'Fast Money' traders Dan Nathan and Guy Adami share their 2026 stock acronyms
Speakers
Summary
On CNBC's Fast Money, traders Guy Adami and Dan Nathan unveil their 2026 stock acronyms. Guy presents JUNK—Jacobs Engineering, Unity Software, Novo Nordisk, and Kenvue—citing selloffs, valuation, M&A potential, a Novo reversal, and Kenvue's Tylenol overhang. Dan presents STASH—Snap, Trade Desk, Adobe, Sweetgreen, and HubSpot—focusing on AI laggards that could integrate AI or beaten-down special situations. The segment is a set of bullish stock picks for 2026.
- Guy Adami's 2026 acronym is JUNK.
- JUNK components are Jacobs Engineering, Unity Software, Novo Nordisk, and Kenvue.
- Dan Nathan's 2026 acronym is STASH.
- STASH components are Snap, Trade Desk, Adobe, Sweetgreen, and HubSpot.
- Dan favors companies that have not yet embraced AI, plus beaten-down Sweetgreen.
- Guy cites valuation, reversal, activist, and M&A catalysts.
- Both traders present bullish 2026 stock ideas.
Ideas
Attractive valuation after significant selloff.
Jacobs Engineering is positioned to help retrofit infrastructure for the 21st century, including life sciences, and the stock has sold off significantly from its all-time high, leaving it at an attractive valuation and stock price.
Cheap gaming name with M&A potential.
Unity Software is a gaming play that has fallen out of favor, but its valuation alone and potential for M&A make it interesting.
Bearish-to-bullish reversal, 75-80% potential winner.
Novo Nordisk is in the midst of a bearish-to-bullish reversal, finally showing signs of life, and could be a 75% to 80% winner over the year.
Tylenol overhang fades; double potential.
Kenvue's Tylenol-related overhang should eventually wash away, activists are getting involved, and the stock is at an attractive level with double potential.
Buy AI laggards before AI integration.
He is targeting companies that have not yet embraced or integrated AI into their products and services, unlike names already disrupted by AI; he expects these laggards to have an AI moment or do a better job with AI.
Destroyed restaurant stock can double.
Sweetgreen is not part of the AI theme but is a destroyed stock that he thinks can double from here.
