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Here are ten companies to consider as you invest in 2026.
The market outlook for 2026 shows potential. Strong earnings growth may drive stocks higher. However, high valuations and the presidential cycle present challenges for investors.
This article details the investment case for these selected US share prices. It focuses on financial strength, competitive advantages, and specific growth catalysts.
These foundational technology companies possess immense scale and powerful ecosystems. Their new growth paths in artificial intelligence make them compelling choices for a 2026 investment horizon.
Microsoft continues to show its strength in both enterprise software and cloud computing. The company’s financial reports highlight impressive performance. For instance, server products and cloud services revenue recently increased by 27%, driven by Azure’s remarkable 39% revenue growth. This demonstrates strong and accelerating demand for its cloud infrastructure.
Beyond the cloud, Microsoft is successfully monetizing the new ai economy. Its Copilot AI tools are seeing rapid adoption.
A clear indicator of this success is that 70% of Fortune 500 companies are already using Copilot. This widespread integration into its existing Office 365 user base creates a powerful and expanding revenue stream.
Amazon stands out as one of the best tech stocks due to its dual dominance in e-commerce and cloud computing. Its cloud division, Amazon Web Services (AWS), remains a profit engine. AWS recently reported a 20% year-over-year revenue increase, reaching $33 billion in a single quarter.
Simultaneously, Amazon’s digital advertising business is becoming a significant growth driver. This segment leverages the vast amount of data from its e-commerce platform. Projections show this is a rapidly expanding area for the company.
| Year | Projected Retail Media Ad Revenue |
|---|---|
| 2025 | Over $60 billion |
| 2026 | Nearly $70 billion |
Alphabet maintains its dominance in digital advertising through Google Search and YouTube. The company is also a strong competitor in the cloud market. Google Cloud Platform (GCP) has solidified its position, capturing a 13% market share as of Q3 2025.
Alphabet’s primary growth catalyst is the integration of its advanced AI model, Gemini. The company is deploying Gemini across its entire suite of products. While direct revenue is still growing, the strategy focuses on enhancing existing platforms like Search and YouTube. This integration is expected to serve over 1 billion customers and drive significant future revenue growth.
These companies provide the essential hardware and manufacturing foundation for the artificial intelligence revolution. Their technologies are the building blocks for nearly every major AI advancement.
NVIDIA designs the graphics processing units (GPUs) that power the AI industry. The company holds a commanding market share in this space. Its next major growth driver is the transition to its new Blackwell GPU platform. The demand for AI inference is exploding, and Blackwell is built to meet this challenge.
The new platform offers massive performance gains over previous generations. These improvements are critical as AI models become larger and require real-time responses. Key performance upgrades include:
This technological leap solidifies NVIDIA’s position as the primary engine for AI development through 2026.
Taiwan Semiconductor Manufacturing Company is the world’s leading semiconductor foundry. It manufactures the advanced chips designed by companies like NVIDIA and Apple. TSM’s role is critical and gives it immense pricing power. The company achieved a new record market share of 70.2% in the global pure-play wafer foundry market, showcasing its dominance. This makes it one of the most important top technology stocks.
TSM’s future growth depends on its technological lead in creating smaller, more powerful chips. The company sees very strong customer demand for its next-generation 2-nanometer (N2) process node, driven almost entirely by AI applications. To meet this demand, TSM is accelerating its production plans. This focus on cutting-edge manufacturing ensures TSM will remain an essential partner for all leading tech firms.

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This section highlights companies with significant expansion opportunities. These growth stocks are positioned in rapidly expanding markets, offering the potential for substantial returns.
MercadoLibre is often called the Amazon of Latin America. The company dominates the region’s e-commerce market. It also has a powerful and fast-growing financial technology (fintech) division called Mercado Pago. This combination makes it one of the most compelling growth stocks for a 2026 portfolio.
The success of its fintech arm is clear. Mercado Pago processes payments both on and off its marketplace, much like how services such as Biyapay facilitate digital transactions in other global regions. The division’s recent performance underscores its explosive growth:
This dual-engine model of e-commerce and fintech gives MercadoLibre multiple avenues for continued expansion across Latin America.
Axon Enterprise provides technology solutions for law enforcement and public safety. The company is known for its TASER devices, body cameras, and a growing suite of cloud-based software. Axon operates in a large and expanding market with high profit potential.
| Metric | Value |
|---|---|
| Market Value (2024) | $24.8 billion |
| Projected Market Value (2030) | $36.1 billion |
| CAGR | 6.3% |
A key part of Axon’s strategy is its cloud software business. The company sells subscriptions to its Evidence.com platform, creating a stable and predictable income stream.
Axon’s Annual Recurring Revenue (ARR) from cloud services recently hit $1.3 billion. This marked an impressive 41% year-over-year increase, showing strong adoption of its premium software features. This sticky ecosystem locks in customers for the long term.

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This section examines two companies with strong positions in essential modern industries. Their performance makes them notable US share prices to watch for 2026.
Vertiv provides the critical infrastructure that powers data centers. This includes thermal management, power solutions, and IT management systems. The company is a direct beneficiary of the artificial intelligence boom. AI requires massive data centers with high-density computing, which increases demand for Vertiv’s specialized cooling and power products.
Vertiv’s sales pipeline and backlog show robust growth. The company is seeing record order levels. This strong demand is driven by the global need for AI-ready data centers. Management has raised its sales growth guidance, which points to higher future revenue.
This positions Vertiv as a key supplier for the infrastructure that underpins the entire digital economy.
CrowdStrike is a leader in the cybersecurity industry. Its Falcon platform provides cloud-based endpoint protection to stop breaches. The global cybersecurity market is expanding rapidly. Projections show it will grow at a compound annual growth rate (CAGR) of approximately 11% through 2026. CrowdStrike is capturing a large part of this growth.
The company’s financial results demonstrate its strong market position and execution.
This impressive growth shows that more customers are choosing CrowdStrike to protect their digital assets. The company’s performance makes it one of the key US share prices in the technology sector.
Eli Lilly stands as a dominant force in the pharmaceutical industry. The company’s focus on innovative treatments for widespread health conditions positions it for significant growth.
Eli Lilly’s core strength comes from its leadership in developing new medicines. The company is at the forefront of the GLP-1 drug revolution, which addresses diabetes and obesity. Its investment case rests on several key pillars:
The company’s financial performance is exceptionally strong. In its most recent quarter, Eli Lilly reported sales revenue of USD 17.6 billion and earnings per share of $7.02, easily beating consensus estimates. This financial strength gives analysts confidence.
The overall consensus among analysts is bullish. A large majority rate the stock as a ‘Buy’, reflecting strong belief in the company’s future performance.
| Metric | Value |
|---|---|
| Median Price Target | $1,050.00 |
| High Price Target | $1,500.00 |
| ‘Buy’ Ratings | 21 |
| ‘Hold’ Ratings | 8 |
Two major catalysts are set to drive Eli Lilly’s growth. First, its GLP-1 drugs, Mounjaro and Zepbound, consistently show superior weight loss results compared to competitor products. This makes them a top choice for consumers and a primary reason to invest in 2026.
Second, the company has a promising Alzheimer’s drug, donanemab. Phase 3 trial results were very positive. The study showed that donanemab significantly slowed the clinical progression of the disease. This potential blockbuster could open up a massive new market for the company.
Eli Lilly protects its business with a strong competitive moat. The company holds an extensive portfolio of patents and intellectual property rights for its innovative drugs. This legal protection prevents generic drug makers from copying its most successful products for many years. This exclusivity allows Eli Lilly to maximize profits from its research and maintain a powerful advantage in the market.
This list highlights companies leading major market trends. These trends include AI, digital transformation in sectors like healthcare, and e-commerce. The selected US share prices represent significant long-term opportunities. While these companies show strong potential, investors should remember the importance of a diversified portfolio. A focus on long-term opportunities helps navigate market changes. The analysis of these US share prices provides a starting point for research.
This article is for informational purposes only. It is not investment advice. Readers should conduct their own research or consult a financial advisor before making any investment decisions.
Artificial intelligence is a major driver of economic growth. The selected companies either create AI technology or provide the essential infrastructure that powers it. Their leadership in this expanding field presents a strong opportunity for investors.
No. This list provides ideas for research. Financial experts recommend diversification to manage risk. A balanced portfolio should include various assets. Investors should build a portfolio that matches their own financial goals and risk tolerance.
The 2026 time horizon allows for significant company catalysts to unfold. This includes the launch of new technology platforms and the approval of new drugs. This timeframe helps capture medium-term growth while navigating short-term market changes.
*This article is provided for general information purposes and does not constitute legal, tax or other professional advice from BiyaPay or its subsidiaries and its affiliates, and it is not intended as a substitute for obtaining advice from a financial advisor or any other professional.
We make no representations, warranties or warranties, express or implied, as to the accuracy, completeness or timeliness of the contents of this publication.



