BofA's Top Stocks for 2026

BofA's Favorite Stocks for 2026

Bank of America's recent research indicates that despite the S&P 500 index becoming more expensive, some stocks may trade at discounted prices in 2026. BofA analysts particularly predict that stocks from sectors like retail, energy, and technology will perform well.

Constellation Energy (CEG)

Analysts note that Constellation Energy holds significant growth potential alongside online retail giant Amazon Web Services (AWS). BofA expects AWS's revenues to increase this year and for the impact of projects aimed at new technologies to be significant. Strategists remarked, "AWS entering 2026 with a much stronger capacity could lead to an increase above Wall Street's revenue forecasts." BofA has given CEG an "BUY" rating with a target price of $303.

Dollar General (DG)

Dollar General is expected to increase its profitability in the first quarter thanks to higher-than-expected tax refunds. With operational optimization efforts and inventory reduction initiatives, the company is anticipated to perform well in the first quarter of 2026. BofA is monitoring DG shares with a "BUY" rating and a target price of $160.

Boeing (BA)

Boeing's commercial aircraft production rates are stabilizing, increasing investor confidence despite past disruptions. BofA analysts highlight the improvement in the company's operational performance, stating, "Stable production is critical for gaining momentum throughout the year." BofA has set a "BUY" rating and a target price of $270 for Boeing shares.

In conclusion, Bank of America's analyses reveal investment opportunities for 2026. These stocks may provide new opportunities for investors as sectors reshape and economic dynamics evolve.