Bank of America says Nvidia and these stocks are its top picks for 2026

TL;DR

Bank of America has named Nvidia, UBS, Estee Lauder, Bruker, and Ametek as key stocks to watch for growth leading into 2026.
Bruker is expected to benefit from an anticipated 2026 recovery, with fading headwinds in key end markets.
Estee Lauder is positioned for a strong 2026, particularly in its overseas business, and is being leveraged to improving beauty demand.
UBS is highlighted for its strong growth potential in wealth and capital markets, with faster EPS growth than other global banks.
Ametek's organic orders are rising after a period of destocking by equipment customers, showing the fastest growth since 3Q22.
Nvidia is forecasted for solid year-over-year growth in AI semiconductors, driven by data center utilization, tight supply, and enterprise adoption.

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