When investing, your capital is at risk. The value of investments can go down as well as up, and you may get back less than you put in. The content of this article is for information purposes only and does not constitute personal advice or a financial promotion.
19 Stocks to Watch 💸
The 19 highest-scoring names based on our model.
Weekly Stock Power Watchlist for 02 March 2026
19. Applied Materials ($AMAT)
Applied Materials, Inc. continues to benefit from elevated AI and memory wafer‑fab spending, with independent forecasts still pointing to multi‑year revenue and earnings growth, although a reversal in capex plans would likely hit both results and its roughly 30x earnings multiple.
18. Lam Research ($LRCX)
Lam Research Corporation’s share price has risen about 165% over the past year, supported by Q4 2025 revenue up 28% year‑on‑year to $5.32B and non‑GAAP EPS beating consensus by 4.1%, and further underpinned by analyst price‑target upgrades into the $195–$210 range, but this leaves the stock exposed if AI‑driven tool demand or margins normalise.
17. Celestica Inc ($CLS)
Celestica Inc has been a major 2025–26 beneficiary of AI and data‑centre hardware demand, with sizeable revenue growth and margin expansion already reflected in a strong share‑price run‑up, so future returns now depend on sustaining AI‑related orders at elevated levels.
16. Bristol‑Myers Squibb ($BMY)
Bristol‑Myers Squibb Company is generally held for income and defensive healthcare exposure, with consensus modelling modest earnings progression through patent cycles, so expectations should centre on stability rather than high growth.
15. Verizon Communications ($VZ)
Verizon Communications Inc offers a high dividend yield underpinned by telecom cash flows and 5G monetisation, but forecasts show only limited growth and highlight regulatory and competition risk, making it more suited to income‑seeking than growth‑seeking investors.
14. Walmart Inc ($WMT)
Walmart Inc remains a defensive compounder, with models pointing to mid‑single‑digit sales growth from grocery, value positioning and e‑commerce, plus a reliable dividend, though recent strength in the share price limits immediate valuation upside.
13. ASML Holding ($ASML)
ASML Holding N.V. expects EUV sales to rise about 30% in 2025 on AI and memory demand, and Zacks’ 2025 revenue estimate implies roughly 24% growth. Yet management also notes that 2026 visibility is clouded by macroeconomic, export controls, and tariff risks, so while long‑term demand drivers are strong, near‑term cycles and geopolitics introduce risk.
12. Taiwan Semiconductor ($TSM)
Taiwan Semiconductor Manufacturing Company Limited features in 2026–2036 forecasts, placing its share price in the low‑$300s if it maintains process leadership and AI chip demand. Still, geopolitical tensions and semiconductor cycles mean realised returns could diverge significantly from these projections.
11. Visa Inc ($V)
Visa Inc has 2026 forecasts targeting roughly $395 per share (low‑teens percent above recent levels), built on revenue estimates near $45B and EPS around $13, but these projections and its mid‑20s–30x P/E assume resilient global spending and manageable regulatory pressures.