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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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From: Julius Wong12/31/2025 5:59:55 PM
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All J.P. Morgan's top stock picks for 2026

Dec. 31, 2025 12:44 PM ET
By: Kim Khan, SA News Editor
J.P. Morgan identifies specific traits that define their Best Ideas for 2026.

These companies typically possess:

  • Strong Financial Health: Robust balance sheets and strong free cash flow generation.
  • Pricing Power: The ability to maintain margins and pricing leverage.
  • Secular Growth Exposure: Direct ties to major trends like AI, data centers, and infrastructure.
  • Operational Excellence: Management teams that execute well on efficiency and capital allocation, often leading innovation or benefitting from industry consolidation.
  • Regulatory Alignment: Positioned to benefit from current policy or regulatory tailwinds.
Dominant Investment Themes for 2026

The report highlights three major thematic drivers for the upcoming year:

  • AI & Data Center Expansion: Continued secular growth driven by artificial intelligence and the physical build-out of data centers.
  • Infrastructure & Electrification: Tailwinds from necessary upgrades to power grids and physical infrastructure.
  • Quality & Resilience: A shift toward "quality growth"—companies that can withstand macro and cyclical uncertainty.
Strategic Focus for Investors

  • Be Selective: Maintain selectivity in the face of macroeconomic and regulatory uncertainty.
  • Watch Capital Actions: Look for M&A activity and capital returns (dividends/buybacks) as key performance drivers.


The top picks, all rated Overweight, with price targets:

  1. Allstate ( ALL) OW $260.00

  2. Alphabet ( GOOG) OW $385.00

  3. Alphabet Inc. ( GOOGL) OW $385.00

  4. Amicus Therapeutics ( FOLD) OW $19.00

  5. Arista ( ANET) OW $175.00

  6. AT&T ( T) OW $33.00

  7. AutoZone, Inc. ( AZO) OW $4,100.00

  8. Avery Dennison ( AVY) OW $195.00

  9. Boeing Company ( BA) OW $240.00

  10. Boston Scientific Corporation ( BSX) OW $135.00

  11. Bright Horizons ( BFAM) OW $160.00

  12. Broadcom Inc ( AVGO) OW $475.00

  13. Canadian Pacific Kansas City (CP.TO) OW C$124.00

  14. Carvana ( CVNA) OW $490.00

  15. Caterpillar Inc. ( CAT) OW $730.00

  16. CBRE Group, Inc ( CBRE) OW $196.00

  17. Celsius Holdings ( CELH) OW $68.00

  18. Charles Schwab ( SCHW) OW $121.00

  19. Citigroup Inc. ( C) OW $124.00

  20. Commercial Metals Company ( CMC) OW $78.00

  21. CRH Plc ( CRH) OW $135.00

  22. CVS Health ( CVS) OW $101.00

  23. Dana Inc ( DAN) OW $28.00

  24. Devon Energy ( DVN) OW $44.00

  25. Digital Realty Trust ( DLR) OW $210.00

  26. Disney ( DIS) OW $138.00

  27. DraftKings Inc. ( DKNG) OW $42.00

  28. Eli Lilly & Company ( LLY) OW $1,150.00

  29. Entergy Corp. ( ETR) OW $108.00

  30. Exxon Mobil Corp ( XOM) OW $124.00

  31. GE Vernova ( GEV) OW $1,000.00

  32. Globe Life Inc ( GL) OW $180.00

  33. Guidewire Software ( GWRE) OW $300.00

  34. KLA Corporation ( KLAC) OW $1,485.00

  35. LendingClub Corp ( LC) OW $25.00

  36. McCormick & Co., Inc. ( MKC) OW $79.00

  37. Mohawk Industries ( MHK) OW $152.00

  38. Palo Alto Networks ( PANW) OW $235.00

  39. PPG Industries ( PPG) OW $117.00

  40. Ralph Lauren Corporation ( RL) OW $430.00

  41. Revolution Medicines ( RVMD) OW $92.00

  42. Roku ( ROKU) OW $125.00

  43. Salesforce Inc ( CRM) OW $365.00

  44. SLB ( SLB) OW $43.00

  45. Starbucks ( SBUX) OW $95.00

  46. Synopsys Inc ( SNPS) OW $650.00

  47. The Williams Companies, Inc. ( WMB) OW $73.00

  48. Thermo Fisher Scientific ( TMO) OW $675.00

  49. TPG RE Finance Trust ( TRTX) OW $10.50

  50. TransUnion ( TRU) OW $107.00

  51. United Airlines Holdings Inc ( UAL) OW $156.00

  52. Valley National Bancorp ( VLY) OW $14.50

  53. Valmont Industries ( VMI) OW $480.00

  54. Vertiv ( VRT) OW $230.00

  55. Viking Holdings ( VIK) OW $74.00

  56. Visa Inc. ( V) OW $430.00

  57. Xenon Pharmaceuticals ( XENE) OW $60.00

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