Ride-sharing firm Lyft (LYFT) is a potential top stock to consider for 2026. The firm is starting to prove that its ride-sharing and autonomous vehicle solutions will compete effectively against Uber (UBER).
Lyft posted a double-digit percentage ride growth for 10 straight quarters. Half of the rides are high margin. In 2026, the firm may accelerate its self-driving by partnering with firms like Baidu (BIDU) and Waymo (GOOGL).
In the communications sector, Lumentum (LITE) gained 343.85% in 2025. It beat out Viasat (VSAT), Ondas Holdings (ONDS), and CommScope (COMM). The firm is prioritizing hardware sales to its loyal and long-term customers first. That will sustain its margin expansion and revenue growth.
Among the Magnificent Seven, Nvidia (NVDA) is the most compelling holding. It will likely outperform Tesla (TSLA), since electric vehicle sales are on a perpetual decline. Meta Platforms (META) might perform worse than Nvidia, since it does not have a clear AI strategy. Conversely, Nvidia just acquired (in principle) Groq. That would catapult its inference technology far ahead of the competition.
Nvidia’s customers, which include OpenAI, Microsoft (MSFT), and Oracle (ORCL), risk falling behind. They would need to buy more Nvidia-powered chips to keep up. That would increase Nvidia’s growth rate in 2026 compared to this year.
