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Very Bullish +85

10 Stocks That Could Skyrocket in 2026 - Insider Monkey

📈 BlackRock, Inc. was upgraded to Buy by UBS with a $1,280 price target following strong Q4 performance and net inflows of $342 billion.

💰 Full-year revenue for BlackRock rose 19% year-over-year to $24.0 billion, while operating income increased 18% to $9.6 billion.

📉 EPS reached $48.09 for the year, up 10%, with Q4 EPS of $13.16 also reflecting 10% growth compared to the prior period.

🤝 BlackRock returned a record $5.0 billion to shareholders through dividends and share repurchases in 2025, enhancing its investment case.

📉 The board approved a 10% increase to the Q1 2026 dividend and raised planned 2026 share repurchases to $1.8 billion.

🗣️ BTIG lowered its price target on Zoom Communications, Inc. from $105 to $100 while maintaining a Buy rating based on recent performance.

📈 Zoom reported Q4 FY26 revenue of $1.25 billion, representing 5.3% year-over-year growth, exceeding the high end of guidance by $12 million.

💵 Full-year FY26 revenue for Zoom increased 4.4%, marking a 130 basis point acceleration relative to FY25 with FY27 expected to exceed $5.06 billion.

🔄 Under its $3.7 billion share repurchase authorization, Zoom repurchased 3.8 million shares for approximately $324 million in Q4 and 36.3 million shares year-to-date.

💹 The combination of steady revenue acceleration, expanding enterprise traction, and substantial free cash flow supports an improving fundamental outlook.

Bullish Signals
  • On February 23, UBS upgraded BlackRock, Inc. (NYSE:BLK) to Buy from Neutral with a $1,280 price target, reflecting strong Q4 performance and constructive management commentary.
  • BlackRock delivered full-year net inflows of $698 billion in 2025, including $342 billion in Q4 alone, signaling robust demand for its investment services.
  • Full-year revenue rose 19% year-over-year to $24.0 billion, while operating income increased 18% to $9.6 billion, demonstrating powerful earnings momentum.
  • BlackRock returned a record $5.0 billion to shareholders through dividends and share repurchases in 2025, with a board-approved 10% increase to the Q1 2026 dividend.
  • Under its $3.7 billion share repurchase authorization, Zoom Communications, Inc. (NASDAQ: ZM) repurchased 36.3 million shares for roughly $2.7 billion year-to-date to offset dilution.
  • Zoom reported Q4 FY26 revenue of $1.25 billion, exceeding analyst guidance by $12 million and marking a 130 basis point acceleration relative to FY25.
  • Zoom's full-year FY26 free cash flow rose 6.4% to $1.9 billion, highlighting strong cash generation and supporting its risk-reward profile.
Risk Factors
  • On February 26, BTIG lowered the firm's price target on Zoom Communications from $105 to $100 while maintaining a Buy rating.
  • BTIG cited that despite solid Q4 performance, they see potential constraints in growth acceleration relative to prior expectations.
  • The downgrade in price target by an analyst suggests the stock may be overvalued at current levels or face near-term headwinds not reflected in the headline growth numbers.
Full Analysis
Published on March 3, 2026 by Insider Monkey, this article outlines 10 stocks identified as having high upside potential for 2026, utilizing screeners to select companies with at least 20% average upside potential and recent noteworthy developments. The publication emphasizes that investing in such stocks aims to capture asymmetric rewards where intrinsic value appears substantially higher than the current market price, often occurring when companies reach an inflection point of accelerating earnings, expanding margins, or benefiting from industry tailwinds. The analysis prioritizes risk-adjusted returns, noting that credible projections of 20% to 60% appreciation based on realistic assumptions allow investors to achieve outperformance without flawless execution, while diversified portfolios can benefit significantly from a handful of strong outperformers. The first stock highlighted is BlackRock, Inc. (NYSE:BLK), which was upgraded by UBS on February 23 from Neutral to Buy with a $1,280 price target. The upgrade reflects strong Q4 performance and constructive management commentary, with analysts citing durable management fee growth and expanding margins that could support low-to-mid-teens earnings growth. BlackRock reported Q4 2025 full-year net inflows of $698 billion, including $342 billion in the quarter alone, alongside a 19% year-over-year revenue rise to $24.0 billion and EPS reaching $48.09 for the year. The company returned a record $5.0 billion to shareholders through dividends and share repurchases in 2025 and increased its Q1 2026 dividend by 10%, alongside plans for $1.8 billion in planned 2026 share repurchases plus an additional 7 million shares authorized for purchase. The second stock detailed is Zoom Communications, Inc. (NASDAQ:ZM), where BTIG lowered its price target on February 26 to $100 while maintaining a Buy rating due to solid Q4 performance and accelerating enterprise revenue growth. Zoom reported Q4 FY26 revenue of $1.25 billion, representing 5.3% year-over-year growth, exceeding guidance by $12 million, with full-year FY26 revenue increasing 4.4% to mark a 130 basis point acceleration relative to FY25. The company expects FY27 revenue to exceed $5.06 billion at the midpoint, and free cash flow rose 6.4% to $1.9 billion in FY26. Under its $3.7 billion share repurchase authorization, Zoom repurchased 3.8 million shares for approximately $324 million in Q4 and 36.3 million shares for roughly $2.7 billion year-to-date, with management committed to offsetting dilution through continued buybacks. Founded in 2011 and headquartered in San Jose, Zoom is cited for its improving revenue mix and enterprise-focused strategy that supports an improving fundamental outlook.