Dominion Energy stock is up about 6% year to date, and our analysis suggests the stock could still see modest upside over the next few years. Here’s why Dominion’s regulated utility growth and rising electricity demand from data centers could support the long-term setup.
Occidental Petroleum stock rose about 5% this week, and our analysis suggests the stock could still see meaningful upside through 2026. Here’s why strong free cash flow generation, improving balance sheet strength, and continued efficiency gains could support the setup.
RTX stock rose about 6% this week, and our analysis suggests the stock could deliver modest upside over the next few years. Here’s why rising defense spending and aerospace demand could support RTX’s long-term earnings outlook.
Verizon stock rose about 4% this week, finishing near $51 per share, after management highlighted improving cash flow and cost discipline alongside a renewed focus on subscriber growth. Here’s why Verizon’s stable wireless business and broadband expansion could support gradual upside through 2026.
3M stock fell about 4% this week, finishing near $159 per share, but our analysis suggests the company could still deliver steady upside as restructuring progress and margin recovery strengthen earnings. Here’s why 3M’s operational turnaround could support the stock through 2026.
American Tower stock rose about 10% over the past month, and our analysis suggests the stock could still deliver meaningful upside in the coming years. Here’s why rising mobile data demand and expanding data center infrastructure continue to support the company’s long-term growth outlook.
Freeport-McMoRan stock has surged about 42% over the past six months as copper demand and improving production outlooks boosted investor sentiment. Here’s why Freeport’s copper exposure and operational recovery could continue supporting the stock into 2026.
Broadcom stock fell about 4% this week, and our analysis suggests the stock could still deliver meaningful upside into 2026. Here’s why Broadcom’s AI infrastructure demand and expanding custom silicon platform continue supporting the company’s long-term growth outlook.
Palantir stock rose about 14% this week, and our analysis suggests the stock could still see meaningful upside into 2026. Here’s why accelerating AI adoption and strong demand from both commercial and government customers continue to support the company’s growth outlook.
Constellation Energy stock has risen about 21% over the past month, and our analysis suggests the stock could still deliver meaningful upside in the coming years. Here’s why rising electricity demand from AI data centers and the company’s nuclear power fleet continue to support the long-term outlook.
Western Digital stock has surged 191% in the past six months as AI-driven data storage demand accelerates across hyperscale cloud infrastructure. Here’s why expanding AI workloads, higher-capacity drives, and strong cloud demand could continue driving growth into 2026.
Texas Instruments stock is up about 17% year to date, supported by improving semiconductor demand and strong cash generation. Here’s why growth in industrial, automotive, and data center markets could help drive further upside for the stock in 2026.
Alphabet stock is down about 11% over the past 30 days, as investors weigh the near-term cost of scaling AI infrastructure against strong demand for cloud and generative AI services. Here’s why Alphabet’s expanding AI ecosystem and cloud momentum could still support meaningful upside into 2026.
DoorDash stock rose about 7% this week, as investors reacted to strong earnings updates and continued institutional interest in the company. Here’s why DoorDash’s expanding delivery network and improving marketplace economics could support long-term upside.
Howmet Aerospace stock has surged about 21% over the past month as strong aerospace demand and solid earnings results lifted investor sentiment. Here’s why rising aircraft production and expanding turbine demand could continue supporting the stock’s outlook into 2026.
Duke Energy is up about 12% year to date in 2026, and our analysis suggests the stock could still deliver steady upside this year. Here’s why accelerating data center demand and regulated capital growth continue to support the setup.
Moody’s rose 3% this week after reporting record 2025 results and issuing strong 2026 guidance. Here’s why issuance growth, private credit momentum, and high-margin Analytics expansion continue to support earnings upside this year.
NXP fell about 5% last week as investors reacted to cautious near-term automotive guidance despite solid earnings results. Our valuation analysis suggests the stock could still offer meaningful upside in 2026. Here’s why content growth per vehicle and margin expansion may support the recovery story.
Atlassian stock rose about 10% this week, and our analysis suggests the stock could still deliver meaningful upside in 2026. Here’s why Atlassian’s cloud acceleration, AI monetization, and enterprise expansion continue to support the setup.
GE Aerospace stock rose 8% over the past month after reporting strong fourth quarter results and issuing confident 2026 guidance. Here’s why the company’s $190 billion backlog and expected mid-teens services growth could continue supporting upside into 2026.
Adobe stock rose about 6% this week, and our analysis suggests the stock could deliver meaningful upside in 2026. Here’s why AI monetization, institutional accumulation, and compressed valuation continue to support the setup.
Monolithic Power Systems has surged about 34% over the past 6 months, driven by record revenue, accelerating AI data center demand, and strengthening backlog visibility. Here’s why sustained growth in Enterprise Data and automotive power solutions continues to support the setup into 2026.
Phillips 66 is up 24% year to date in 2026, driven by widening heavy crude differentials and structurally stronger refining performance. Here’s why margin durability and midstream growth could support further upside this year.
Williams stock has surged about 31% over the last 6 months, and our analysis suggests the company could continue delivering steady earnings growth into 2026. Here’s why expanding LNG demand, contracted power projects, and double-digit EBITDA growth targets continue to support the setup.
Regeneron is up 39% in the last six months, and our analysis suggests the stock could still deliver meaningful upside in 2026. Here’s why Dupixent growth, EYLEA HD momentum, and pipeline expansion continue to support the setup.
Microsoft stock rose about 3% this week after reporting strong Q2 2026 results, and our analysis suggests the stock could deliver meaningful upside into 2026. Here’s why accelerating Azure growth, expanding backlog, and AI monetization continue to support the setup.
Marathon Petroleum is up 29% year to date, and our analysis suggests the stock could deliver further upside in 2026. Here’s why refining margin durability, sour crude advantages, and disciplined capital returns continue to support the setup.
Merck stock is up 42% over the past six months, and our analysis suggests the stock could still deliver meaningful upside into 2026. Here’s why oncology durability, pipeline momentum, and steady institutional support continue to underpin the setup.
