Worked hard on this: 2026 bulls

u/batdog44 · Reddit — r/dividends · January 26, 2026 at 16:56 · ⬆ 5 pts · 💬 8 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author presents a hand-picked list of 37 2026 bull ideas with technical and fundamental rationales across healthcare, industrials, software, and consumer names.

ACN — LONG The author is bullish on Accenture for 2026, citing strong AI progress, a 10% year-over-year increase in managed services, and better operating margins expected in fiscal 2026. The stated rationale is improving AI-related services momentum and margin expansion, with technical indicators supporting further gains.

Accenture is making strong progress with AI, showing a 10% year-over-year increase in managed services and better operating margins expected in fiscal 2026. The technical indicators also suggest potential for further gains, supported by solid volume and momentum.

ADP — LONG The author sees ADP as a reliable performer with consistent earnings and dividends, setting up for about 31% total returns in 2026. The rationale is steady growth and an attractive entry point after recent market dips.

ADP is a reliable performer with consistent earnings and dividends, setting up for about 31% total returns in 2026 due to steady growth and an attractive entry point from recent market dips.

BIIB — LONG The author is positive on Biogen because its pipeline is advancing, including EU approval for a high-dose version of Spinraza, which strengthens the positive outlook. The author also cites stable earnings and a recent 9% stock rise that point to recovery potential.

Biogen’s pipeline is advancing, including EU approval for a high-dose version of Spinraza, which strengthens the positive outlook. Combined with stable earnings and a recent 9% stock rise, it points to recovery potential.

CNC — LONG The author views Centene as undervalued at current multiples, with stable earnings and the possibility of trading at 14 times 2026 earnings per share. The author states that margin improvements could shift sentiment positively, while explicitly noting government-related risks.

Centene appears undervalued at current multiples, with stable earnings and the possibility of trading at 14 times 2026 earnings per share. While there are government-related risks, improvements in margins could shift sentiment positively.

LIN — LONG The author is bullish on Linde due to a backlog of $7 to $10 billion in long-term contracts supporting over 10% earnings per share growth. The stated rationale is consistent expansion and long-term compounding ability.

Linde has a backlog of $7 to $10 billion in long-term contracts, supporting over 10% earnings per share growth. Analysts remain positive about its consistent expansion and long-term compounding ability.

MCK — LONG The author sees McKesson as undervalued by about 41% based on discounted cash flow analysis, with ongoing benefits from GLP-1 trends into 2026. The author cites strong recent performance as indicating room for further progress.

McKesson seems undervalued by about 41% based on discounted cash flow analysis, with ongoing benefits from GLP-1 trends into 2026. Its strong performance over recent years indicates room for further progress.

NOW — LONG The author is bullish on ServiceNow because AI efforts could generate over $1 billion in annual recurring revenue by 2026, attracting hedge funds and positive analyst views. Despite a 28% decline, the author sees the setup as suggesting a possible rebound.

ServiceNow’s AI efforts could generate over $1 billion in annual recurring revenue by 2026, attracting hedge funds and positive analyst views. Despite a 28% decline, the setup suggests a possible rebound.

PAYX — LONG The author views Paychex as undervalued with expected revenue growth ahead, and cites a partnership with PayPal as enhancing sentiment. The author targets potential upside to $133 based on its recurring business model.

Paychex looks undervalued with expected revenue growth ahead. A partnership with PayPal enhances sentiment, targeting potential upside to $133 based on its recurring business model.

REGN — LONG The author expects Regeneron’s recovery to build from contributions from Dupixent and Libtayo, plus upcoming pipeline developments in 2026. The author also cites earnings surprises and undervaluation as making it appealing.

Regeneron’s recovery is building with contributions from Dupixent and Libtayo, plus upcoming pipeline developments in 2026. Earnings surprises and undervaluation make it an appealing choice.

STLA — LONG The author is bullish on Stellantis after an upgrade to overweight, citing leadership changes and $13 billion in U.S. investments aimed at sales recovery by 2026. The author describes the current dip as presenting value opportunities.

Stellantis has been upgraded to overweight, with leadership changes and $13 billion in U.S. investments aimed at sales recovery by 2026. The current dip presents value opportunities.

UNH — LONG The author believes UnitedHealth could return to all-time highs in 2026 through adjustments in care ratios. The author cites undervaluation as suggesting upside to over $400 per share in positive scenarios.

UnitedHealth could return to all-time highs in 2026 through adjustments in care ratios, with undervaluation suggesting upside to over $400 per share in positive scenarios.

WIX — LONG The author is bullish on Wix because its AI-powered website builder and partnerships are driving growth. The author cites its under $5 billion valuation as offering asymmetric opportunities.

Wix’s AI-powered website builder and partnerships are driving growth, with its under $5 billion valuation offering asymmetric opportunities.

Score 5
Comments 8
Full Post Text
Ideas
u/batdog44 Reddit r/dividends
AI progress, 10% managed services growth, fiscal 2026 margin expansion
The author is bullish on Accenture for 2026, citing strong AI progress, a 10% year-over-year increase in managed services, and better operating margins expected in fiscal 2026. The stated rationale is improving AI-related services momentum and margin expansion, with technical indicators supporting further gains.
u/batdog44 Reddit r/dividends
Reliable earnings and dividends, 31% total return setup for 2026
The author sees ADP as a reliable performer with consistent earnings and dividends, setting up for about 31% total returns in 2026. The rationale is steady growth and an attractive entry point after recent market dips.
u/batdog44 Reddit r/dividends
EU Spinraza approval and pipeline progress support recovery
The author is positive on Biogen because its pipeline is advancing, including EU approval for a high-dose version of Spinraza, which strengthens the positive outlook. The author also cites stable earnings and a recent 9% stock rise that point to recovery potential.
u/batdog44 Reddit r/dividends
Undervalued, 14x 2026 EPS, margin improvement offsets government risk
The author views Centene as undervalued at current multiples, with stable earnings and the possibility of trading at 14 times 2026 earnings per share. The author states that margin improvements could shift sentiment positively, while explicitly noting government-related risks.
u/batdog44 Reddit r/dividends
Backlog supports over 10% EPS growth and compounding
The author is bullish on Linde due to a backlog of $7 to $10 billion in long-term contracts supporting over 10% earnings per share growth. The stated rationale is consistent expansion and long-term compounding ability.
u/batdog44 Reddit r/dividends
Undervalued by 41%, GLP-1 trends into 2026
The author sees McKesson as undervalued by about 41% based on discounted cash flow analysis, with ongoing benefits from GLP-1 trends into 2026. The author cites strong recent performance as indicating room for further progress.
u/batdog44 Reddit r/dividends
AI could generate >$1B ARR by 2026, rebound setup
The author is bullish on ServiceNow because AI efforts could generate over $1 billion in annual recurring revenue by 2026, attracting hedge funds and positive analyst views. Despite a 28% decline, the author sees the setup as suggesting a possible rebound.
u/batdog44 Reddit r/dividends
Undervalued, PayPal partnership, upside to $133
The author views Paychex as undervalued with expected revenue growth ahead, and cites a partnership with PayPal as enhancing sentiment. The author targets potential upside to $133 based on its recurring business model.
u/batdog44 Reddit r/dividends
Dupixent, Libtayo, 2026 pipeline drive recovery
The author expects Regeneron’s recovery to build from contributions from Dupixent and Libtayo, plus upcoming pipeline developments in 2026. The author also cites earnings surprises and undervaluation as making it appealing.
u/batdog44 Reddit r/dividends
Overweight upgrade, $13B U.S. investment, 2026 sales recovery
The author is bullish on Stellantis after an upgrade to overweight, citing leadership changes and $13 billion in U.S. investments aimed at sales recovery by 2026. The author describes the current dip as presenting value opportunities.
u/batdog44 Reddit r/dividends
Care ratio adjustments, undervaluation, upside over $400
The author believes UnitedHealth could return to all-time highs in 2026 through adjustments in care ratios. The author cites undervaluation as suggesting upside to over $400 per share in positive scenarios.
u/batdog44 Reddit r/dividends
AI website builder, partnerships, sub-$5B asymmetric opportunity
The author is bullish on Wix because its AI-powered website builder and partnerships are driving growth. The author cites its under $5 billion valuation as offering asymmetric opportunities.
More from Reddit — r/dividends

This Reddit post, published January 26, 2026, features u/batdog44 discussing ACN, ADP, BIIB, CNC, LIN, MCK, NOW, PAYX, REGN, STLA, UNH, WIX. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/batdog44  · Tickers: ACN, ADP, BIIB, CNC, LIN, MCK, NOW, PAYX, REGN, STLA, UNH, WIX