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 fall
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 397.990
Low
305.00
Averages
374.25
High
400.00
Current: 397.990
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.
Investment Opportunities: Top Tech Stocks to Buy
- Tech Stock Investment Potential: With an investment of $1,000, it is recommended to buy shares of Alphabet, Nvidia, and Apple, as they are expected to continue outperforming the market over the next decade, particularly in the booming AI and cloud computing sectors.
- Alphabet's Leading Position: Alphabet (GOOGL) has a market cap of $4.9 trillion and is driving revenue growth through innovations in AI and cloud computing, with Google Cloud being the fastest-growing among the top three cloud service providers, enhancing the company's profitability.
- Nvidia's Competitive Edge: Nvidia (NVDA), valued at $5.2 trillion, remains the gold standard for AI model training with its GPUs, and its rapid product development cycle and widely used CUDA software platform ensure its dominant market position.
- Apple's Ecosystem Strength: Apple (AAPL), with a market cap of $4.2 trillion, may not grow as fast as the other two, but its robust ecosystem and the potential in the upcoming AI smart glasses market indicate promising growth opportunities ahead.
See More
Alphabet and Nvidia Lead Key Technology Trends
- AI Pioneer: Alphabet leads in artificial intelligence, integrating generative AI into Google Search and Workspace, which boosts revenue and profitability, positioning the company to benefit from widespread AI adoption.
- Cloud Service Growth: Google Cloud is the fastest-growing among the big three cloud providers, with the Gemini model excelling in AI, further solidifying Alphabet's competitive edge in the cloud computing market.
- Autonomous Driving and Quantum Computing: Alphabet's Waymo has provided over 20 million autonomous rides, and significant milestones in quantum computing highlight its strategic positioning in future technologies.
- Strong Apple Ecosystem: Apple's services revenue reached an all-time high in Q1 2026, with CEO Tim Cook describing the demand for the iPhone 17 as “extraordinary,” and the company is expected to play a major role in the AI smart glasses market.
See More
Compass Group Raises 2026 Profit Outlook Amid Strong Demand
- Profit Outlook Upgrade: Compass Group announced on Monday an upgrade to its 2026 profit outlook, expecting full-year underlying operating profit growth to exceed 11%, up from the previously forecasted 10%, reflecting the company's confidence in future performance.
- Surge in New Contracts: The company experienced a surge in new business contracts in the first half of the year, particularly within its business and industry segment, indicating strong demand for workplace dining services globally and further solidifying its market position.
- Client Base Expansion: Serving major corporations like Google, Amazon, and Microsoft across approximately 30 countries, Compass Group demonstrates its extensive influence in the global market and the diversity of its client base.
- AI Impact Mitigation: Despite rising concerns over the impact of artificial intelligence on office-based clients, Compass Group is countering these risks through increased new contracts and robust market demand, showcasing its adaptability and resilience.
See More
Analysis of Leading Companies in Quantum Computing
- IonQ's Technological Edge: IonQ leads the quantum computing sector with a 99.99% fidelity in 2-qubit gates and is developing a 256-qubit system, which, if successful, could significantly boost market demand and drive future growth for the company.
- D-Wave's Market Positioning: D-Wave Quantum focuses on optimization problems, with its quantum annealing computers already widely used in scheduling and logistics, projecting a 179% revenue increase from 2024 to 2025, showcasing its potential in specialized quantum computing.
- Alphabet's Technological Breakthroughs: Alphabet has achieved several key breakthroughs in quantum computing, having discovered methods to break cryptocurrency security protocols, which need updating by 2029, indicating its technology is moving towards real-world applications and may gain a competitive edge in cloud computing.
- Industry Outlook: Although quantum computing is currently less popular than artificial intelligence, it is expected to become practical by 2030, with companies like IonQ, D-Wave, and Alphabet at the forefront, allowing investors to position themselves for future gains.
See More
Future Prospects of the Quantum Computing Industry
- IonQ's Technological Edge: IonQ boasts a leading 2-qubit gate fidelity of 99.99%, significantly surpassing competitors, and if it successfully develops a 256-qubit system, it could dominate commercial applications, leading to a substantial increase in product demand.
- D-Wave's Market Positioning: D-Wave Quantum focuses on optimization problems, with its quantum annealing computers already utilized in scheduling and logistics, achieving a 179% revenue growth from 2024 to 2025, indicating strong potential in specialized quantum computing.
- Alphabet's Breakthroughs: Alphabet has made several key advancements in quantum computing, having discovered methods to break cryptocurrency security protocols, which need updating by 2029, highlighting the real-world relevance of its technology and positioning it as a potential first quantum provider on cloud networks.
- Investment Opportunities in the Sector: As quantum computing technology matures, companies like IonQ, D-Wave, and Alphabet are set to become major players in the future market, offering investors significant returns by positioning themselves early in this evolving field.
See More
Nvidia: The Leader in the AI Gold Rush
- Significant Revenue Growth: Nvidia's revenue for the full year 2025 reached $130 billion, surpassing the GDP of over 100 countries and representing a 2,500% increase from its 2016 revenue of $5 billion, highlighting its strong demand and leadership in the AI market.
- Market Cap Surge: Nvidia's market cap skyrocketed from approximately $20 billion in 2016 to over $5 trillion today, marking a staggering 27,000% increase over the decade, reflecting investor confidence in its future growth potential.
- Outstanding Stock Performance: An investment of $5,000 in Nvidia a decade ago would have turned an investor into a millionaire today, outperforming nearly all other megacap tech stocks during the same period, showcasing its exceptional investment returns.
- Reasonable Valuation: Despite Nvidia's stock trading at about 24 times forward earnings, slightly above the tech average of 22.7, its valuation is considered reasonable in the context of strong AI market tailwinds, indicating potential for future growth.
See More
Investment Opportunities: Top Tech Stocks to Buy
- Tech Stock Investment Potential: With an investment of $1,000, it is recommended to buy shares of Alphabet, Nvidia, and Apple, as they are expected to continue outperforming the market over the next decade, particularly in the booming AI and cloud computing sectors.
- Alphabet's Leading Position: Alphabet (GOOGL) has a market cap of $4.9 trillion and is driving revenue growth through innovations in AI and cloud computing, with Google Cloud being the fastest-growing among the top three cloud service providers, enhancing the company's profitability.
- Nvidia's Competitive Edge: Nvidia (NVDA), valued at $5.2 trillion, remains the gold standard for AI model training with its GPUs, and its rapid product development cycle and widely used CUDA software platform ensure its dominant market position.
- Apple's Ecosystem Strength: Apple (AAPL), with a market cap of $4.2 trillion, may not grow as fast as the other two, but its robust ecosystem and the potential in the upcoming AI smart glasses market indicate promising growth opportunities ahead.
See More
Alphabet and Nvidia Lead Key Technology Trends
- AI Pioneer: Alphabet leads in artificial intelligence, integrating generative AI into Google Search and Workspace, which boosts revenue and profitability, positioning the company to benefit from widespread AI adoption.
- Cloud Service Growth: Google Cloud is the fastest-growing among the big three cloud providers, with the Gemini model excelling in AI, further solidifying Alphabet's competitive edge in the cloud computing market.
- Autonomous Driving and Quantum Computing: Alphabet's Waymo has provided over 20 million autonomous rides, and significant milestones in quantum computing highlight its strategic positioning in future technologies.
- Strong Apple Ecosystem: Apple's services revenue reached an all-time high in Q1 2026, with CEO Tim Cook describing the demand for the iPhone 17 as “extraordinary,” and the company is expected to play a major role in the AI smart glasses market.
See More
Compass Group Raises 2026 Profit Outlook Amid Strong Demand
- Profit Outlook Upgrade: Compass Group announced on Monday an upgrade to its 2026 profit outlook, expecting full-year underlying operating profit growth to exceed 11%, up from the previously forecasted 10%, reflecting the company's confidence in future performance.
- Surge in New Contracts: The company experienced a surge in new business contracts in the first half of the year, particularly within its business and industry segment, indicating strong demand for workplace dining services globally and further solidifying its market position.
- Client Base Expansion: Serving major corporations like Google, Amazon, and Microsoft across approximately 30 countries, Compass Group demonstrates its extensive influence in the global market and the diversity of its client base.
- AI Impact Mitigation: Despite rising concerns over the impact of artificial intelligence on office-based clients, Compass Group is countering these risks through increased new contracts and robust market demand, showcasing its adaptability and resilience.
See More
Analysis of Leading Companies in Quantum Computing
- IonQ's Technological Edge: IonQ leads the quantum computing sector with a 99.99% fidelity in 2-qubit gates and is developing a 256-qubit system, which, if successful, could significantly boost market demand and drive future growth for the company.
- D-Wave's Market Positioning: D-Wave Quantum focuses on optimization problems, with its quantum annealing computers already widely used in scheduling and logistics, projecting a 179% revenue increase from 2024 to 2025, showcasing its potential in specialized quantum computing.
- Alphabet's Technological Breakthroughs: Alphabet has achieved several key breakthroughs in quantum computing, having discovered methods to break cryptocurrency security protocols, which need updating by 2029, indicating its technology is moving towards real-world applications and may gain a competitive edge in cloud computing.
- Industry Outlook: Although quantum computing is currently less popular than artificial intelligence, it is expected to become practical by 2030, with companies like IonQ, D-Wave, and Alphabet at the forefront, allowing investors to position themselves for future gains.
See More
Future Prospects of the Quantum Computing Industry
- IonQ's Technological Edge: IonQ boasts a leading 2-qubit gate fidelity of 99.99%, significantly surpassing competitors, and if it successfully develops a 256-qubit system, it could dominate commercial applications, leading to a substantial increase in product demand.
- D-Wave's Market Positioning: D-Wave Quantum focuses on optimization problems, with its quantum annealing computers already utilized in scheduling and logistics, achieving a 179% revenue growth from 2024 to 2025, indicating strong potential in specialized quantum computing.
- Alphabet's Breakthroughs: Alphabet has made several key advancements in quantum computing, having discovered methods to break cryptocurrency security protocols, which need updating by 2029, highlighting the real-world relevance of its technology and positioning it as a potential first quantum provider on cloud networks.
- Investment Opportunities in the Sector: As quantum computing technology matures, companies like IonQ, D-Wave, and Alphabet are set to become major players in the future market, offering investors significant returns by positioning themselves early in this evolving field.
See More
Nvidia: The Leader in the AI Gold Rush
- Significant Revenue Growth: Nvidia's revenue for the full year 2025 reached $130 billion, surpassing the GDP of over 100 countries and representing a 2,500% increase from its 2016 revenue of $5 billion, highlighting its strong demand and leadership in the AI market.
- Market Cap Surge: Nvidia's market cap skyrocketed from approximately $20 billion in 2016 to over $5 trillion today, marking a staggering 27,000% increase over the decade, reflecting investor confidence in its future growth potential.
- Outstanding Stock Performance: An investment of $5,000 in Nvidia a decade ago would have turned an investor into a millionaire today, outperforming nearly all other megacap tech stocks during the same period, showcasing its exceptional investment returns.
- Reasonable Valuation: Despite Nvidia's stock trading at about 24 times forward earnings, slightly above the tech average of 22.7, its valuation is considered reasonable in the context of strong AI market tailwinds, indicating potential for future growth.
See More
