5 of the BEST Stocks to BUY in July 2026

July has historically been one of the strongest months for the S&P 500, but at the same time, it's the start of the worst four-month stretch for the tech heavy NASDAQ during midterm elections, which we are in. So, it's a catch22. And after some recent volatility, investors are once again asking the same question. Where should I be putting new money to work? Well, hopefully today's video will help answer that as I'll be sharing six stocks that I believe offer some of the best opportunities as we head into the month of July. These companies aren't all in the same industry, but they all have one thing in common. They are benefiting from long-term trends that I believe are still in the early innings. So, with that being said, let's jump right into stock number one, which is going to be Broadcom, stock ticker AVGO. While Nvidia has become the face of AI, Broadcom is quietly becoming one of the biggest enablers of AI infrastructure. The company has exposure to custom AI chips, high-speed networking, data center connectivity, infrastructure software. One thing I love about Broadcom is that it's not dependent on a single product. It has multiple businesses generating tremendous amounts of cash flow while simultaneously benefiting from AI spending. As hyperscalers continue investing hundreds of billions of dollars into AI infrastructure, something that's not slowing down, Broadcom remains one of my favorite ways to gain diversified exposure into the theme. With the help of Ticker, we can see that Broadcom shares are up over 35% the past 12 months, and the company currently has a market cap of $1.7 trillion. Broadcom saw revenues grow by 24% last year and up 18% year-over-year this year. But look a little lower where those operating margins are back in the mid 40% range, which is very healthy and near all-time highs. I love investing in companies that are not just growing topline revenues, but doing it while becoming more efficient. And that's what the likes of Broadcom is doing. Think about the big hyperscalers that are spending very heavily on AI right now and creating their own custom AI chips. You have Alphabet, Amazon, Meta, and even Open AI, just to name a few. Alphabet, for example, they use TPUs for Gemini, Google Search AI, Google Cloud, and internal AI workloads. And they are one of Broadcom's longest standing silicon relationships, recently extended through 2031. As investors, that's what we like to see because it's constant cash flow that's going to continue to come in. Now, look at Meta. They're developing their meta training and inference accelerator chip alongside Broadcom, which is in creation to reduce the company's dependence on Nvidia and optimize its AI models for Facebook, Instagram, WhatsApp, and other AI assistants. But one of the most recent big announcements has been that confirmed partnership with Open AI. These two companies are teaming up to co-develop OpenAI's first custom AI inference chip designed specifically for serving chat GPT. These are all companies spending billions on AI. Even after some recent volatility, the long-term AI opportunity remains enormous. Looking here at valuations, we can see the company's EV to Ebida is trading near the lows of the past few years, even with how much IBIDA this company continues to generate year in and year out. What does this mean to investors like you and I? Even though the stock is going up, Ibida is growing at an even faster rate and investors are not quite giving the company their dues they deserve. And that's how opportunity is found. Here's another angle. This is the company generating huge amounts of free cash flow. More than 27 billion in free cash flow at the end of their most recent fiscal year. And that figure is set to grow more than 80% in 2026 alone. From a valuation perspective, price to free cash flow is sitting at 24 times, which over the past few years at these levels has been a great buying opportunity. The average 12-month price target with analysts for Broadcom is 524 per share, implying more than 40% upside from current levels. Understanding these financials and using these types of data points is how I spot opportunities early on and how I focus on ensuring I'm paying proper price, proper valuation, not overpaying for a particular stock. And it's why I'm super excited that Ticker reached out to sponsor this video because not only is this a product I use on the daily, but it's a product I stand behind and I want you to use as well. With ticker having all the data points at your fingertips along with valuation models, earning call transcript summaries with the help of AI and so much more, it can be a powerful tool in your investing toolbox. Take for example the valuation model hub. It's quite valuable because all the stocks you follow and want to see potential upside for will live in your personal valuation hub and they will update as prices change. And right now is a great time to try Ticker for yourself because for the next couple of weeks, you can get 25% off any of their paid plans and lock in your price. The value you get with Ticker at these discounted prices is unmatched. Use the link down in the pin comment below and give Ticker a try today. All right, let's wrap up the first stock, which we talked about being Broadcom, in which I rate the stock a strong buy. And with that being said, now let's move on to stock number two. And again, if you enjoy these videos, please show your appreciation by simply smashing that like button down below. And with that, stock number two is going to be Nvidia. Stock ticker NVDA. Nvidia is the largest company in the market. Yet, for some reason, it continues to be questioned. And every earning season that comes around, the company proves the naysayers wrong. Earnings are slowing. No, they're not. Margin compression is coming. No, it's not. Yes, expectations remain incredibly high for the company, but the valuation is more in line with that of a consumer staples company than a massive technology company, but I still believe Nvidia sits at the center of the AI revolution. Every major cloud provider continues investing aggressively in AI infrastructure. We just saw it and talked about it with Broadcom. And the demand for accelerated computing hasn't disappeared. Companies are not looking to build their own chips necessarily to get away from Nvidia, but it's just the fact of the matter that they're selling out of all of their products. They build the best and fastest products on the market. They are in high demand and sell out fast. Nvidia's Blackwell and new Vera Rubin chips are seeing unprecedented demand with lifetime sales expected to reach $1 trillion. That's just two of their latest chips. If anything, the AI adoption is expanding beyond training into inference, enterprise software, robotics, and autonomous systems. The AI story isn't ending. It's evolving and still in the early innings. And Nvidia continues to be one of the biggest beneficiaries. For Nvidia, their shares are up 25% over the past 12 months with a market cap of $4.6 trillion. And on the right side of this, you can see those 2-year kears revenue 60%, IBIDA 65% and EPS in the mid60s as well. Right now, shares of video trade at a forward PE of just 19 times, which briefly touched this in 2019 and before that in 2016. This is a company that has transformed the world, yet not really getting any credit for it. And to not buy at these levels to me would be a major mistake. This is a stock I see going above 300 over the course of the next 12 to 18 months. And analysts agree as they have an average 12-month price target right at $300 per share, implying over 50% upside from current levels. Nvidia is a stock I rate a strong buy at these particular levels. And it's a stock I've been building my position in of late. And if you want to stay up with what I'm buying and selling, get my trade alerts, including options, be sure to join my investing community, the Stock Investors Edge. There's a link down in the description below. Now, next stock on our list is stock number three, which is going to be Netflix, stock ticker NFL. And this is a stock I've been talking a lot about inside of that community. This may surprise some people. Netflix isn't an AI stock. It's simply an incredible business. Over the past several years, the company has transformed itself. Password sharing initiatives, advertising, pricing power, international growth, all have helped the company improve profitability. Netflix has demonstrated something every great company eventually proves. A strong business can continue creating shareholder value even after becoming a more mature company. I still believe Netflix has plenty of room to grow earnings faster than many investors expect. Shares of Netflix, unlike our first two stocks, is actually down over the past 12 months to the tune of more than 40% and currently sports a market cap of $311 billion. This downturn really started when the company went out and attempted to acquire Warner Brothers. It was a sign that maybe the company was falling short on content. But now that deal is gone. And in fact, Netflix actually got paid to exit the deal. Yet the stock price continues to go down and hasn't recovered to where it was before the deal. With the stock price activity like we have seen, you would think the company is struggling. But in fact, it's not. Last year alone, the company generated nearly 10 billion in free cash flow. And this year in 2026, that number is expected to grow nearly 40% to more than 13 billion dollars. And have a look here, the current valuation with the stock trading at its lowest EV to IBIDA at just 17.5 times. And looking at this chart, we can see the forward PE of just 22 times. Only in 2022 did we see a lower price to earnings multiple for shares of Netflix. Analysts have a 12-month price target on the stock of $114 per share, representing a more than 50% upside from current levels. Again, this is the stock I've been building a position in of late. Not as big as my Nvidia position, but if you want to get those trade alerts, make sure you join my investing community. Now, let's get to stock number four, which is just a behemoth, and that's going to be Microsoft. Stock ticker MSFT. Microsoft has seen its fall from grace. Once trading as the most valuable company in the stock market, now it's still up there, so let's not get out of hand. But valuations have been cut considerably, and the riskreward is much more intriguing at these levels. The company still benefits from multiple secular growth trends, cloud computing, AI, enterprise software, productivity applications. Azure continues growing rapidly while Microsoft integrates AI throughout its software ecosystem. But really, anything software has been out of favor. But at the same time, investors are ignoring just how fast and strong cloud has been for Microsoft. Here's a look at the company's most recent quarterly results, showing that very cloud segment growing 30% and Azure itself grew 40%. That's important because Microsoft isn't just building AI, it's monetizing AI across products that businesses already use every day. That combination makes Microsoft one of the highest quality companies in the market. As I mentioned, the stock has been under pressure, down 25% the past 12 months with a current market cap of $2.8 trillion, still one of the largest in the S&P today. In terms of valuation, we are looking at the cheapest multiples in the past 5 years plus with an EV to Ebida at just 12 times. The last time the multiple was that low was January of 2017. On a forward PE multiple, the same is just sitting at 19 times. comparable with a packaged foods company and the lowest multiple since 2016. This company is certainly in a pro it stage, but patient investors will be rewarded. I believe no analysts rate the stock a sale and they all have a buy rating with an average 12-month price target of $561 implying more than 50% upside from current levels. Now, let's get on to stock number five, which I don't currently own, but I like a lot. And that's going to be Booking Holdings, stock ticker BKNG. Travel demand has remained remarkably resilient. Not just seeing it based on the numbers, but with my own eyes. I just wrapped up a 3-w weekek vacation in Europe, visiting southern France and Paris, Belgium, as well as the Netherlands, and even stopped in England. Booking continues benefiting from international travel, higher booking volume, strong free cash flow, and asset light operations. I also like the fact that Booking is investing heavily in AI to improve trip planning, customer service, and personalization. Sometimes the best investments aren't the companies building AI, they're the companies using AI to improve already outstanding businesses and improve efficiency. Booking fits the description perfectly. And over the past 12 months, shares of Booking has seen its stock drop nearly 20% and currently sports a market cap of 141 billion. This is certainly a play on a healthy economy and I think that's where a lot of investors are questioning and that's where I'm also seeing opportunity because I believe the economy is actually better off than many believe and I also am not expecting a rate hike this year which if that ends up being the case it turns into a massive tailwind for stocks in general. Analysts rate the stock a buy with an average 12-month price target of $224 per share, implying nearly 25% upside from current levels. Now, let's get on to our final stock of the video, which is in an area a lot of investors are ignoring right now, and one I think has plenty of upside. And stock number six is going to be KICO Phillips, stock ticker COP. Now, this one provides something different. Diversification. Energy remains an incredibly important part of the global economy. While AI has dominated headlines, reliable energy production remains essential for economic growth. We have seen volatile oil prices with the US Iran war that continues regardless of a deal in place. And KICO is not just a oil company, but natural gas as well. Kaneko Phillip combines a strong balance sheet, a disciplined capital allocation approach, attractive cash generation, and exposure to long-term global energy demand. I also like owning businesses outside of just technology. Diversification doesn't just reduce risk. It can improve long-term returns by giving your portfolio exposure to multiple economic drivers. And the thing right now is some are selling oil producers with the war likely coming to an end. But not all energy companies are built the same. Kico can withstand lower oil prices as they have a lowcost asset base and they are not chasing production growth as they have highquality acreage in the Perian, Alaska, Eagle Ford and Bacan. Shares of KICO are up 16% the past 12 months and currently sport a market cap of $129 billion. And looking here with the help of ticker, you can see the company is currently yielding a free cash flow yield of nearly 10% which historically has been a great time to buy this particular stock. Looking here at valuation from a forward EV to Ebida perspective, shares are trading below their 5-year average of 4.7 times. From a forward PE perspective, shares are trading at just 10 times, which is also below their 5-year average of 12 times. Unlike the other stocks we have looked at today, KICO pays a solid dividend with a yield of 3.2% and a 5-year dividend growth rate of 14%. A different stock idea than the other five. But when you step back, these six companies represent several of the most important investment themes today. Broadcom and Nvidia benefit from AI infrastructure. Microsoft monetizes AI through enterprise software and cloud. Netflix continues delivering strong operating execution and booking benefits from global travel while incorporating AI into its platform. And then you have KICO which provides exposure to a different completely different sector with energy and they have their great cash flow generation. Different industries, different business models, but all companies I believe will continue to create shareholder value over the long run. Remember, the goal isn't finding stocks that will double in the next month. The goal is owning exceptional businesses that can compound earnings over many years. Markets will always experience pullbacks. Volatility will always exist. But highquality companies have a remarkable ability to continue creating value over time. And these are six businesses I'll be watching very closely during the month of July. And if you enjoyed this video, again, please show your appreciation by hitting that like button down below, subscribe to the channel, and let me know in the comments which stock are you most bullish on heading into the month of July. Thanks again for watching, and we'll see you in the next one. Take care.