In this article, we will look at the 10 Stocks That Will Go To The Moon in 2026.
2026 is said to be an inflection point in the AI trade. To discuss this, Dan Ives, Wedbush Securities, joined CNBC television on December 20. He noted that analysts like himself believe 2026 to be an inflection point mainly due to the monetization of the AI revolution, particularly on the software side. Ives highlighted that the use cases of AI have now started to present themselves in software offerings and agentic products.
Ives had released a note earlier, highlighting that tech stocks can be up over 20% in 2026. He elaborated that he expects large-cap tech stocks, specifically the Mag Seven, to be up more than 20%. He highlighted that stocks like Microsoft and Google can be up 30% to 40%. Ives elaborated that there’s more than $3 trillion to $4 trillion, which will be spent in the next 3 to 4 years, and this is just the start of the next phase in the AI trade. He noted that now the tech companies are entering cross-infrastructure and cross-cybersecurity deals, thereby further improving the case for AI. Ives sees the sell-off in some of the big names as a perfect buying opportunity.
With that, let’s take a look at the 10 Stocks That Will Go To The Moon in 2026.
Our Methodology
To curate the list of 10 Stocks That Will Go To The Moon in 2026, we used the Finviz stock screener, CNN, and Insider Monkey’s Q3 2025 hedge fund database. Using the screener, we aggregated a list of stocks for which analysts see more than 50% upside. Next, we cross-checked the upside potential from CNN and ranked the stocks in ascending order of the number of hedge fund holders sourced from Insider Monkey’s database. Please note that the data was recorded on December 19, 2025.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Stocks That Will Go To The Moon in 2026
10. BioNTech SE (NASDAQ:BNTX)
Analyst Upside Potential: 53.64%
Number of Hedge Fund Holders: 24
BioNTech SE (NASDAQ:BNTX) is one of the Stocks That Will Go To The Moon in 2026. On December 18, BioNTech SE (NASDAQ:BNTX) announced the closing of its acquisition of CureVac N.V. (NASDAQ:CVAC), which is another mRNA-focused biotech firm from Mainz, Germany.
Management noted that the deal had closed after the expiration of the subsequent offering period in exchange for CureVac’s shares. As a result, the company now holds a majority stake in CureVac. This enables the company to integrate CureVac’s pipeline for oncology and infectious diseases.
In another update, on December 11, H.C. Wainwright reiterated a Buy rating on BioNTech SE (NASDAQ:BNTX) with a $140 price target.
The bullish sentiment is based on the interim data from a Phase 2 trial testing Pumitamig (BNT327/BMS-986545), which is a bispecific antibody that targets both PD-L1 and VEGF-A. The treatment is being tested for patients with triple-negative breast cancer (TNBC). The results showed strong anti-tumor activity and tolerable safety. Management noted that the results support advancing to a Phase 3 trial called ROSETTA-BREAST-01.
H.C. Wainwright noted that the trial showed an impressive 72% overall response rate along with 62% confirmed ORR in first-line and second-line TNBC patients. The firm added that these impressive results derisk the ongoing phase 3 trials, suggesting the strong potential of Pumitamig plus chemotherapy becoming a treatment for first-line TNBC patients with PD-L1 expression.
BioNTech SE (NASDAQ:BNTX) is a German biotechnology company that develops and commercializes novel immunotherapies and vaccines for cancer and infectious diseases. It is widely recognized for creating the first approved mRNA-based drug, the Pfizer-BioNTech COVID-19 vaccine, sold under the brand name Comirnaty.
9. IonQ, Inc. (NYSE:IONQ)
Analyst Upside Potential: 50.58%
Number of Hedge Fund Holders: 30
IonQ, Inc. (NYSE:IONQ) is one of the Stocks That Will Go To The Moon in 2026. On December 17, IonQ, Inc. (NYSE:IONQ) announced expanding its agreement with QuantumBasel. The extension in the contract allows QuantumBasel to extend ownership of the company’s Forte Enterprise system and a next-generation Tempo system.
Management noted that as a result of this contract extension, the total value of the contract between the two entities is over $60 million. Moreover, this also allows the company to stay in Switzerland for four more years. QuantumBasel acts as IonQ, Inc.’s (NYSE:IONQ) official European Innovation Center, giving companies, universities, and researchers hands-on access to the company’s advanced quantum hardware. The expansion includes new joint research on optimizing large language models and hybrid quantum-classical methods.
That said, on December 17, Antonie Legault from Wedbush initiated coverage of IonQ, Inc. (NYSE:IONQ) with a Buy rating and a $60 price target. Earlier on December 16, Richard Shannon from Craig-Hallum also reiterated a Buy rating on the stock without disclosing any price targets.
Legault from Wedbush noted that the company’s 25 years of research have emerged in a unique and powerful architecture. The firm highlighted that although the technology is new and the adoption remains limited, the company has developed a strong sales pipeline. The firm highlighted that the sales of IonQ, Inc. (NYSE:IONQ) have nearly doubled from 2023 to 2024, and 2025 is expected to see sales doubling again.
IonQ Inc. (NYSE:IONQ) develops quantum computers and networks in the US.
8. Credo Technology Group Holding Ltd (NASDAQ:CRDO)
Analyst Upside Potential: 53.20%
Number of Hedge Fund Holders: 56
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Stocks That Will Go To The Moon in 2026. Credo Technology Group Holding Ltd (NASDAQ:CRDO) is down 12.27% since the release of its fiscal Q2 2026 earnings on December 1. However, Wall Street maintains a positive outlook.
Recently, on December 16, Vivek Arya from Bank of America Securities reiterated a Buy rating on the stock, but lowered the price target from $240 to $200. Earlier on December 2, Sean O’Loughlin from TD Cowen also reiterated a Buy rating on the stock and raised the price target from $190 to $240.
During FQ2 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) grew its revenue by 272.08% year-over-year to $268.03 million, surpassing estimates by $33.03 million. Moreover, the EPS of $0.67 also topped the estimates by $0.17. Management noted the quarter to be the strongest in the company’s history, driven by growth in their core AEC and IC franchises.
Analyst Sean O’Loughlin of TD Cowen noted that the quarterly performance exceeded even the most optimistic estimates. The company has also given massive guidance for the January quarter, which the analyst believes resets expectations and suggests future growth and expansion into new markets.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) provides high-speed connectivity solutions that overcome bandwidth limitations in data infrastructure, focusing on power-efficient technologies for surging data rates.
7. Nebius Group N.V. (NASDAQ:NBIS)
Analyst Upside Potential: 73.26%
Number of Hedge Fund Holders: 65
Nebius Group N.V. (NASDAQ:NBIS) is one of the Stocks That Will Go To The Moon in 2026. On December 17, Nebius Group N.V. (NASDAQ:NBIS) announced the launch of Nebius AI Cloud 3.1, thereby enhancing the company’s full-stack AI cloud performance.
Management noted that Nebius AI Cloud 3.1 focuses on next-gen NVIDIA Blackwell Ultra compute, operational transparency, developer tools, and strengthened security. Version 3.1 builds upon the foundations of Nebius AI Cloud “Aether”. Moreover, the company is also deploying NVIDIA Blackwell Ultra infrastructure internationally. Thereby making it Europe’s first cloud with production deployments of NVIDIA GB300 NVL72 and NVIDIA HGX B300 systems. These systems run on an 800 Gbps NVIDIA Quantum-X800 InfiniBand interconnect that has the potential to double throughput for distributed workloads.
In addition, the release also features new management tools, including Capacity Blocks and a real-time Capacity Dashboard. Management noted that these upgrades allow customers to view GPU availability across data center regions. Management expects the latest version to lower barriers for AI developers, which will help Nebius Group N.V. (NASDAQ:NBIS) expand its appeal in the biotech and SaaS AI applications.
Nebius Group N.V. (NASDAQ:NBIS) builds full-stack AI infrastructure, including GPU clusters, cloud platforms like Nebius AI Cloud, and developer tools to support global AI workloads from training to inference.
6. Core Scientific Inc. (NASDAQ:CORZ)
Analyst Upside Potential: 69.87%
Number of Hedge Fund Holders: 68
Core Scientific Inc. (NASDAQ:CORZ) is one of the Stocks That Will Go To The Moon in 2026. Core Scientific Inc. (NASDAQ:CORZ) has fallen more than 19.34% since the release of its fiscal Q3 2025 earnings. However, Wall Street maintains a positive outlook on the stock with analysts’ 12 month price target suggesting more than 69% upside from the current level.
Recently, on December 18, Gregory P Miller from Citizens JMP upgraded the stock from Hold to Buy, while keeping the price target the same at $30. Earlier on December 1, Gautam Chhugani from Bernstein reiterated a Buy rating on the stock with a price target of $24.
The analyst from Citizens noted that the improved outlook is based on the company’s robust growth prospects. He highlighted that the price target of $30 reflects roughly 9 times the company’s estimated 2027 EV/EBITDA ratio. He added that the strong pipeline of Core Scientific Inc. (NASDAQ:CORZ) provides it with a solid foundation to improve its HPC segment by securing more agreements.
In addition, Miller also highlighted that the company is strategically placed to capture the accelerating demand for HPC infrastructure in a market characterized by immense power constraints.
Looking ahead, Core Scientific Inc. (NASDAQ:CORZ) is set to release its fiscal Q4 2025 results on February 27. Wall Street expects the company to post $108.48 million in revenue along with a GAAP EPS of negative $0.14, reflecting significant improvement from the negative -0.46 EPS during the third quarter of 2025.
Core Scientific, Inc. (NASDAQ:CORZ) is a digital asset mining company that offers infrastructure, software, and hosting solutions across the US. It operates through self-mining, hosted mining, and HPC hosting segments. It provides data center facilities, miner deployment & management, and essential infrastructure services to support blockchain transactions and digital asset operations.
5. Coinbase Global, Inc. (NASDAQ:COIN)
Analyst Upside Potential: 59.11%
Number of Hedge Fund Holders: 73
Coinbase Global, Inc. (NASDAQ:COIN) is one of the Stocks That Will Go To The Moon in 2026. On December 19, Mizuho Securities reiterated a Neutral rating on Coinbase Global, Inc. (NASDAQ:COIN) with a $280 price target. Earlier on December 17, Brett Knoblauch from Cantor Fitzgerald reiterated a Buy rating on the stock but lowered the price target from $459 to $320.
The analyst at Mizuho highlighted the company’s diversification, which it believes has worked perfectly for Robinhood. However, the firm remains cautious about the company’s ability to execute its strategy and the impact it might have on the revenue. This diversification includes expansion beyond crypto, including commission-free trading, prediction markets, robo-advisors, and custom stablecoins.
That said, Mizuho also raised concerns about the increasingly commoditized nature of prediction markets. Analysts at the firm believe that users might turn to funding the new features by selling existing crypto holdings, thereby increasing the risk of cannibalization of higher-margin crypto trading.
Similarly, Cantor Fitzgerald also highlighted the company’s evolution towards “Everything Exchange.” The firm highlighted that while the product announcements are good for the near-term revenue and profitability, the overall long-term estimates are slightly lower due to the recent decline in crypto sentiment.
Coinbase Global, Inc. (NASDAQ:COIN) is an American company that operates a platform for people and institutions to engage with crypto. It allows users to buy, sell, transfer, trade, stake, and store cryptocurrency assets.
4. Coupang, Inc. (NYSE:CPNG)
Analyst Upside Potential: 57.33%
Number of Hedge Fund Holders: 83
Coupang, Inc. (NYSE:CPNG) is one of the Stocks That Will Go To The Moon in 2026. On December 12, the Financial Times released a report noting that South Korea’s online retailer Coupang, Inc. (NYSE:CPNG) faced a major data breach, which impacted more than two-thirds of the country’s population. The report highlighted that the breach started in June, but the company only became aware of it in November.
According to the report, the company has been late in responding to the situation. The CEO of the company’s South Korea subsidiary resigned, but has not offered any statement or apology.
After the report, on December 12, Morgan Stanley lowered the price target on Coupang, Inc. (NYSE:CPNG) from $35 to $31, but maintained a Buy rating on the stock. The firm noted that the adjusted price target reflects the potential financial impact of the recent security breach. He added that the incident has raised questions regarding the required security improvements. The firm noted that the financial impact of this event is expected to be minimal, thus there’s only a slight adjustment in the price target. He added that despite the event, the long-term case for the company remains intact.
Coupang Inc. (NYSE:CPNG) is a technology and e-commerce company that provides retail, delivery, video streaming, and fintech services to customers. It is best known for its innovative logistics infrastructure and focus on rapid delivery through a network of fulfillment centers and last-mile delivery capabilities.
3. Roblox Corporation (NYSE:RBLX)
Analyst Upside Potential: 83.06%
Number of Hedge Fund Holders: 90
Roblox Corporation (NYSE:RBLX) is one of the Stocks That Will Go To The Moon in 2026. Roblox Corporation (NYSE:RBLX) faced a ban on December 3 from the Russian Communications watchdog Roskomnadzor. The ban is imposed over child safety concerns, which have resulted in annoyance from Russian users and also led to a rare protest.
However, recently, on December 17, Reuters reported that Roblox Corporation (NYSE:RBLX) has shown willingness to make the required changes for Russian users as it wants the ban to be lifted. As per the report, the Russian watchdog reported that representatives from the company had reached out to them expressing readiness to make the changes. Moreover, Roskomnadzor noted that if the company is willing to comply with the Russian law, then the organization will work with Roblox Corporation (NYSE:RBLX) as it does with any other organization to ensure child safety.
Reuters reported that a spokesperson of the company noted that the company is willing “to temporarily limit communication features in Russia and to revise our content moderation processes to address the legal requirements necessary to restore our community’s access to the platform.”
That said, Wall Street has a mixed outlook on the stock. Analysts 12 month average price target reflects more than 83% upside from the current levels. However, recently, on December 12, Mizuho Securities downgraded the stock from Buy to Hold and also lowered the price target from $145 to $100. Earlier on December 11, Matthew Cost from Morgan Stanley reiterated a Buy rating on the stock with a $170 price target.
Roblox Corporation (NYSE:RBLX) is an interactive entertainment company. It operates an immersive platform that enables users to create, share, and experience 3D virtual worlds and games.
2. Sea Limited (NYSE:SE)
Analyst Upside Potential: 60.70%
Number of Hedge Fund Holders: 102
Sea Limited (NYSE:SE) is one of the Stocks That Will Go To The Moon in 2026. On December 19, Scott Devitt from Wedbush reiterated a Buy rating on the stock, but lowered the price target from $190 to $170.
The analyst noted that the consumer internet sector had an impressive 2025, characterized by strong results. The firm highlighted that the sector’s returns in 2025 averaged roughly 23% across the 24 companies that the firm covers. This return was higher than the 19% return of NASDAQ during the year. Looking ahead, Scott Devitt sees 2026 to be another strong year for the internet segment as he sees investment diverging from the ongoing investment cycles. He highlighted that 2026 is set to be characterised by factors including AI monetization, AV disruption, and the growing adoption of agentic AI.
Looking ahead, Sea Limited (NYSE:SE) is set to release its fiscal Q4 2025 earnings on March 3, 2026. Wall Street expects the company to post $6.42 billion in revenue with a GAAP EPS of around $0.62.
In other news, on December 11, Sea Limited (NYSE:SE) announced signing a Memorandum of Understanding with OpenAI to advance the use of AI across Southeast Asia. The collaboration builds upon the initial MOU signed with OpenAI in August 2025. Now with the extended MOU, VIP subscribers in Indonesia, Thailand, and Vietnam get 3 months of free ChatGPT Plus. Thereby allowing them to access faster responses, early feature access, e.g., ChatGPT Agent, and advanced models.
Sea Limited is a Singapore-based consumer internet company operating three core businesses, including Shopee, SeaMoney, and Garena.
1. Oracle Corporation (NYSE:ORCL)
Analyst Upside Potential: 53.67%
Number of Hedge Fund Holders: 122
Oracle Corporation (NYSE:ORCL) is one of the Stocks That Will Go To The Moon in 2026. On December 19, Rishi Jaluria from RBC Capital reiterated a Hold rating on the stock with a $250 price target. Earlier on December 17, Citizens also maintained a Hold rating on the stock with a $342 price target.
The ratings come as on December 18, a report by Axios highlighted that TikTok is set to divest its US entity to a Joint Venture including Oracle Corporation (NYSE:ORCL), Silver Lake, and Abu Dhabi-based MGX. These three companies are said to have a collective 45% stake in the joint US entity, which will be called TikTok USDS Joint Venture LLC.
According to the report, the JV will be responsible for protecting US data, algorithms, and content moderation. Moreover, Oracle will act as a trusted security partner once the deal has been closed. The report values the deal at around $14 billion, and the deal is expected to close by January 22.
Analyst Rishi Jaluria noted that this deal is expected to significantly boost Oracle Corporation’s (NYSE:ORCL) Cloud Infrastructure revenue, easing concerns over customer concentration like OpenAI. Moreover, the company will also gain strategic access to TikTok’s data infrastructure and an equity stake in a highly valuable private asset.
Oracle Corporation (NYSE:ORCL) provides enterprise software, cloud computing, and database management systems, helping businesses manage data, applications, and IT infrastructure.
While we acknowledge the potential of ORCL 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 ORCL and that has 100x upside potential, check out our report about this cheapest AI stock.
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