Four quiet Q4 winners and what the stocks must do to keep rolling in 2026
These are the Club holdings that have made some big gains in the fourth quarter
TL;DR
- Bristol Myers Squibb (BMY) has gained nearly 21% in Q4, with future success tied to Cobenfy trial readouts for schizophrenia and Alzheimer's psychosis.
- Cisco Systems (CSCO) is up 14% for the quarter and must continue beating estimates and raising guidance, with AI infrastructure orders and enterprise networking refresh being key.
- Dover (DOV) has seen an 8% jump post-October results, with growth acceleration needed from its vehicle repair and refrigeration businesses, plus its role in AI data centers.
- DuPont (DD) is up roughly 27% quarter-to-date and needs to sustain momentum by exceeding expectations and raising guidance, with stock buybacks and potential M&A as key factors.