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Further Reading from MarketBeat.com The S&P 500's 3 Best-Performing Stocks So Far in 2026By Ryan Hasson. Originally Published: 3/16/2026. 
Key Points - Despite a broad market selloff, SNDK, TPL, and MRNA stand out as the S&P 500's 3 best-performing stocks in 2026, each operating in a different sector.
- SanDisk leads with a greater than 160% YTD gain, fueled by a global NAND flash shortage and surging AI demand.
- Moderna has gained over 80% on pipeline optimism and positive data, though analysts maintain a consensus Reduce rating with nearly 40% downside implied by their price target.
- Special Report: Elon's "Hidden" Company
Fear is dominating global markets. With geopolitical tensions intensifying in the Middle East and capital rotating out of equities, the S&P 500 ETF (NYSEARCA: SPY) is down about 2% year to date (YTD). What began as weakness in mega-cap technology and software has since spilled into virtually every corner of the market, with most sector ETFs now trading below support and key short- to mid-term moving averages. Despite broad-based selling pressure, a handful of names continue to buck the trend. The S&P 500's three best-performing stocks in 2026 are not only holding their ground, they're thriving — and notably, each operates in a different sector, which makes their collective outperformance more striking. SanDisk Corporation: YTD Return +159% The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid Leading the pack is SanDisk Corporation (NASDAQ: SNDK), which was also the S&P 500's top performer in 2025, finishing the year up nearly 570%. The company develops and manufactures data-storage solutions built on NAND flash technology, a segment that has become increasingly critical for AI workloads across data centers, mobile devices and edge computing. The rally has been fueled by a near-perfect storm: a global NAND flash shortage colliding with rapidly accelerating demand for fast, local storage tied to the rise of AI at the edge. As a pure-play flash provider, SanDisk was uniquely positioned to benefit from soaring prices, which roughly doubled during the second half of last year. That leverage showed up clearly in the most recent results. In Q2 2026 earnings released on Jan. 29, SanDisk reported earnings per share (EPS) of $6.20, beating the consensus estimate of $3.31 by $2.89, with quarterly revenue rising 61.2% year over year to $3.03 billion. Notably, while the broader market has sold off in recent weeks, SNDK remains in a lengthy bull flag, trading roughly 14% below its all-time high and sitting well above its 50-day simple moving average (SMA). A 10% gain in February underscores that its outperformance may be far from over. Texas Pacific Land Corporation: YTD Return +84% In second place is Texas Pacific Land Corporation (NYSE: TPL), one of the largest private landowners in Texas, with 882,000 acres in the Permian Basin. The company's core operations include surface-rights management, mineral royalty interests and water services. Its AI infrastructure ambitions have been a major driver of 2026 outperformance. TPL entered a strategic partnership with Bolt Data & Energy, committing $50 million in exchange for equity, warrants and a right of first refusal to supply water to Bolt's projects. Bolt has expressed ambitions to develop more than 10 gigawatts of data centers on TPL land in West Texas — a vision that captured investor imagination and pushed the stock sharply higher. Rising oil prices and increased demand for its water services have added further momentum. Management guided capital expenditures of $65 million to $75 million for the year, with continued investment in water management and desalination technologies as part of a long-term plan to build multiple multi-gigawatt energy campuses. Analysts see more upside, with a consensus price target of $639, implying nearly 20% additional upside. Moderna: YTD Return +81% Rounding out the top three is a perhaps surprising name: Moderna (NASDAQ: MRNA). The stock is up over 80% YTD, while the broader healthcare sector, represented by the Health Care Select SPDR Fund ETF (NYSEARCA: XLV), is down about 3%. The rally has been driven by growing investor optimism about Moderna's evolution beyond its COVID-focused roots into a more diversified pipeline, particularly in oncology and influenza. That said, Wall Street remains cautious. Analysts maintain a consensus Reduce rating on the stock, with a price target implying nearly 40% downside from current levels. Institutional activity over the prior 12 months has been broadly neutral — roughly $1.6 billion in inflows versus $1.2 billion in outflows. |
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