US Stocks, page 34 of 41 — 24 articles published 2026-06-22 ~ 2026-06-29.
Hewlett Packard Enterprise (HPE) 2026 stock outlook: AI servers with NVIDIA GPUs, the Juniper Networks acquisition, GreenLake as-a-service, dividend and low-valuation appeal versus thin margins and integration risk, plus a peer comparison and investor tax notes.
Enovix (ENVX) 2026 investment analysis: silicon-anode battery differentiation, the Malaysia Fab2 production ramp, smartphone, wearable and AR/VR customer samples and contracts, plus losses, cash burn, dilution and execution risk with bull and bear scenarios.
MP Materials (NYSE: MP) stock outlook 2026. We examine the Mountain Pass mine, NdPr neodymium magnet vertical integration, Defense Department backing, GM and Apple supply deals, the China supply-chain independence theme, and the rare-earth price and Chinese dumping risks, plus the metrics to watch each quarter.
An in-depth 2026 stock outlook for Affirm Holdings (AFRM): the BNPL business model, Amazon, Shopify and Apple Pay partnerships, the path to GAAP profitability, interest-rate and credit-loss risk, peer comparison, and key quarterly metrics to watch.
A deep dive into Block (XYZ, formerly Square) stock outlook for 2026: the Cash App consumer ecosystem, Square merchant business, Afterpay BNPL, Bitcoin optionality, the Rule of 40 profitability target, and competitive and regulatory risk from PayPal and Stripe.
BBAI (BigBear.ai) 2026 stock outlook. A deep qualitative analysis of its U.S. defense and government AI decision-support software, border-security and biometrics business, heavy government-contract concentration, ongoing losses, convertible-note dilution, and high-volatility thematic profile.
SoundHound AI (SOUN) 2026 stock outlook. An independent voice-AI platform powering automotive assistants, restaurant drive-thru ordering, and call-center AI agents. We weigh fast revenue growth and the Nvidia stake story against GAAP losses, share dilution, a rich valuation, and small-cap volatility.
Bloom Energy (BE) 2026 stock analysis: solid-oxide fuel cell (SOFC) on-site power servers, the AI data center electricity shortage tailwind, hydrogen electrolyzer (SOEC) optionality, large contracts, cash burn and margin questions, plus IRA policy dependence.
Celsius Holdings (NASDAQ: CELH) 2026 stock outlook. A deep dive into the functional energy-drink growth story, the PepsiCo distribution partnership, the Alani Nu acquisition, market-share gains versus slowing growth, destocking, competition from Monster and Red Bull, and valuation risk.
CLS (Celestica) 2026 stock outlook. A qualitative deep dive into the electronics manufacturing services (EMS) and ODM business model, the CCS segment building hyperscale data center networking switches, servers and storage that ride AI infrastructure capex, the aerospace, defense and healthtech ATS segment, plus customer concentration, thin-margin and demand-cycle risks.
NBIS (Nebius Group) stock outlook for 2026. A qualitative deep dive into its Europe-based AI infrastructure and neocloud (GPU-as-a-Service) model, the Nvidia partnership and data center buildout, the Avride, Toloka and TripleTen subsidiaries, heavy capex and financing risk, and the competitive landscape against CoreWeave and the hyperscalers.
Garmin (GRMN) 2026 stock analysis: five-segment diversification across Fitness, Outdoor, Aviation, Marine, and Auto OEM, premium wearable differentiation versus Apple Watch, a near-debt-free balance sheet, consistent dividend, and the consumer-cycle and FX risks investors should weigh.
Entegris (ENTG) 2026 stock analysis: advanced materials, microcontamination control, and materials handling; consumable razor-blade revenue tied to wafer starts, rising materials intensity at advanced and AI nodes, plus China export-control, cyclicality, and CMC acquisition debt risks.
NetApp (NTAP) 2026 stock analysis: ONTAP moat, hybrid multicloud pivot, all-flash share gains, native cloud storage on AWS/Azure/Google, AI data-pipeline tailwinds, strong FCF and buybacks, and the enterprise-IT spending cycle risk behind a value-stock perception.
Electronic Arts (EA) 2026 stock analysis: EA Sports FC and Ultimate Team as a high-margin live-service annuity, the FIFA split, Madden and College Football, loot-box regulatory risk, and what the take-private leveraged buyout means for shareholders.
Take-Two Interactive (TTWO) 2026 stock analysis: Rockstar's next Grand Theft Auto cycle, GTA Online recurrent consumer spending, 2K sports annuity, Zynga mobile, launch-timing risk, and why elevated expectations are already priced in.
Sea Limited (SE) 2026 stock analysis: Shopee e-commerce across Southeast Asia and Brazil, Garena and Free Fire gaming cyclicality, SeaMoney/Monee fintech lending, the profitability inflection after 2022-2023 cost cuts, TikTok Shop competition, and the key risks.
Steel Dynamics (STLD) leverages EAF mini-mill efficiency, a growing aluminum flat-rolled platform, and disciplined capital returns to stand apart in the US steel cycle. Here's what drives the thesis in 2026.
West Pharmaceutical Services (WST) makes the stoppers, plungers, and seals inside injectable drug vials — and that regulatory design-in moat makes switching suppliers nearly impossible. Here's the long-term investment case, including biologics, GLP-1, and HVP mix tailwinds.
A deep-dive into State Street (STT): the custody bank scale moat, SSGA's SPDR ETF franchise including SPY, fee pressure dynamics, NII rate sensitivity, the Alpha platform strategy, and how STT stacks up against BNY Mellon and Northern Trust.
Ameriprise Financial (AMP) runs a high-margin, advice-led wealth management model with aggressive buybacks and fee-based revenue. Here's the bull case, the risks, and how it fits a long-term portfolio in 2026.
J.B. Hunt Transport (JBHT) stock analysis for 2026: the intermodal franchise, BNSF rail partnership, freight recession recovery thesis, dedicated contract recurring revenue, rail vs. truck structural cost advantage, brokerage margin pressure, and why JBHT is a cyclical-but-durable logistics play.
Lennar's asset-light pivot via the Millrose spinoff and even-flow production model positions it differently from peers — here's how rate sensitivity, structural undersupply, and capital return discipline shape the 2026 investment case.
A 2026 investment analysis of PHM (PulteGroup): how the homebuilder navigates high mortgage rates, the mortgage lock-in effect, chronic US housing undersupply, its three-brand strategy (Centex, Pulte, Del Webb), land-light land strategy, capital returns, and how it stacks up against LEN and DHI.