2026 Top Picks

🚨These are my top stocks in 2026!🚨

DEEP DIVE THREAD!

1. $ZETA

-Revenue acceleration + margin expansion

-Early data platform with a long runway

2. $PATH

-AI-driven automation becoming mission critical

-Profitability leverage starting to show

3. $RIVN

-Vertical integration + software upside

-Path to scale improving faster than most expect

4. $OSCR

-Tech-first healthcare model

-Clear roadmap to sustained profitability

——————————————————————

DEEP DIVE!

$ZETA is one of the most overlooked profitable AI platforms heading into 2026.

This is not ad-tech. It is first party data + AI driven customer intelligence with real operating leverage.

Why it works: • Deterministic identity data as cookies disappear • AI improves targeting, retention, and customer lifetime value • Enterprise software mix continues to expand margins

2026 financial outlook: • ~$1.54B revenue • ~$354M adjusted EBITDA • ~$209M free cash flow • Net Income profitability expected in 2026

This is a company transitioning from growth to durable cash generation. That shift is where valuation rerates happen.

——————————————————-

$PATH sits at the core of enterprise automation as AI moves into production.

Automation is no longer optional. AI agents need workflows to execute inside real businesses.

UiPath strengths: • Deep enterprise integrations • High switching costs • AI layered on top of proven automation

Key metrics: • $411M quarterly revenue (+16% YoY) • $1.78B ARR (+11% YoY) • 107% net retention • Positive GAAP operating income

This is no longer a burn story. It is efficiency, scale, and AI driven expansion.

S&P MidCap 400 inclusion in early 2026 adds steady passive demand.

———————————————————

$RIVN is in the transition phase most EV companies never reach.

The opportunity is not today’s deliveries.

It is execution into 2026.

What changes the model: • R2 platform launching mid 2026 • Lower cost structure and higher volume • Software, autonomy, and services lift margins

Recent proof points: • 78% YoY revenue growth • Positive gross profit achieved • In house autonomy compute roadmap clearly defined

This is a platform build, not just an auto company. Execution remains the swing factor.

———————————————————-

$OSCR remains volatile, but the profitability path is now visible.

What matters:

• Revenue growth accelerating

• Q3 revenue ~$3.0B vs ~$2.4B last year

• 2025 revenue guidance reaffirmed at ~$12B+

The key inflection:

• ACA being extended by house JUST NOW

• Targeting profitability in 2026

• Net income expected to turn positive as pricing discipline improves

• Risk adjustment and cost controls are finally taking hold

• Strong leadership in Mark Bertolini
———————————————————————————-

For Jan8 to Jan10th ONLY!

Join us & use code 35P for 35% off permanently.

https://whop.com/bulltradefinder/btf-platinum-trading-copy/?utm_source=store_page&funnelId=store_03322f6f-38a2-478f-9b78-22879af2c27c
Learning is better together.
Bull Trade Finder