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5 April Buys With Double-Digit Year-End Targets
Authored by Thomas Hughes. Publication Date: 3/27/2026.
Key Points
- Tech stocks are well-positioned to rebound, offering value in early 2026.
- Their improving forecasts are contrary to market headwinds, pointing to continued strength this year.
- Catalysts are likely as the Q1 and full-year 2026 reporting season progresses.
- Special Report: Elon's "Hidden" Company
2026 stock-price action faces headwinds but remains on track for S&P 500 stocks and others to finish higher by year-end. While challenges persist, bullish fundamentals remain centered on labor markets, consumer demand, and business spending. Much of that spending is directed at technology—especially data centers and AI—but it extends across industries and segments. The stocks profiled here share several traits: exposure to tech, improving outlooks, and the potential to deliver high double-digit gains by year-end.
NVIDIA: Too Cheap to Ignore
There are many reasons to consider NVIDIA (NASDAQ: NVDA)deep-value opportunity. Value appears in its price-to-earnings multiple and in analyst trends, which together imply a minimum expectation of high double-digit upside. Trading near 21x projected fiscal 2027 earnings, the stock is roughly 50% cheaper than where blue-chip tech names typically trade, despite robust long-term trends and a strong forward outlook. Long-term forecasts — which have been conservative historically — imply NVDA would trade at only about 6x the 2035 forecast, suggesting 400%–600% upside over the next five to ten years.
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A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla's IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.
Claim Your Pre-IPO Position
Key catalysts include the upcoming earnings release, which could confirm and accelerate current trends. Competition exists, but NVIDIA's first-mover advantage is substantial, and it has the balance-sheet strength to capitalize on it. Expect news about acquisitions and strategic investments in the months ahead. For now, 53 analysts rate the stock a Buy, with a 96% Buy-side bias and a consensus forecast implying roughly 50% upside.
Advanced Micro Devices: Expensive Today, Super Cheap Versus Tomorrow
Advanced Micro Devices (NASDAQ: AMD) trades at a premium to current-year earnings, but current-year results understate the company's potential. AMD is at a critical pivot point, on the verge of deploying rack-scale solutions for hyperscale AI data centers that could unleash significant demand. Its MI450 products deliver superior performance on certain tasks, including inference, and offer a lower total cost of ownership—making them compelling as supply scales. Analysts forecast revenue and earnings acceleration, but still well below the conceivable upside. Based on demand trends, AMD's revenue growth could reach triple digits within the first few quarters after MI450 ramps.
Of the 40 analysts tracked by MarketBeat, the consensus view is a Moderate Buy: coverage is expanding, sentiment is firming, and the Buy-side bias is 75%. The consensus price target implies roughly 30% upside, while the high-end range—where the trend appears to be headed—suggests about 60% upside.
Nebius Group: Building Capacity as Fast as Possible
Nebious Group (NASDAQ: NBIS) faces headwinds, including rising debt, but its expanding backlog—driven by deals with Meta and Microsoft—helps offset those concerns. The most likely path is continued execution of its data-center strategy and steady conversion of backlog into revenue. As reported, the company's backlog is nearly $50 billion, and revenue recognition should accelerate materially in the next fiscal year as projects come online.
Only 13 analysts cover NBIS, but the trends are robust. Coverage has more than doubled over the trailing 12 months, and sentiment is firming with 11 Buy ratings. The stock is up nearly 200% TTM; yet the consensus price target still implies more than 30% upside, and recent high-end targets suggest an additional ~20% potential.
Amprius Technologies: Winners Keep on Winning
Amprius Technologies (NYSE: AMPX) is a classic bull-market story driven by emergent technology, validation through contract wins, ramping capacity, rising demand, and improving results and guidance. The likely outcome is continued progress, with expanding revenue, margins, and profitability as operations scale.
The technical picture reinforces the thesis: the Q4 2025 earnings release sparked a four-week buying run that pushed the stock to long-term highs. The subsequent consolidation resembles a continuation pattern, making further gains likely.
BigBear AI: Sell-Off Exhausted, Rebound in the Works
BigBear AI (NYSE: BBAI) isn't out of the woods, but its fiscal 2025 report indicated that its aggressive repositioning is largely complete. Dilutive capital raises have ended, the balance sheet is healthier, recent acquisitions position the company for growth, and business trends are improving. The likely outcome is accelerating momentum in upcoming reports, which could trigger short covering and a significant reversal in the share price.
With roughly 27% short interest, the stock is well positioned for a reversal. Analyst coverage remains limited but implies more than 50% upside; institutional activity was more pronounced in Q1 2026, with institutions accumulating shares.
S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the Index
Written by Leo Miller. Originally Published: 3/26/2026.
Key Points
- Four are stocks in, and four stocks are out; the S&P 500 just got reshuffled.
- Three top AI stocks, LITE, COHR, and VRT, are among the names entering.
- Meanwhile, a name that has been working closely with Elon Musk's SpaceX is also entering the index.
- Special Report: Elon's "Hidden" Company
The S&P 500 has completed its latest quarterly rebalancing, with four stocks added to the index and four removed. Given the current market backdrop, it's not surprising that three of the additions are companies closely tied to the artificial intelligence (AI) data center buildout.
Here's a look at the names that were cut and the ones joining the index. These changes became effective before the market opened on March 23.
MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In
less than two weeks to prepare? (Ad)
A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla's IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.
Claim Your Pre-IPO PositionBelow are the four stocks that the S&P 500 removed:
- Dating app operator Match Group (NASDAQ: MTCH)
- Low-income managed healthcare provider Molina Healthcare (NYSE: MOH)
- Frozen potato product company Lamb Weston (NYSE: LW)
- Payroll and human resources software company Paycom Software (NYSE: PAYC)
Each of these names has fallen roughly 60% or more from its all-time high, putting market capitalizations near or below $7 billion. S&P Dow Jones Indices notes that, to be eligible for addition to the S&P 500, a company must have a market capitalization of $22.7 billion or more. Although that threshold isn't a strict requirement for continued membership, companies that fall below it are more likely to be removed.
Many stocks that remain in the index also have market caps below $22.7 billion, but to avoid abrupt turnover S&P Dow Jones Indices typically limits changes to only a handful of additions and removals each quarter.
Outside the three AI-related names, the S&P 500 added EchoStar (NASDAQ: SATS). EchoStar's stock has risen roughly 300% over the past 52 weeks as the company has sold valuable spectrum licenses, notably to Elon Musk's SpaceX.
Owning spectrum licenses gives a company rights to transmit over specific radio frequencies, which is essential for telecommunications. As a result of the sale, SpaceX now owns roughly 2.8% of EchoStar. Investors view EchoStar, in part, as a way to gain indirect exposure to Musk's private space firm.
LITE & COHR: Optics Giants Enter the S&P After Massive Gains
AI-related optics companies Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after spectacular runs. Lumentum is up nearly 1,000% in the past year, while Coherent has gained more than 250%. Both have benefited from a key shift in data center networking.
Networking equipment ties data center components together and enables communication. Traditionally, much of this equipment has used copper wiring to carry electrical signals. As data volumes grow, however, operators are shifting toward optical networking.
Optical systems transmit signals using light, enabling higher speeds and generating less heat than copper-based systems. Optical equipment is currently more expensive and has been viewed as less proven, so many operators delay adoption. Still, the long-term trend toward optics is broadly expected to continue, which places Lumentum and Coherent in attractive positions as leaders in that market.
Notably, NVIDIA (NASDAQ: NVDA) recently committed about $2 billion to Lumentum and made a similar commitment to Coherent to support R&D and manufacturing capacity. Those agreements underscore how central NVIDIA believes optical networking will be to next-generation data centers.
VRT: The "Coolest" Addition to the S&P 500
Vertiv (NYSE: VRT) will also enter the S&P 500 after gaining over 180% in the past year. The company is a leader in data center cooling solutions, including liquid cooling technologies that are increasingly in demand.
As data centers become more powerful and energy-intensive, they produce more heat. Liquid cooling systems, like those Vertiv supplies, transfer heat more effectively than traditional air-cooling approaches, making them an important component of modern data center design.
Vertiv's 2025 revenue grew nearly 28%, its fastest annual growth since going public. The company reported a strong sales outlook, recording a 2.9x book-to-bill ratio last quarter and ending the year with a backlog of about $15 billion—roughly 1.5 times 2025 revenue.
Vertiv also posted roughly 64% growth in free cash flow, with free cash flow reaching about $1.9 billion for the year.
SATS, LITE, COHR, VRT: The S&P 500's New Kids on the Block
SATS, LITE, COHR and VRT have reached a milestone by joining the S&P 500. Inclusion reflects their scale and market importance today, but it doesn't guarantee future performance. Still, these additions highlight which companies investors and index managers view as central to the evolving data center and telecom landscapes.
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