 Dear Reader, Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account. They could closely track every transaction. They could even freeze it. Unless you protect yourself today. Fortunately, there are 4 simple steps you can take to safeguard your savings. Discover these 4 simple steps here. Good luck and God bless!  | Martin D. Weiss, PhD
Weiss Ratings Founder |
Further Reading from MarketBeat.com The S&P 500's 3 Best-Performing Stocks So Far in 2026Reported by Ryan Hasson. Article Posted: 3/16/2026. 
Key Points- Despite a broad market selloff, SNDK, TPL, and MRNA stand out as the S&P 500's 3 best-performing stocks in 2026, each operating in a different sector.
- SanDisk leads with a greater than 160% YTD gain, fueled by a global NAND flash shortage and surging AI demand.
- Moderna has gained over 80% on pipeline optimism and positive data, though analysts maintain a consensus Reduce rating with nearly 40% downside implied by their price target.
- Special Report: 3 tickers just showed unusual early patterns. See the Trading Ideas report now.
Fear is dominating global markets. With geopolitical tensions intensifying in the Middle East and capital rotating out of equities, the S&P 500 ETF (NYSEARCA: SPY) is down about 2% year to date (YTD). What began as weakness in mega-cap technology and software has since spilled over into virtually every corner of the market, with most sector ETFs now trading below support and key short- to mid-term moving averages. Yet despite the broad-based selling pressure, a handful of names continue to buck the trend entirely. The S&P 500's three best-performing stocks in 2026 are not only holding their ground, but they're also thriving. Notably, each operates in a different sector, which makes their collective outperformance even more striking. SanDisk Corporation: YTD Return +159%Leading the pack is SanDisk Corporation (NASDAQ: SNDK), which also finished 2025 as the S&P 500's top performer, up nearly 570% for the year. The company develops and manufactures data storage solutions based on NAND flash technology—a segment that has become increasingly critical to AI workloads across data centers, mobile devices, and edge computing. The rally has been driven by a near-perfect storm: a global NAND flash shortage intersecting with rapidly accelerating demand for fast, local storage tied to the rise of AI at the edge. As a pure-play flash provider, SanDisk was uniquely positioned to benefit from soaring prices, which roughly doubled during the second half of last year. That leverage showed up clearly in the most recent results. In Q2 2026 earnings released Jan. 29, SanDisk reported earnings per share (EPS) of $6.20, beating the consensus estimate of $3.31 by $2.89, with quarterly revenue rising 61.2% year over year to $3.03 billion. What's particularly notable is that while the broader market has sold off in recent weeks, SNDK remains in a lengthy bull flag, consolidating just 14% below its all-time high and trading well above its 50-day SMA. A 10% gain in February underscores that its outperformance may be far from over. Texas Pacific Land Corporation: YTD Return +84%In second place is Texas Pacific Land Corporation (NYSE: TPL), one of the largest landowners in Texas with 882,000 acres in the Permian Basin. The company's core businesses include surface rights management, mineral royalty interests, and water services. Its AI infrastructure ambitions have been a significant driver of its 2026 outperformance. TPL entered a strategic partnership with Bolt Data & Energy, committing $50 million in exchange for equity, warrants, and a right of first refusal to supply water to Bolt's projects. Bolt has expressed ambitions to develop more than 10 gigawatts of data centers on TPL land in West Texas, a vision that has captured investor imagination and pushed the stock higher. Rising oil prices and surging demand for its water services have added further momentum. Management guided capital expenditures of $65 million to $75 million for the year, with continued investment in water management and desalination technologies as part of a long-term plan to build multiple multi-gigawatt energy campuses. Analysts see room to run, with a consensus price target of $639, implying nearly 20% additional upside. Moderna: YTD Return +81%Rounding out the top three is perhaps a surprising name: Moderna (NASDAQ: MRNA). The stock is up more than 80% YTD, while the broader healthcare sector, represented by the Health Care Select SPDR Fund ETF (NYSEARCA: XLV), is down about 3%. The rally has been driven by growing investor optimism around Moderna's evolution beyond its COVID-focused roots into a more diversified pipeline, particularly in oncology and influenza. That said, Wall Street remains cautious. Analysts maintain a consensus Reduce rating on the stock, with a price target that implies nearly 40% downside from current levels. Institutional activity over the prior 12 months has been broadly neutral, with $1.6 billion in inflows versus $1.2 billion in outflows.
| 
No comments:
Post a Comment