Stocks to Buy for 2026, According to Citi’s Market-Beating List
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- Citi compiles an annual large-cap stock list filled with buy-rated names.
- The group has beaten the S&P 500 over the last couple of years.
- Listed below are the 11 new additions to the stock basket for 2026.
Look no further for investing ideas in the new year.
A team of equity strategists at Citi said the bank just updated its Large Cap Recommended list — a group of 20 stocks compiled by the firm that has outperformed the S&P 500 over the last couple of years.
The list, which is made of large-cap companies analysts at the bank have rated as a “Buy,” returned 26% over the course of 2025, compared to the S&P 500’s 19% gain at the time the bank wrote the report.
Last year, the list fetched a 27% return, compared to the index’s 25% gain, the bank said in note to clients last week.
“We select stocks from the universe with a bottom-up fundamental methodology while incorporating our US Equity Strategy views,” strategists wrote, noting that the bank considered factors like a company’s balance sheet, growth prospects, and valuation when adding a company.
Strategists said the bank added 11 new stocks to its large-cap list, which reflected its broader market outlook for 2026. Here are the new names Citi now has its eye on:
Microchip Technology
illustration by Cheng Xin/Getty Images
Ticker: MCHP
YTD performance: +13%
Citi’s price target (expected return): $80 (+23%)
US Bancorp
Jeremy Moeller/GC Images
Ticker: USB
YTD performance: +13%
Citi’s price target (expected return): $70 (+29%)
Affirm Holdings
Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images
Ticker: AFRM
YTD performance: +21%
Citi’s price target (expected return): $100 (+31%)
Delta Air Lines
Austin DeSisto/NurPhoto via Getty Images
Ticker: DAL
YTD performance: +17%
Citi’s price target (expected return): $77 (+10%)
Thermo Fisher Scientific Inc.
Smith Collection/Gado/Getty Images
Ticker: TMO
YTD performance: +11%
Citi’s price target (expected return): $660 (+13%)
Boeing Co.
Miguel J. Rodriguez Carrillo / AFP via Getty Images
Ticker: BA
YTD performance: +28%
Citi’s price target (expected return): $265 (+19%)
Broadcom Inc.
Justin Sullivan/Getty Images
Ticker: AVGO
YTD performance: +51%
Citi’s price target (expected return): $480 (+36%)
Linde PLC
Matthias Balk/picture alliance via Getty Images
Ticker: LIN
YTD performance: +3%
Citi’s price target (expected return): $520 (+21%)
Lam Research Corp
VCG/VCG via Getty Images
Ticker: LRCX
YTD performance: +140%
Citi’s price target (expected return): $190 (+8%)
Meditronic PLC
credit should read CFOTO/Future Publishing via Getty Images
Ticker: MDT
YTD performance: +20%
Citi’s price target (expected return): $117 (+21%)
FirstEnergy Corp
John Paraskevas/Newsday RM via Getty Images
Ticker: FE
YTD performance: +12%
Citi’s price target (expected return): $53 (+17%)



