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.
8. Teradyne, Inc. (NASDAQ:TER)
ARK Investment Management’s Stake Value: $369,128,978
On April 30, Morgan Stanley analyst Shane Brett bumped up its price target on Teradyne, Inc. (NASDAQ:TER) to $387 from $376. It maintained an “Equal Weight” rating on the shares. The analyst said that estimates moved higher, though “bull case networking expectations will have to be tempered.”The firm remains marginally more bullish than negative while still backing the underlying fundamentals.
On April 29, Reuters reported Teradyne, Inc. (NASDAQ:TER) estimated second quarter revenue between $1.15 billion and $1.25 billion, behind its first quarter $1.28 billion. The company expects adjusted EPS to be $1.86 to $2.15 compared to $2.56 posted in Q1. Shares dropped more than 8% in extended trading.
Reuters reported that first-quarter revenue jumped by 87% year over year because of AI-linked semiconductor demand, yet the sequential slowdown reset expectations. The company also recently acquired TestInsight, growing its semiconductor test software capabilities.
Teradyne, Inc. (NASDAQ:TER) develops and sells automatic test systems. It operates in three business segments: Semiconductor Test, Robotics, and All Other.
7. Coinbase Global, Inc. (NASDAQ:COIN)
ARK Investment Management’s Stake Value: $414,329,300
On May 5, Bloomberg reported that Coinbase Global, Inc. (NASDAQ:COIN) will cut about 14% of its workforce as it moves to manage costs and adapt to AI-driven changes. Roughly 700 roles will go, with most reductions landing in the second quarter and restructuring charges reaching up to $60 million.
CEO Brian Armstrong framed the shift bluntly, writing on X that “two forces are converging at the same time,” noting volatile markets and AI, while adding the company must respond “front-footed.” Then followed the structural reset with fewer management layers, smaller teams, and even single-person units that combined engineering, design, and product functions.
Bloomberg said Coinbase Global, Inc. (NASDAQ:COIN) previously reported revenue tumbling 20% in Q4 while posting a $667 million net loss, as falling token prices drained trading activity.
Mizuho analyst Dan Dolev said “the crypto winter is probably the real reason,” calling AI “an easy excuse,” Bloomberg reported.
Coinbase Global, Inc. (NASDAQ:COIN) provides a trusted platform that serves as a compliant on-ramp to the on-chain economy, allowing users to engage in a wide range of activities with their crypto assets through proprietary and third-party product experiences that are enabled by access to decentralized applications.
6. Circle Internet Group (NYSE:CRCL)
ARK Investment Management’s Stake Value: $430,249,668
On May 11, Bloomberg reported that Circle Internet Group (NYSE:CRCL) reported first-quarter revenue surging by 20% to $694 million, while net income slipped by 15% to $55 million as crypto market volatility weighed on earnings. USDC stablecoin circulation grew 28% to $77 billion, even as reserve returns eased to 3.5%, missing expectations of 3.56%, the report said.
Bloomberg reported that operating costs moved higher and compensation pressures built, causing the profit drop. Adjusted earnings before taxation still went up by 24% to $151 million, beating estimates of $137.9 million. CEO Jeremy Allaire said the quarter showed “strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic operating systems into a new internet stack.” This showed Circle Internet Group (NYSE:CRCL)’s push to develop AI-linked payments.
Allaire also underlined stablecoins as “the native currency of machine-to-machine commerce,” even as analysts warned that DeFi hacks and evolving capital flows could pressure adoption, Bloomberg reported.
Circle Internet Group (NYSE:CRCL) is a financial technology firm. It allows businesses of all sizes to benefit from the power of digital currencies and public blockchains for payments, commerce, and financial applications globally.
While we acknowledge the potential of CRCL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRCL and that has 100x upside potential, check out our report about the cheapest AI stock.
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