From Morning Watchlist <[email protected]>
Subject Wall Street’s Price Targets Point to These 2026 Plays
Date December 28, 2025 2:05 PM
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As markets look ahead to 2026, these names are getting some loud
“buy” signals. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
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Dear Fellow Investor,

WALL STREET’S PRICE TARGETS POINT TO THESE 2026 PLAYS

As markets look ahead to 2026, the “what’s next?” conversation
is already evolving. After another year of uneven sentiment and
powerful market-wide gains, investors are shifting from broad exposure
to sharper, more selective positioning, looking for companies that can
compound through the next phase of the cycle rather than simply ride
the momentum of the last one.

That shift is where Wall Street research can add real value. Analyst
conviction is not a guarantee of performance, but when it is supported
by measurable upside, multiple independent buy ratings, and a clear
fundamental narrative, it can help identify where institutional
optimism is most concentrated. In other words: when a stock shows both
broad support and substantial implied upside to consensus price
targets, it often reflects a view that the market is underestimating
the company’s medium-term earnings power.

To surface those pockets of optimism, we filtered for large-cap
companies with strong buy ratings and meaningful upside to stated
price targets. The goal is not to chase hype. It is to highlight cases
where multiple major firms have aligned around a bullish forward view,
often because they see a catalyst path that the market has not fully
priced in.

Below are three stocks analysts appear most bullish on heading into
2026, along with the core logic that tends to underpin high-conviction
calls.

-------------------------

COMPANY: THE TRADE DESK (SYM: TTD)
A LEVERED BET ON THE FUTURE OF DIGITAL ADVERTISING
RECENT PRICE: $36.26
PRICE TARGET: $62.80
FIRMS WITH BUY RATING: NEEDHAM, D.A. DAVIDSON, UBS

The Trade Desk operates a self-service, cloud-based platform for
programmatic advertising, helping ad buyers plan, manage, optimize,
and measure campaigns across formats (video, display, audio, native,
and more) and across channels (including digital-out-of-home and
connected devices). In plain terms, it is infrastructure for modern
advertising: a system designed to make media buying more data-driven,
transparent, and measurable.

Why are analysts leaning in? In many bullish frameworks, The Trade
Desk represents a high-quality way to participate in two durable
trends: (1) continued digital ad share gains versus traditional
channels, and (2) the steady growth of “premium” digital
inventory, including streaming/connected TV, where performance
measurement is improving. When digital advertising is strong,
platforms that improve return-on-ad-spend tend to gain mindshare and
wallet share. When the ad cycle is weak, marketers often demand more
accountability—again favoring platforms that can quantify outcomes.

The other major theme is identity and measurement. As the industry
continues adjusting to privacy and tracking changes, platforms built
for first-party data activation and privacy-aware targeting are viewed
as potential long-term winners. Analysts who are constructive on The
Trade Desk often argue that its role as an independent platform,
rather than a “walled garden”, positions it well as advertisers
seek both scale and transparency.

The upside implied by the stated price target suggests analysts see a
meaningful re-rating potential if ad demand accelerates and if
platform execution continues to improve. For long-term investors, the
key question is whether The Trade Desk can translate product
leadership into sustained share gains in programmatic spend as the
next cycle unfolds.

-------------------------

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-------------------------

Company: Datadog (SYM: DDOG)
Observability as a “must-have” layer in cloud-native operations
RECENT PRICE: $140.85
PRICE TARGET: $215.99
FIRMS WITH BUY RATING: Goldman Sachs, Bernstein, Barclays

Datadog is a leading platform for monitoring, observability, and
security in cloud applications—covering everything from
infrastructure and application performance monitoring to log
management, network monitoring, incident management, workflow
automation, and cloud security tools. Its product suite increasingly
spans the full lifecycle of operating software in production: detect
issues, understand impact, fix faster, and reduce risk.

Analysts often turn bullish on Datadog when they view observability as
a structural, not cyclical, requirement. Modern enterprises run
complex stacks across multiple cloud environments, containers,
microservices, and distributed systems. As complexity rises,
visibility becomes non-negotiable. Put differently: the cost of
downtime, latency, and security incidents is too high. Platforms that
help teams diagnose problems quickly and proactively can become
embedded in the operating fabric of the enterprise.

The bull case typically includes three reinforcing angles:

*
PLATFORM EXPANSION: Datadog has a history of cross-selling. Once a
customer adopts core monitoring, adding adjacent products (logs,
security, cost management, pipelines) can deepen stickiness and expand
wallet share.

*
MISSION-CRITICAL POSITIONING: Observability tools are often classified
as essential infrastructure. This can create resilient demand even
when IT budgets tighten, especially for products that directly reduce
risk and improve uptime.

*
EMERGING USE CASES: As enterprises deploy more automation, AI-driven
workflows, and new application architectures, the need for unified
visibility can expand rather than shrink.

The price target implies analysts believe the market may be
discounting Datadog’s longer-term growth runway. For investors
looking to 2026 and beyond, the central issue is execution: Can
Datadog maintain product leadership, sustain expansion into new
modules, and translate that breadth into durable revenue growth and
operating leverage?

-------------------------

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-------------------------

COMPANY: NEWS CORPORATION (SYM: NWSA)
A DIVERSIFIED MEDIA AND DATA PORTFOLIO WITH UNDERAPPRECIATED ASSETS
RECENT PRICE: $25.91
PRICE TARGET: $40.33
FIRMS WITH BUY RATING: J.P. MORGAN, GUGGENHEIM, CITI

News Corporation is not a “pure-play” in the way many growth
investors prefer, but that is precisely what makes the name
interesting when analysts get constructive. The company operates
across several segments—Digital Real Estate Services, Dow Jones,
Book Publishing, News Media, and Other—and owns a portfolio of
brands and data products with real pricing power and institutional
relevance, including Dow Jones (with The Wall Street Journal,
Barron’s, Factiva, and related businesses).

Bullish analyst views on News Corp often center on asset value and
cash flow durability. In a market that frequently prioritizes
fast-growing software or single-theme stories, diversified companies
with multiple strong franchises can trade below intrinsic
value—particularly when the market struggles to “sum the parts.”

Several components tend to matter in the bullish narrative:

*
BUSINESS QUALITY WITHIN DOW JONES AND DATA PRODUCTS: Subscription and
information services can be more stable than ad-driven media,
especially when anchored by premium brands and enterprise-grade data
offerings.

*
DIGITAL REAL ESTATE EXPOSURE: In some analyst frameworks, digital real
estate services can be a cyclical lever that rebounds with housing
activity and advertising demand, providing upside torque.

*
PORTFOLIO OPTIONALITY: With multiple business lines, management can
allocate capital toward the highest-return opportunities—while
investors may benefit if the market begins valuing each segment more
clearly.

The implied upside to the price target suggests analysts see material
value that is not fully reflected in the current share price. For
long-term investors, News Corp can function as a different kind of
2026 idea: not a high-multiple growth story, but a value-and-quality
thesis where re-rating potential comes from improved fundamentals,
better market recognition of core assets, or a shift in sentiment
toward cash-flow resilience.

-------------------------

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_What other stocks do you have your eye on heading into 2026? What
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