Wall Street’s strong start to the year has analysts bullish on several S&P 500 stocks as the second half of 2026 begins. The Dow Jones Industrial Average and the S&P 500 are up 10% year‑to‑date, with the Dow posting its best first‑half performance since 2021. The Nasdaq has risen 15%, driven by technology gains, particularly chipmakers linked to artificial intelligence. The Nasdaq‑100 surged 19% in the first half of 2026.
Analysts expect several technology giants — including Oracle and Nvidia — as well as non‑technology names such as Intuit and CoStar Group — to outperform in the second half. FactSet data identified S&P 500 stocks with buy ratings from at least 60% of covering analysts and projected upside of 40% or more.
Oracle’s average analyst target implies nearly an 80% upside, with more than two‑thirds rating it a buy. Despite a 26% year‑to‑date decline amid concerns over AI spending, the company’s software business shows signs of acceleration, and Piper Sandler highlighted it as a top pick for H2 2026.
Intuit shows an average upside of 76%, with 70% of analysts rating it a buy, despite a 57% year‑to‑date drop that underperformed the S&P 500. Wolfe Research reiterated its outperform rating, citing strong fundamentals.
CoStar Group’s price target suggests a 62% upside, with 66% of analysts rating it a buy. Benchmark Equity Research initiated coverage with a buy rating, expecting a rebound driven by a positive residential segment outlook and expanding margins.
Nvidia remains a core recommendation, with 83% of analysts rating it a buy and an average target implying a 60% gain, despite a modest 3% year‑to‑date increase. Evercore ISI cites its dominant position in parallel processing and IoT computing as a driver of future returns.
Micron Technology has surged more than 200% year‑to‑date, with 77% of covering analysts rating it a buy and projecting a 57% upside. UBS noted strong results, guidance, and supply agreements as catalysts for continued growth.