Hello, we hope you had an amazing holidays! Went by to quick for us as we head into work this week. As the new year is coming we wanted to dedicate this post to being a prediction of what we think certain stocks will be by the end of 2026. We will check in throughout the year and see how our predictions are doing. As always, please do your own research. These are simply our opinions and predictions, and while we plan to base parts of our own portfolio on them, they are not financial advice.

Something else we are excited to be rolling out this year is a way to follow our portfolio through google sheets. You will be able to see the percentages we have in our stocks and some of the stocks that we are watching. This has been in the works for the last couple of months and we are excited to roll it out in the following months. We have also expanded to Blossom and some other social media platforms so feel free to check us out @offtheticker.

Not a lot going on this week in the market with very few companies reporting earnings. Something we will be watching is the US Fed minutes and jobs data early in the week. US futures are relatively flat, and Asian markets have opened higher on expectations of Fed rate cuts. Recently silver has seen a really big increase in value. I do not know if you have looked at the prices but it is kind of nuts. Growing up collecting those silver coins might pay off as we are selling what we can find in our collections. One of the reasons we believe there is such a big increase is that China is implementing stricter export controls on silver starting January 1, 2026. This new rule silver exports must obtain government licenses to ship metal overseas. Only large state certified producers meeting high production and financial criteria qualify. This really just limits exports from most smaller firms and reduces the flow of sliver into the global markets.

Nebius management has ambitious revenue targets for 2026, as it aims for annualized run rate revenue (ARR) of around $7-$9 billion by the end of 2026.

Why We’re Watching:

Adobe remains a leader in creative and digital media software with ongoing investments into AI which we think will help them grow.

Why We’re Watching:

Tesla has robotaxis starting to go out throughout the U.S. and optimus robots are said to be rolling out in 2026.

Why We’re Watching:
Zeta’s AI powered marketing platform positions it well with increasing in adoption of AI.

Why We’re Watching:

NVIDIA remains the backbone of AI infrastructure, driven by hyperscaler and enterprise demand.

Why We’re Watching:

Robinhood is leveraging higher engagement and product expansion for the younger generations.

Why We’re Watching:

SoFi’s expanding fintech ecosystem and improving profitability.

Why We’re Watching:

Amazon benefits from AWS growth, advertising strength, and margin expansion and the adoption of AI will help them continue to expand.

These are just some of the stocks with a quick one liner of where we think they will be by the end of 2026. We have written articles on most of these and gave our thesis, so you will be able to search them up on our website if you wanted to dive more into them. We do hold all of these stocks in our portfolio at different percents but we hope we can share our portfolio soon through our new and improved updates. As always we hope you have a great week and enjoy the new year. We are looking forward to 2026!

This newsletter is provided for informational and educational purposes only and reflects the personal opinions of the authors. It does not constitute financial, investment, legal, or tax advice, nor is it intended as a recommendation or solicitation to buy, sell, or hold any securities.

All views expressed are subject to change without notice. Any projections, estimates, or forward-looking statements are hypothetical in nature, based on assumptions that may not materialize, and are provided for illustrative purposes only. Actual results may differ materially.

The authors may hold positions in the securities discussed and may change such positions at any time without notice. Readers should conduct their own independent research and consult with a licensed financial professional before making any investment decisions. No representation or warranty is made regarding the accuracy or completeness of the information provided, and no liability is accepted for losses arising from reliance on this content.

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