Markets

Insider Trading

Hedge Funds

Retirement

Opinion

5 Best Counter Cyclical Stocks to Buy Right Now

In this article, we will list the 5 Best Counter Cyclical Stocks to Buy Right Now. Please visit 8 Best Counter Cyclical Stocks to Buy Right Now if you would like to see the extended list and the methodology behind it.

5. Kimberly-Clark Corporation (NASDAQ:KMB)

On April 15, 2026, Kimberly-Clark Corporation (NASDAQ:KMB) outlined the organizational structure and leadership for the combined company following its pending acquisition of Kenvue (KVUE). After closing, the business will be organized into four segments: North America, generating approximately $18.0B in annual sales; Asia Pacific Focus Markets, including Greater China, Australia / New Zealand, South Korea, and Indonesia, with about $4.3B in sales; Europe, Middle East, and Africa, or EMEA, with approximately $5.0B; and Enterprise Markets, covering Latin America, India, Southeast Asia, and Japan, generating around $4.3B. Hsu will remain Chairman and CEO, and the transaction is still expected to close in the second half of 2026, subject to regulatory approvals and customary conditions.

On April 13, 2026, Barclays analyst Lauren Lieberman lowered the price target on Kimberly-Clark Corporation (NASDAQ:KMB) to $99 from $105 and maintained an Equal Weight rating as part of a Q1 preview across consumer staples. Lauren Lieberman cited “growing caution” on the group ahead of earnings due to higher input costs and pointed to “building concerns” in food around dividend sustainability for certain companies.

Meanwhile, BofA reduced its price target on Kimberly-Clark Corporation (NASDAQ:KMB) to $120 from $130 and maintained a Buy rating, adjusting estimates ahead of earnings in the U.S. consumer staples group.

Kimberly-Clark Corporation (NASDAQ:KMB) manufactures and markets personal care products in the United States.

4. Merck & Co., Inc. (NYSE:MRK)

On April 21, 2026, Merck & Co., Inc. (NYSE:MRK) said the U.S. Food and Drug Administration approved Idvynso, a single-tablet regimen combining 100 mg doravirine and 0.25 mg islatravir, for the treatment of HIV-1 infection in adults. The therapy is intended to replace a current antiretroviral regimen in patients who are virologically suppressed on a stable regimen, with no history of treatment failure and no known resistance to doravirine. Idvynso is contraindicated with strong CYP3A enzyme inducers and with lamivudine or emtricitabine, and is expected to be available in pharmacies after May 11.

A day earlier, the company said the FDA granted priority review for two supplemental Biologics License Applications for KEYTRUDA and KEYTRUDA QLEX, each in combination with Padcev, for patients with muscle-invasive bladder cancer eligible for cisplatin-based chemotherapy, with a target action date of August 17. The applications are based on Phase 3 KEYNOTE-B15 data and, if approved, would expand use of the combinations as perioperative treatments regardless of cisplatin eligibility, building on existing approvals for patients ineligible for cisplatin-based chemotherapy. KEYTRUDA plus Padcev is already approved for locally advanced or metastatic urothelial cancer in the U.S., European Union, Japan, and other markets.

Last week, UBS analyst Michael Yee raised the firm’s price target on Merck to $145 from $130 and maintained a Buy rating as part of a Q1 preview across the pharmaceuticals and biotechnology group.

Merck & Co., Inc. (NYSE:MRK) operates as a healthcare company worldwide.

3. Newmont Corporation (NYSE:NEM)

On April 21, 2026, CIBC analyst Anita Soni lowered the price target on Newmont Corporation (NYSE:NEM) to $176 from $177 previously and maintained an Outperformer rating on the shares. The update comes as part of a Q1 preview across the gold and base metals group. Anita Soni said the roughly 20% selloff in gold from its January high, along with the “flip-flop” in Federal Reserve funds expectations, could “support a bounce in the asset’s price,” adding that current levels present a more attractive entry point. CIBC also adopted a more constructive stance on base metal equities, pointing to supply constraints as a source of ongoing tailwinds.

Meanwhile, National Bank downgraded Newmont Corporation (NYSE:NEM) to Sector Perform from Outperform with a price target of $130, down from $140 previously. The firm cited rising costs from higher diesel prices, a new tax framework in Ghana, and an operations pause at the Cadia mine. It also expects Q1 EBITDA to be affected by lower production at Boddington due to bushfires, scheduled downtime at Nevada Gold Mines, and higher operating costs in Ghana.

Newmont Corporation (NYSE:NEM) operates as a gold producer and also explores for copper, silver, lead, zinc, and other metals.

2. Agnico Eagle Mines Limited (NYSE:AEM)

On April 21, 2026, CIBC analyst Anita Soni lowered the price target on Agnico Eagle Mines Limited (NYSE:AEM) to $304 from $312 and maintained an Outperformer rating as part of a Q1 preview across the gold and base metals group. Anita Soni said the roughly 20% decline in gold from its January high, along with the “flip-flop” in Federal Reserve funds expectations, could “support a bounce in the asset’s price,” while noting a more constructive view on base metal equities driven by supply constraints. The firm also sees current levels as an attractive entry point.

On April 20, 2026, Agnico Eagle Mines Limited (NYSE:AEM) and B2Gold entered into a definitive agreement under which Agnico Eagle will acquire B2Gold’s 70% interest in the Fingold JV for $325M in cash, with Aurion waiving its right of first refusal. Upon completion, Agnico Eagle will own 100% of the Fingold JV, with the transaction expected to close in April 2026, subject to customary conditions. The companies also agreed to a non-exclusive collaboration focused on knowledge sharing across their operations in Nunavut.

On the same day, Agnico Eagle entered into a separate arrangement agreement to acquire all remaining outstanding common shares of Rupert not already owned, with each share to be exchanged for 0.0401 of an Agnico share plus contingent consideration of up to C$3.00 per share through a contingent value right tied to specified milestones. The upfront consideration is valued at approximately C$2,871M on a fully diluted basis and represents about a 67% premium to Rupert’s closing price on April 17. Each CVR has a 10-year term and provides up to C$3.00 in cash based on milestones tied to mineral reserves and production levels at the acquired properties. The transaction requires customary approvals, including court and shareholder approvals under applicable rules, and is expected to close early in the third quarter of 2026, after which Rupert is expected to be delisted from the TSX. Directors, executive officers, and certain shareholders representing 28.75% of Rupert shares have agreed to vote in favor of the transaction.

Agnico Eagle Mines Limited (NYSE:AEM) engages in the exploration, development, and production of precious metals.

1. Walmart Inc. (NASDAQ:WMT)

On April 16, 2026, Walmart Inc. (NASDAQ:WMT) announced the expansion of its Better Care Services platform as demand grows for weight management and overall health support, adding offerings that combine virtual care, nutrition services, and pharmacy access in a single experience. The platform connects customers to third-party providers alongside pharmacy services, nutrition insights, and delivery options, and now includes weight management support for those using or considering GLP-1 therapies. This builds on access to medications available through Walmart’s nearly 4,600 pharmacies nationwide. The company also introduced a redesigned GLP-1 digital destination on Walmart.com, aimed at helping customers explore related products and services and access medically reviewed nutrition guidance.

On the same day, Walmart Inc. (NASDAQ:WMT) announced plans to remodel 72 stores across Texas in 2026 as part of broader efforts to update both in-store and digital experiences. The upgrades include changes to layouts, technology, and services to enable faster and more convenient shopping, with delivery available in as little as an hour for most customers. The company said new and remodeled locations in Texas will feature expanded services such as free Pharmacy delivery for Walmart+ members, including on GLP-1s, and a store-based app designed to help customers navigate stores and book services like those at Auto Care Centers. Nationally, Walmart plans to remodel more than 650 Supercenters and Neighborhood Markets this year and has invested more than $2.5 billion over the past five years to upgrade stores in Texas. Separately, Walmart is preparing to open a new milk processing facility in Robinson, expected to create more than 400 jobs and supply milk across the South.

Earlier, on April 12, 2026, Guggenheim raised its price target on Walmart to $137 from $120 and maintained a Buy rating, citing scale, mix, value perception, and operational intensity as positioning the company for the “macro-related schizophrenia” reflected in shifting risk-on and risk-off market preferences.

Walmart Inc. (NASDAQ:WMT) operates retail and wholesale stores and clubs, ecommerce platforms, and mobile applications worldwide.

While we acknowledge the potential of WMT 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 WMT and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Beginner Stocks to Buy Right Now and 10 Fastest-Growing Financial Stocks to Invest In

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s what to do next:

1. Subscribe to our Premium Readership Newsletter for just $9.99 a month. (33% Off – was $14.99).

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

<b>Cancel anytime.</b> Turn off auto-renewal via our website with just a click.

 

Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

Since March 2017, my stock picks have returned 16.5% annually. Today, I’ve found an opportunity even bigger than my British American Tobacco call.

Two years ago, Wall Street wrote off British American Tobacco (BTI) as a “melting ice cube.” The stock had crashed 40% from its peak, and consensus said the business was dying.

We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

Get the ticker for our new “Underdog” pick and the full BTI case study for just 99 cents.

This exclusive offer is for NEW newsletter subscribers ONLY! Join our Premium Readership Newsletter for only $0.99 and become part of a savvy investor community.!

This offer vanishes in 7 days, so don’t miss your chance to lock in market beating returnsSign up NOW! The monthly newsletter comes with a 30-day, no-risk money-back guarantee. This offer is available to the first 1000 new investors who respond.

Regular price $9.99/mo. Cancel anytime.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $0.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Regular price $9.99/mo. Cancel anytime.