If you want to be successful on the stock market in 2026, you should keep a close eye on the analyzes by the professionals at JP Morgan. The investment bank has published a selection of stocks from the tech world that could explode in the coming months.
Tech stocks were already under the all-powerful AI star last year. Since artificial intelligence is now deeply integrated into core areas such as search, advertising and customer loyalty in many companies, this dominance is likely to increase further in 2026. This also opens up completely new ways of monetization for investors.
These tech stocks could bring decent returns in 2026
Analysts like Doug Anmuth from JP Morgan are optimistic about the current stock market year (via Börse-Online). He predicts solid sales growth in the range of ten to fifteen percent for the so-called mega-caps with a market value of over 200 billion US dollars. But success is not a sure-fire success, because companies have to make high investments in order to remain competitive. Investors should therefore rely on companies that successfully master the balancing act between AI innovation and discipline.
While many investors focus on well-known names like Nvidia or Apple, the real profits often come from second or third tier companies. Companies in the areas of cybersecurity, software development and specialized financial service providers are increasingly coming into focus. Here you can often find promising valuations that are not yet reflected in the market.
The stock market is characterized by a new objectivity this year. It’s no longer about vague promises, but about the question of who can convert the digital transformation into real cash. Those who make the right selection can benefit from the long-term trends of automation and cloud infrastructure. The following eleven tech stocks (sorted alphabetically) are the most promising investment opportunities according to JP Morgan.
Arista Networks
Arista Networks opens the list of analyst picks. The company specializes in network solutions that are essential for operating modern cloud structures. As the appetite for data from AI applications continues to rise this year, Arista looks like a sure winner.