Seven equities are gaining traction among analysts due to robust earnings growth forecasts, with Alphabet (GOOGL) trading near a key buy level. The momentum reflects growing confidence in corporate profitability and tech sector resilience.
- Seven stocks are highlighted by analysts for projected earnings growth exceeding 20% in FY2026
- Alphabet (GOOGL) trades within 3% of a consensus target price tied to 28% EPS growth
- One semiconductor firm (SMIC) raised FY2026 EPS forecast by 35% due to data center demand
- An e-commerce platform (ZM) forecasts 41% year-over-year EPS growth from international and subscription revenue
- Institutional buying increased 17% in the past two weeks for three of the seven stocks
- Analyst buy recommendations for two top picks rose 22% since January 2026
A select group of seven publicly traded companies has emerged as top picks among analysts, driven by compelling earnings growth projections for the coming fiscal year. These firms, spanning technology, healthcare, and consumer discretionary sectors, are projected to deliver revenue expansions exceeding 20% annually, with several forecasting earnings per share (EPS) growth rates above 30%. Among them, Alphabet Inc. (GOOGL) stands out, with its stock currently trading within 3% of a consensus target price that reflects a 28% projected EPS increase for FY2026. The bullish sentiment is anchored in strong forward guidance, improving margins, and strategic investments in AI and automation. For example, one semiconductor leader (ticker: SMIC) has revised its full-year earnings forecast upward by 35%, citing increased demand from data center infrastructure and automotive applications. Similarly, a leading e-commerce platform (ticker: ZM) is projected to achieve 41% year-over-year EPS growth, fueled by international expansion and subscription revenue gains. Market reaction has been notable: the S&P 500 has risen 1.7% over the past week, with the technology sector outperforming by 2.3%. Institutional investors have increased positions in three of the seven names, with net buying activity rising 17% in the last 14 days. Retail traders are also showing interest, particularly in the two stocks with the highest analyst upgrade counts—both of which have seen a 22% increase in buy recommendations since the start of the year. The broader implications suggest strengthening corporate health and investor confidence in long-term growth. Companies in the group are also benefiting from reduced input cost pressures and favorable macroeconomic trends, including lower-than-expected inflation and stable interest rate environments.