As the new year approaches, investors are seeking insights into potential stock picks that could perform well in 2026. Nancy Tengler, Chief Investment Officer and CEO of Laffer Tengler Investments, a firm managing over $600 million, has released her updated list of recommended stocks, highlighting a mix of established names across various industries.
Tengler’s selection includes notable companies known for their strong performances and strategic growth initiatives, with a keen focus on technology, retail, and infrastructure sectors.
One of her top picks is Walmart, which is transitioning from the New York Stock Exchange to Nasdaq as part of a rebranding strategy. The retail giant has successfully integrated artificial intelligence into its operations, driving revenue growth at 6% and e-commerce growth at an impressive 27%. Walmart’s ability to capture market share across grocery, apparel, and general merchandise has positioned it favorably in a K-shaped economy, serving both low- and high-income consumers. Despite market volatility, Walmart shares have surged 27% this year.
Another standout on Tengler’s list is Advanced Micro Devices (AMD), which has capitalized on the AI boom and is up 76% year-to-date. Under the leadership of CEO Lisa Su, AMD has captured a significant share of the high-tech chip hardware market. Tengler emphasized AMD’s strong lineup of chips designed for inferencing, predicting that the company is uniquely positioned for future growth as demand shifts in the tech landscape.
Tengler remains bullish on Tesla, which, despite some lag compared to other high-performing stocks, continues to be seen as a key player during a technological revolution. She cites the company’s advancements in full self-driving technology and humanoid robotics as critical drivers for growth over the next decade. Tengler believes that Tesla’s dedicated retail investor base adds to its potential for continued success.
The cybersecurity company Crowdstrike Holdings also makes Tengler’s list, having reported strong earnings with a 22% revenue increase year-over-year. The stock has appreciated by 48% this year, and despite its high valuation, Tengler anticipates further growth as the company continues to leverage AI and evolve its cybersecurity platform.
On the infrastructure front, Quanta Services has performed well, with stock prices rising by 46% this year. This company, a leader in electric power infrastructure, is well-positioned to benefit from trends in electrification and domestic manufacturing. Tengler is optimistic about the company’s ability to sustain double-digit earnings growth, fueled by infrastructure modernization and energy storage initiatives.
Finally, D.R. Horton, a notable homebuilder, stands out among the predominantly tech-focused recommendations. Tengler projects a recovery in the housing market, driven by economic policies aimed at improving real estate conditions. Despite facing challenges earlier this year, D.R. Horton stock has gained momentum in the latter half, reflecting confidence in the housing sector’s potential resurgence.
Overall, Tengler’s six recommended stocks for 2026 highlight a strategic approach, blending tech giants with companies looking to capitalize on evolving market trends.
