Buy these three stocks as part of your ‘set-it & forget it’ 2026 portfolio, says Evercore ISI

December 23, 2025

TL;DR

Evercore ISI's top tech stock picks for 2026 are Amphenol, Apple, and Arista Networks.
Demand for artificial intelligence infrastructure is expected to continue in 2026.
Focus will shift from revenue growth to cash flow and profits in 2026.
Amphenol is expected to outperform peers in revenue and margins due to structurally higher incremental margins.
Apple is well-positioned with strong guides and durable Services growth, with future monetization from an expected Siri upgrade being a key focus.
Arista Networks is projected to see revenue acceleration in 2026 driven by AI programs, core growth, and new customer ramps.

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