15 Stocks Poised for Significant Growth by 2026

Investment analysts are predicting a notable shift in focus towards emerging growth stocks outside of Big Tech, with projections indicating that artificial intelligence (AI) spending could reach approximately $500 billion by 2026. This anticipated surge in capital investment is prompting renewed interest in sectors such as power infrastructure, construction, and traditional industries that are crucial for supporting AI advancements.

During a recent appearance on CNBC’s “Power Lunch” on October 15, Anneka Treon, the global head of Private Banking at ING, emphasized that the financial implications of AI extend beyond speculative bubbles, saying, “It boils down to real dollars being spent on real capex with a very long runway of funding ahead.” Furthermore, Larry Fink, Chairman and CEO of BlackRock, noted in another segment on October 14 that investing in AI encompasses more than just technology, highlighting the importance of investments in infrastructure such as HVAC systems and power grids.

Despite this optimism, some analysts remain cautious. Drew Matus of MetLife Investment Management expressed a tempered outlook for 2026 during his discussion on “Squawk Box” on October 3. He warned that while the market may see “sticky yields” and potential shifts in Federal Reserve policies, overall equity momentum could remain subdued, indicating a “stall year” ahead. The debate over whether current market conditions reflect an AI bubble continues, with former Intel CEO Pat Gelsinger asserting, “Of course we are,” suggesting that the bubble will persist for several years.

With this backdrop, a list of 15 stocks has been compiled, identified as having significant growth potential by 2026. The selection process involved screening U.S.-listed companies with market capitalizations exceeding $2 billion and an upside potential of over 50%. Stocks were also evaluated based on analyst coverage and hedge fund ownership, utilizing data from Insider Monkey’s hedge fund database.

Highlighted Stocks with Growth Potential

1. **Amicus Therapeutics, Inc. (NASDAQ:FOLD)**
With hedge fund interest and an upside potential of 73.53%, Amicus Therapeutics is positioned favorably. On November 5, 2025, Goldman Sachs raised its price target from $9 to $11, following the company’s first positive GAAP net income in Q3 2025. The firm reported a revenue increase of 17% to $169.1 million, which CEO Bradley Campbell attributed to commercial momentum.

2. **Summit Therapeutics Inc. (NASDAQ:SMMT)**
Summit Therapeutics, with an upside potential of 78.62%, recently reported statistically significant results from its Phase III trial involving ivonescimab, indicating improved overall survival rates in lung cancer patients. The company’s ongoing trials and partnerships are expected to enhance its market position.

3. **Chime Financial, Inc. (NASDAQ:CHYM)**
Chime Financial demonstrated an impressive 83.37% upside potential. Its Q3 2025 results showed a 29% year-over-year revenue increase to $544 million, prompting the company to raise its full-year revenue guidance to between $2.173 billion and $2.203 billion.

4. **DuPont de Nemours, Inc. (NYSE:DD)**
DuPont reported a 92.43% upside potential, with Q3 2025 net sales reaching $3.1 billion. The company’s operational efficiencies and a new $2 billion share repurchase authorization reflect strong management confidence.

5. **Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE)**
With a notable upside potential of 164.48%, Ultragenyx has secured $400 million in non-dilutive financing, which will support its late-stage pipeline and product launches. The company’s upcoming clinical trials are expected to draw significant investor interest.

6. **Viking Therapeutics, Inc. (NASDAQ:VKTX)**
Viking Therapeutics leads the pack with an upside potential of 169.19%. Recent clinical data from the VK2735 Phase 2 trial showcased promising results in treating prediabetes, establishing a solid foundation for future growth.

The market landscape is shifting as investors seek opportunities in sectors poised for growth driven by AI initiatives and technological advancements. As the financial community closely monitors these emerging stocks, analysts remain divided on the broader implications of such investments.

In conclusion, while the potential for substantial returns exists, investors are urged to approach the market with caution, considering both the opportunities and risks involved in this evolving financial environment.