Bank of America’s 2026 Stock Picks Highlight Diverse Sectors Amid AI Focus
Bank of America unveiled its top 10 stock recommendations for Q1 2026, featuring a mix of Buy and Underperform ratings across nine industries. The selections reflect a strategic blend of AI-driven growth, healthcare resilience, and infrastructure potential.
Amazon, Boeing, and Constellation Energy lead the Buy-rated picks, with AI integration serving as a common thread. Healthcare names like Merck and Vertex Pharmaceuticals benefit from pending legislation, while Equinix represents digital infrastructure demand. Lennar Corp stands alone with an Underperform rating, contrasting with broader housing sector strength.
The report cautions about stretched S&P 500 valuations but identifies selective opportunities in Health Care, IT, and Real Estate sectors. Q1 catalysts range from tax refund impacts on Dollar General to energy policy shifts favoring Constellation.