Three Stocks Set to Outperform the Market in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 16 2026
0mins
Should l Buy GOOGL?
Source: Fool
- Alphabet Cloud Growth: Alphabet's cloud business had an annual revenue run rate of approximately $70 billion at the end of 2025, with a backlog growth exceeding 100% year-over-year to $240 billion in Q4, which is expected to significantly enhance the company's profitability in 2026 and solidify its leadership in the AI sector.
- BeOne Drug Development Progress: BeOne Medicines plans to announce Phase 3 study results for Brukinsa in combination with rituximab in the first half of 2026, and is expected to gain U.S. regulatory approval for sonrotoclax, further enhancing its competitiveness in the blood cancer treatment market.
- Rhythm Drug Approval Outlook: Rhythm Pharmaceuticals' Imcivree is anticipated to receive FDA approval for treating acquired hypothalamic obesity by March 20, 2026, which would significantly expand its market potential as this condition affects more patients than the combined total of its three existing indications.
- Multiple Clinical Trial Data Releases: Rhythm also plans to report top-line data from a Phase 3 study evaluating Imcivree in four other genetic diseases in Q1 2026 and disclose results from an exploratory Phase 2 study on Prader-Willi syndrome in the first half of the year, further boosting investor confidence.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 306.520
Low
305.00
Averages
374.25
High
400.00
Current: 306.520
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: Following Trump's announcement, U.S. markets pared losses, with the Dow Jones Industrial Average ending down 403.51 points, or 0.83%, after dipping over 1,200 points at its lowest, indicating the market's sensitivity to geopolitical risks.
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See More
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- Mass Flight Cancellations: Over 11,000 flights across the Middle East have been canceled since the U.S.-Israeli strikes on Iran, leaving many Google employees stranded in Dubai after a sales conference, highlighting the significant disruption to business operations caused by the conflict.
- Amazon Operational Adjustments: Amazon has instructed all corporate employees in the Middle East to work remotely and follow local government guidelines, demonstrating the company's prioritization of employee safety while also impacting its regional business operations amid ongoing instability.
- Data Center Damage: Two Amazon data centers in the UAE were directly struck by drones, resulting in structural damage and service outages, prompting AWS to advise customers to back up their data or consider migrating workloads, underscoring the direct threat the conflict poses to technological infrastructure.
See More
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- Air Travel Disruption: The U.S.-Israeli strikes on Iran have led to over 11,000 flight cancellations in the Middle East, leaving many Google employees stranded in Dubai, which reflects the severe impact of the conflict on business operations and forces companies to reassess their strategies in the region.
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- Data Center Damage: Two Amazon data centers in the UAE were directly struck by drones, causing structural damage and service disruptions, with AWS advising customers to back up data and consider migrating workloads, underscoring the direct threat the conflict poses to technological infrastructure.
See More
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- Robust Cash Flow: The company generated $96.58 billion in free cash flow, sufficient to cover $41.1 billion in stock repurchases and dividends, indicating a healthy financial position that supports future investments and growth.
- Increased R&D Investment: Nvidia launched the Blackwell architecture in March 2024 and unveiled the Rubin platform in January 2023, showcasing its ongoing innovation in AI aimed at eliminating workload bottlenecks and enhancing market competitiveness.
- Expanding Customer Base: By investing in Anthropic and OpenAI, Nvidia is broadening its customer base and is expected to benefit from the growing demand for AI, solidifying its leadership position in the data center market.
See More
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- Shareholder Return Strategy: The company allocated $41.1 billion for stock repurchases and dividends in fiscal 2026, indicating its strong cash flow capabilities and commitment to shareholders, which is expected to boost investor confidence.
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See More
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- Protests Escalate: Hundreds of Iraqi Shiites protested in Baghdad against U.S. and Israeli strikes on Iran, indicating a rise in regional tensions that could lead to larger conflicts and instability.
- Increased Cyberattack Risk: Cybersecurity experts warn that Iran may launch attacks on U.S. businesses and infrastructure at a high-risk moment, highlighting the rising potential for cyber threats against critical sectors.
- CISA Challenges: The Cybersecurity and Infrastructure Security Agency (CISA) faces significant challenges due to a partial government shutdown and management reshuffle, resulting in staff shortages and resource constraints that may weaken its ability to counteract cyber threats.
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