ArcelorMittal stock rose about 25% over the past month, and our analysis suggests the stock could still deliver meaningful upside into 2026. Here’s why improving steel demand and margin recovery are starting to support the setup.
Compass is re-entering the spotlight as a high-beta housing recovery play, and the stock surged about 14% this week. Here’s why expectations around a potential stabilization in housing activity and operating leverage could drive upside into 2026.
Clear Secure stock surged about 15% this week, and our analysis suggests the stock could deliver solid upside into 2026. Here’s why expanding identity platform adoption and strong margin leverage continue to support the setup.
Fastly stock rose about 7% this week as investors focused on improving profitability and accelerating growth following recent earnings results. Here’s why stronger margins and rising enterprise demand could continue to support the stock into 2026.
Yum! Brands stock is moving higher in 2026 as investors lean into its steady global growth story, and our analysis suggests the stock could deliver upside over the next few years. Here’s why strong franchise economics and international expansion continue to support the setup.
McDonald’s stock fell about 6% over the past 30 days as investors grow more cautious on fast food demand and traffic trends. Here’s why McDonald’s push into value meals and beverages could still support steady upside into 2026.
Zscaler stock fell about 14% this week, and our analysis suggests the stock could still deliver meaningful upside into 2026. Here’s why the company’s enterprise deal momentum, expanding AI security demand, and improving profitability continue to support the setup.
Intel stock surged about 26% this week, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why improving AI-driven data center demand and better execution are starting to support a potential turnaround.
Sandisk stock surged about 21% this week as investors increasingly bet that the worst of the NAND memory downturn is over and that AI-driven demand could drive a stronger recovery into 2026. Here’s why improving pricing, data center demand, and better industry discipline are shifting the outlook.
Western Digital stock rose about 14% this week as investors leaned into the AI infrastructure buildout, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why accelerating storage demand and improving pricing power continue to support the setup.
Cloudflare stock surged about 84% over the past 6 months, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why Cloudflare’s AI-driven platform expansion and improving margins continue to support the setup.
Marvell rose about 10% this week as investors increasingly view the company as a key supplier powering the AI infrastructure buildout. Here’s why strong demand for custom chips and high-speed networking could drive continued upside.
Meta stock rose about 5% this week as new data confirmed that AI is already improving ad performance and revenue growth. Here’s why Meta’s AI-driven monetization and strong margins could drive upside into 2026.
Accenture stock is down about 25% year to date as investors favor companies seeing faster AI revenue growth. Here’s why Accenture’s strong bookings and long-term role in enterprise AI adoption could still drive upside into 2026.
NVIDIA stock rose about 4% this week as investors gained confidence in the durability of AI demand after management highlighted $1 trillion in future AI infrastructure demand. Here’s why NVIDIA’s dominant position in AI computing could continue driving upside into 2026.
Alphabet stock rose about 5% this week, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why AI monetization and cloud growth are driving Alphabet’s earnings momentum.
Texas Instruments stock fell about 8% over the past 30 days, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why Texas Instruments’ margin durability and long-cycle semiconductor exposure continue to support the setup.
AppLovin stock fell about 10% over the past 30 days, but our analysis suggests the stock could still deliver strong upside into 2026. Here’s why AppLovin’s AI-driven advertising platform and performance advantage continue to support the setup.
Apple stock fell about 5% over the last 30 days, but our analysis suggests the stock could still deliver upside into 2026. Here’s why Apple’s Services growth and long-term ecosystem monetization continue to support the setup.
AMD stock fell about 5% this week, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why AMD’s AI-driven growth, rising CPU demand, and improving margins continue to support the setup.
Atlassian stock rose about 4% over the past week as strong institutional buying and rising AI-driven usage improved sentiment. Here’s why Atlassian’s platform expansion and margin recovery could support upside into 2026.
Okta stock rose about 9% over the past 30 days, and our analysis suggests the stock could deliver solid upside into 2026. Here’s why Okta’s growing role in AI-driven identity security and improving margins continue to support the setup.
Applied Materials stock fell about 5% over the past 30 days, and our analysis suggests the stock could deliver moderate upside into 2026. Here’s why AI-driven semiconductor demand and a recovery in memory spending continue to support the setup.
Datadog stock rose about 6% over the past 30 days as investors increasingly bet on its role in powering AI-driven cloud infrastructure. Here’s why Datadog’s growth outlook and platform expansion could support further upside into 2026.
Adobe stock is down about 7% over the past 30 days, and our analysis suggests the stock could deliver upside into 2026. Here’s why Adobe’s AI monetization and pricing power continue to support the setup.
Microsoft stock fell about 6% over the past 6 months, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why Microsoft’s AI-driven growth and cloud monetization continue to support the setup.
Oracle stock is down about 25% year to date in 2026, and our analysis suggests the stock could deliver strong upside into 2026. Here’s why Oracle’s AI-driven cloud demand and backlog visibility continue to support the setup.
Target stock rose about 5% this week as investors began warming up to a potential turnaround story, and our analysis suggests the stock could deliver modest upside into 2026. Here’s why Target’s margin recovery and improving inventory trends continue to support the setup.
