Stock Power Watchlist for the Week of 16 February 2026

18 highest-scoring names based on our model.

18. Amphenol Corp ($APH) 🔻5️⃣
Amphenol Corporation offers diversified exposure to connectors and sensors across autos, industrial and datacom, with long‑range forecasts pointing to steady but moderate price appreciation that could be constrained if its high earnings multiple compresses.

17. Visa Inc ($V) ⚪️
Visa Inc has 2026 projections targeting roughly $395 per share (low‑teens percent above recent levels), underpinned by revenue estimates around $45B and EPS near $13, although these forecasts assume resilient global spending and support for its mid‑20s–30x P/E.

16. Cisco Systems ($CSCO) ⚪️
Cisco Systems, Inc. provides defensive tech exposure with stable cash flows and a covered dividend from its networking and security businesses. Still, most models now assume only low single-digit revenue growth, compared with higher‑beta AI peers.

15. ASML Holding ($ASML) 🔻1️⃣
ASML Holding N.V. remains the sole supplier of leading‑edge EUV systems, and 2026–2028 projections still assume rising shipments and high margins as AI and HPC fab build‑outs continue, yet today’s valuation already discounts optimistic long‑term demand.

14. Eli Lilly ($LLY) 🔻2️⃣
Eli Lilly and Company posted 2025 revenue of about $65.2B—up roughly 45%—with GLP‑1 drugs generating $36.5B and 56% of sales, and it now guides 2026 revenue to $80–$83B and non‑GAAP EPS up more than 40%, although such rapid growth is already reflected in a rich valuation and faces pricing headwinds.

13. Applied Materials ($AMAT) 🔻6️⃣
Applied Materials, Inc. continues to benefit from strong AI and memory capex; independent forecasts still point to healthy multi‑year revenue and earnings growth into 2027, though results would likely weaken if wafer‑fab investment slows.

12. Lam Research ($LRCX) 🔻3️⃣
Lam Research Corporation’s share price has surged about 165% over the last year, with Q1 FY26 revenue up 28% year‑on‑year to $5.32B and non‑GAAP EPS beating consensus by 4.1%. Still, consensus also notes that at this level, the stock is vulnerable if AI‑driven tool demand or margins normalise.

11. Celestica Inc ($CLS) ⬆️2️⃣
Celestica Inc has been a notable beneficiary of AI and data-centre hardware demand in 2025, with analysts modelling continued revenue growth from complex electronics manufacturing. Still, its sharp recent run‑up leaves little room for execution missteps.

10. Boeing Co ($BA) 🔻1️⃣
The Boeing Company offers potential upside from a multi‑year recovery in commercial deliveries and defence programmes, yet ongoing safety, regulatory and balance‑sheet issues make it a higher‑risk turnaround, with forecasts carrying considerable uncertainty.

9. Apple Inc ($AAPL) ⚪️
Apple Inc’s 2025 results, including better‑than‑expected Q3 and strong Q4 demand for iPhone 17 and services, support mid‑single‑digit revenue growth assumptions, but regulators and maturing hardware cycles cap longer‑term growth in many models.

8. Meta Platforms ($META) ⬆️2️⃣
Meta Platforms, Inc. is projected to deliver high‑teens percentage upside over the recent 12-month period as AI‑driven ad tools, Reels monetisation, and cost controls support earnings, though returns remain sensitive to digital‑ad cycles and regulatory risk.

7. Micron Technology ($MU) 🔻1️⃣
Micron Technology, Inc. beat fiscal Q1 expectations with $13.64B revenue and guided Q2 revenue to about $18.7B and EPS around $8.42 as AI memory demand leaves capacity effectively sold out through 2026, but memory’s history of sharp cycles means future earnings could still be volatile.

6. Taiwan Semiconductor ($TSM) ⚪️
Taiwan Semiconductor Manufacturing Company Limited appears in 2026–2036 forecasts, placing its share price in the low‑$300s if it sustains process leadership and AI chip demand. Yet, geopolitical and industry cycles could cause substantial deviations from these projections.

5. Amazon.com Inc ($AMZN) 🔻1️⃣
Amazon.com, Inc. is widely modelled as a long‑term compounder, with AWS and retail efficiency expected to drive mid‑teens revenue growth and margin expansion into 2027, although heavy AI and logistics investment can keep near‑term free‑cash‑flow uneven.

4. Broadcom Inc ($AVGO) 🔻6️⃣
Broadcom Inc is expected to grow free cash flow across many 2026–2030 forecasts via AI networking, custom accelerators, and infrastructure software. Still, its cyclical chip exposure and strong recent rally imply that actual returns could be more volatile than smooth modelled paths suggest.​

3. Microsoft Corp ($MSFT) ⬆️2️⃣
Microsoft Corporation is projected by analysts to grow EPS at a mid‑teens rate over the next few years as Azure and Copilot‑driven AI scale, yet its elevated valuation and dependence on enterprise IT budgets make it sensitive to any slowdown in AI or cloud spending.

2. NVIDIA Corp ($NVDA) ⬆️2️⃣
NVIDIA Corporation traded just under $200 in early January, and one AI‑based scenario places a base‑case late‑January 2026 range around $240–$260 with longer‑term 2026 forecasts pointing above $300 if AI demand stays very strong, but these projections are uncertain and subject to macro and competitive risks.

1. Alphabet Inc ($GOOGL)🔻4️⃣
Alphabet Inc’s Class A shares feature in 2025–2030 projections showing steady appreciation backed by Search, YouTube, and cloud/AI, though current prediction tools see only mid‑single‑digit near‑term moves, highlighting uncertainty around the timing, not just the direction of returns.

Key
⚪ = No change vs last week
⬆️3️⃣ = +3 points vs last week
🔻6️⃣ = -6 points vs last week