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2026 Outlook

All articles tagged with #2026 outlook

Tech and biotech bets aiming to outpace the market in 2026: Alphabet, BeOne Medicines, and Rhythm
business9 days ago

Tech and biotech bets aiming to outpace the market in 2026: Alphabet, BeOne Medicines, and Rhythm

A market outlook piece argues three catalysts could help stocks beat the S&P 500 in 2026: Alphabet (GOOGL/GOOG) propelled by Google Cloud backlog growth and AI initiatives like Gemini 3.0; BeOne Medicines (ONC) with Brukinsa’s continued uptake and potential regulatory milestones for sonrotoclax and BGB-16673; and Rhythm Pharmaceuticals (RYTM) amid an FDA decision on Imcivree for acquired hypothalamic obesity (by March 20, 2026) plus additional Phase 3 data and other developments in 2026.

via The Motley Fool|
#2026-outlook#alphabet#beone-medicines
PepsiCo Clears Q4 Hurdle, Reaffirms 2026 Growth Outlook Amid Slower U.S. Volumes
business22 days ago

PepsiCo Clears Q4 Hurdle, Reaffirms 2026 Growth Outlook Amid Slower U.S. Volumes

PepsiCo beat Q4 estimates with adjusted EPS of $2.26 and revenue of $29.34 billion (up 5.6%), and reaffirmed 2026 targets of 2-4% organic revenue growth and 4-6% core EPS growth. Organic revenue rose 2.1% while North American volumes fell (food down 1%, beverages down 4%), prompting price reductions to boost purchase frequency offset by productivity savings. The results come as Pepsi implements an Elliott Investment Management plan to trim the U.S. product lineup by 20% with no board seats. Shares dipped in premarket trading.

via CNBC|
#2026-outlook#business#earnings
TSMC's AI-Chip Surge Signals Strong 2026 Ahead
business24 days ago

TSMC's AI-Chip Surge Signals Strong 2026 Ahead

TSMC has jumped about 72% since the start of 2025 on surging AI-chip demand, leveraging its leading manufacturing tech to attract major customers and pricing power, with management raising its 2026 outlook and long‑term CAGR and planning large capex to expand capacity; at a valuation cheaper than Nvidia and Broadcom, the stock looks set for further gains as AI demand persists.

via The Motley Fool|
#2026-outlook#ai-chips#business
Brookfield Asset Management Could Deliver Double-Digit Returns in 2026
business24 days ago

Brookfield Asset Management Could Deliver Double-Digit Returns in 2026

The article promotes Brookfield Asset Management (BAM) as a misunderstood dividend powerhouse with long-term growth potential, noting it distributes about 90% of earnings as dividends and targets 20% annual earnings growth through 2030. Its diversified mix across utilities, energy, data centers, real estate, private equity, and credit provides fee-based earnings stability, with AUM exceeding $1 trillion. Key catalysts include the AI infrastructure/data-center boom (e.g., a $100 billion AI infra fund with Nvidia and the Kuwait Investment Authority and a $20 billion JV with Qatar) and decarbonization. Management expects dividend growth around 15% annually through 2030 and a current yield near 3.5%, suggesting possible double-digit returns in 2026 and beyond.

via The Motley Fool|
#2026-outlook#ai-infrastructure#brookfield-asset-management
Automakers Brace for a Cautious 2026 Amid Affordability Crunch
business1 month ago

Automakers Brace for a Cautious 2026 Amid Affordability Crunch

U.S. automakers warn that 2026 will bring slower sales and higher costs as affordability pressures mount from pricier vehicles, inflation, and ongoing supply-chain issues; executives plan for the worst while pivoting to lower-priced models, certified pre-owned strategies, and possible re-entry into sedans, all amid tariff dynamics, potential USMCA negotiations, and heightened regulatory scrutiny.

via CNBC|
#2026-outlook#affordability-crisis#automotive-industry
Abbott posts strong 2025 earnings, outlines 2026 growth plan and strategic moves
business1 month ago

Abbott posts strong 2025 earnings, outlines 2026 growth plan and strategic moves

Abbott reported Q4 2025 GAAP EPS of $1.01 and adjusted EPS of $1.50 (up 12%), and full-year 2025 sales of $44.3B with adjusted EPS of $5.15 (up 10%). For 2026, it guides organic sales growth of 6.5%–7.5% and adjusted EPS of $5.55–$5.80 (about 10% at the midpoint). The company also plans to close its Exact Sciences acquisition in Q2 2026 to expand cancer diagnostics, announced regulatory advances in electrophysiology and ablation, and declared a quarterly dividend of $0.63.

via Abbott MediaRoom|
#2025-results#2026-outlook#abbott
2026 Stock Market Outlook: Opportunities and Predictions
business1 month ago

2026 Stock Market Outlook: Opportunities and Predictions

The 2026 US stock market outlook suggests a market trading at a 4% discount to fair value, with small-cap stocks and certain sectors like real estate and technology offering attractive opportunities. The market is expected to experience increased volatility due to factors such as AI growth expectations, Fed leadership changes, trade negotiations, and geopolitical risks. Investors are advised to adopt a balanced, barbell portfolio approach, balancing growth and value stocks to navigate potential market swings.

via Morningstar|
#2026-outlook#business#investment-opportunities
Bitcoin Set to Outperform Stocks and Gold in 2026, Experts Say
business1 month ago

Bitcoin Set to Outperform Stocks and Gold in 2026, Experts Say

The article discusses Bitcoin's performance and outlook for 2026, highlighting its 2025 decline after a strong 2024 rally driven by favorable regulatory changes and macroeconomic factors. Despite recent gains by gold and silver, Bitcoin remains a valuable long-term asset, especially as a hedge against dollar decline and for institutional investment. The overall outlook for Bitcoin in 2026 is positive, making it a viable component of a diversified portfolio.

via The Motley Fool|
#2026-outlook#bitcoin#business