7 Must-Watch Stocks for 2026 in a Bull Market: Jon Erlichman
As we look ahead to 2026, investors are advised to remain selective, especially in a bull market. Drew Pettit, Director of U.S. Equity Strategy at Citi, highlights promising growth areas that necessitate a focused investment strategy. He emphasizes two key categories for growth: fast-growing companies making strategic investments and cyclical businesses that are beginning to rebound.
Growth Stocks to Watch in 2026
Pettit focuses on several notable companies within the growth segment:
- Boston Scientific (BSX): Innovator in medical devices, consistently investing in growth initiatives.
- CrowdStrike (CRWD): A leader in cybersecurity, demonstrating resilience after a major outage, with significant customer expansion.
- Uber (UBER): This ride-hailing giant has excelled, surpassing the S&P 500 thanks to its expanding delivery services and efficient operations.
- Nvidia (NVDA): Central to the AI sector, Nvidia continues to see high demand for its chips, enhancing its growth potential.
Cyclical Stocks on the Rise
In addition to the growth stocks, Pettit identifies key cyclical companies poised for a rebound:
- Teradyne (TER): Develops equipment for testing computer chips, set to benefit from increasing chip demand.
- CoStar Group (CSGP): Specializes in commercial real estate data analysis, maintaining a positive outlook as the real estate cycle strengthens.
- Regal Rexnord (RRX): Supplies essential components for machines in industrial settings, capitalizing on rising industrial demand.
Investment Insights from Jon Erlichman
According to Jon Erlichman, a contributor at BNN Bloomberg, navigating a bull market requires vigilance. Pettit’s investment strategy indicates that by concentrating on companies that are either committed to future growth or well-positioned for cyclical recovery, investors can uncover meaningful opportunities. The current landscape, while often unpredictable, rewards targeted investments in these identified sectors.
