO) ensure resilience. Lower volatility. Risk: Budget delays or unexpected peace shifts.
See Also: AI or Defence? $13.1B Battle Redefines ETFs | Disruption Banking
GE Vernova (GEV) – Powering the AI Boom
- Why it’s intriguing: Gas turbines sold out to 2030; nuclear SMR leadership; grid upgrades for AI/electrification demand.
- Outlook: Strong Buy; targets ~$750-800 (15-20% upside from current ~$660-662). 2026 revenue $41-42B, FCF $4.5-5B.
- Fit for 2026: Essential infrastructure for AI data centers. Risk: Wind segment drag; supply chains.
Vertiv Holdings (VRT) – Data Center Cooling Leader
- Why it’s intriguing: Liquid cooling/power systems critical for AI hyperscalers; record backlog.
- Outlook: Strong Buy; targets ~$150-170 (flat to 5% upside from current ~$165). 30-40% growth continuation.
- Fit for 2026: Behind-the-scenes AI enabler with pricing power. Risk: Capex slowdown.
NVIDIA (NVDA) – AI Accelerator Dominator
- Why it’s intriguing: 80-90% GPU market share; Blackwell ramp; sovereign/enterprise AI surge.
- Outlook: Strong Buy; targets ~$250-300+ (30-60% upside from current ~$190). 30-40% revenue growth.
- Fit for 2026: Longest AI runway; safest high-growth. Risk: Competition/custom chips.
See Also: Nvidia’s $3.76T Triumph: Redefining Markets with AI and Robotics Disruption | Disruption Banking
TSMC (TSM) – Foundry Powerhouse
- Why it’s intriguing: ~90% advanced chip production; 2nm/3nm ramps; CoWoS packaging expansion.
- Outlook: Strong Buy; targets ~$280-320 (flat to 5% upside from current ~$302-303). 20-25% growth.
- Fit for 2026: Irreplaceable AI/semiconductor supply chain. Risk: Geopolitical tensions.
What do you think the best stock picks for 2026 are? Share them in the comments below.
Author: Andy Samu
The editorial team at #DisruptionBanking has taken all precautions to ensure that no persons or organizations have been adversely affected or offered any sort of financial advice in this article. This article is most definitely not financial advice.
See Also:
Saxo’s 2026 Outrageous Predictions – is smooth sailing the new outrageous? | Disruption Banking
BofA Global Research Forecasts Stronger-than-Expected Economic Growth in 2026 | Disruption Banking
