BTIG is betting that some rallies from the last six months will keep pushing higher while other stocks will see turnarounds as it makes its top picks for the second half of 2026. While tech stocks led the rebound from the U.S.-Iran war lows in late March, sectors like healthcare, financials, and industrials have been feeling the love since mid-May, and that should continue, Jonathan Krinsky, BTIG's chief market technician said in a Wednesday note.
"We see evidence that the broadening can continue. Financials remain strong across banks, REITs, and insurance. Biotech is coming on strong as IBB breaks out of a five-year base," he wrote.
The firm, in the same note, named 55 large- and small-cap stocks as its top picks for the second half of the year.
- On Holding: Shares of the Swiss sneaker maker are off more than 20% in 2026, but analyst Janine Stichter's price target of $70 anticipates a 90% gain from Thursday's close.
- Palo Alto Networks: Shares of the cybersecurity company have surged almost 90% in 2026 so far, and analyst Gray Powell sees more room to run with a $380 price target.
- Capital One Financial: The financial services company is off more than 15% in 2026, making it one of the worst performing stocks in the S&P Financials sector. Analyst Vincent Caintic sees 26% upside for the stock from Thursday's close.
