In this article, we will discuss: 10 Best ARK Stocks to Buy Right Now.
On January 15, Cathie Wood, in her Outlook for 2026, said that the US economy has formed a “coiled spring,” referencing ARK Investment Management analysis. She added that “despite sustained real GDP growth,” a rolling recession has hurt housing, manufacturing, and non-AI investment. Cathie said that Federal Reserve tightening drove rates from 0.25% to 5.5%, causing sectors to contract, while existing home sales plunged 40% to 3.5 million, according to National Association of Realtors data given by ARK. Based on ISM PMI data, manufacturing has contracted for around three years. Wood cited University of Michigan data to claim that low and middle-income sentiment had reached levels not seen since the early 1980s.
Wood predicted that deregulation, lower taxes, and lower inflation might spark a recovery, with real disposable income growth reaching 8.3%. Oil prices declined by around 53% from their peak in 2022, while productivity rose by 1.9%. She said that AI training costs are reducing by 75% each year, with GDP growth projected at 6% to 8%.
With that said, here are the 10 Best ARK Stocks to Buy Right Now.
Cathie Wood of ARK Investment Management
Methodology:
To curate our list of Cathie Wood’s 10 best ARK stocks, we scanned ARK Investment Management’s Q1 2026 13F filings, using Insider Monkey’s 13F database. We have limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. The stocks are ranked in ascending order of ARK Investment Management’s stake value.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Twist Bioscience Corporation (NASDAQ:TWST)
ARK Investment Management’s Stake Value: $301,406,681
Twist Bioscience Corporation (NASDAQ:TWST) is among the Best ARK Stocks.
On May 4, Twist Bioscience Corporation (NASDAQ:TWST) expanded its clonal genes portfolio with an early access launch of “Complex Genes,” the company said. The firm added support for longer and more structurally complex DNA sequences.
Complex Genes increases maximum gene length to 7,000 base pairs while allowing acceptance of about 99.5% of clonal gene orders and 99.9% of all DNA products, the company said. It targets sequences historically difficult to produce at scale.
Twist Bioscience Corporation (NASDAQ:TWST) CEO Emily Leproust said researchers need partners that “consistently deliver genes rapidly at scale and with more complex sequences.” The CEO added that the expansion allows the firm to accept a broader range of designs and accelerate discovery timelines.
The company said the capability supports AI-powered drug discovery and nucleic acid therapeutics, where precise synthesis of complex sequences remains critical.
Twist Bioscience Corporation (NASDAQ:TWST) is developing a patented semiconductor-based synthetic DNA production technique. It operates in the Americas, EMEA, and APAC.
9. Roku, Inc. (NASDAQ:ROKU)
ARK Investment Management’s Stake Value: $361,486,706
On May 11, Baird raised its price target on Roku, Inc. (NASDAQ:ROKU) to $160 from $130. It maintained an “Outperform rating” on the shares.
On May 1, Reuters reported that Roku, Inc. (NASDAQ:ROKU) lifted its full-year platform revenue outlook, now expecting 21% growth to $5 billion compared to a prior 18% forecast. This sent shares up 10% in extended trading. The firm also reported first-quarter platform revenue rising by 28% to $1.13 billion and beating LSEG estimates of $1.01 billion as advertisers shifted spending toward connected TV.
The company also surpassed 100 million streaming households globally, Reuters said, showing broader changes in viewing habits and ad allocation.
At the same time, Reuters added device revenue dropped by 16% year over year to $118 million, with Roku, Inc. (NASDAQ:ROKU) warning that higher memory costs will weigh on margins in the second half.
Roku, Inc. (NASDAQ:ROKU) is a TV streaming platform. It operates in the Platform and Devices segments.
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