4 Stocks I'm BUYING Before 2027

Technology stocks have been getting hit hard the past few weeks as we've seen some of the biggest names in AI semiconductors and the technology space experience significant selling pressures and investors are becoming increasingly concerned about the enormous amount of money being spent on AI infrastructure. Some of it's comical to me how quickly investors seesaw. But here's what I find interesting. While stock prices have been declining, some of these companies are still reporting extraordinary revenue growth, improving profitability and strong demand moving forward. We are seeing it here in the midst of earning season. And that creates a very interesting situation for long-term investors because when stock prices fall while earnings continue to grow, valuations can become much more attractive. Now, that doesn't mean that every stock that's down 10, 15, 20% is automatically a bargain. But I believe there are several companies that are becoming increasingly interesting at these prices. And today I'm going to share with you four stocks I'm looking to buy before the end of 2026. These aren't four random companies. These are four proven companies with strong backlogs, great management teams, and improving financials. So today we will look at these four companies, why I like them, look at their current valuation, and look at their price targets. and make sure you stick around for the final company because this is one I like a lot and it has the highest upside potential from analysts even though it has been hit the hardest. But before we look at the first stock, do me a huge favor. Smash that like button down below and in the comment section, let me know the stock that is at the top of your buy list before calendar switches over to 2027. And before we move on, let me thank today's video sponsor, which is Lifellock. 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When you use the link in the pin comment down below using the code llsave or the QR code on your screen, you could save up to 35% on your first year. Give LifeLock a try today. All right, with that being said, let's jump into today's video. Beginning with stock number one, which is going to be Nvidia, stock ticker NVDA. This is one of those stocks that I deem one of the easiest buys in the market right now in my eyes. This is a perfect example of retail investors getting shook. This is a stock that was just at $240 per share just a few weeks ago and then it dropped below $210 last week. But that is where common sense investors jump back in. The earnings, they didn't slow. The orders didn't dry up. Nope. This is in fact a company whose orders go out through calendar 2027 and into 2028. And here's a look at the stock's performance over the course of the past 12 months. It's been rather muted with the stock up roughly 10%. But since April, we have seen the stock start to slowly make higher highs and higher lows, and that's what we like to see. To the right of the screen, you can see our very own edge score, which is very strong with a score of 86 for Nvidia. Anything above 70 is what I like to see. So, in the upper 80s, that's fantastic. We are talking about a company generating nearly hundred billion in quarterly revenue while more than doubling its business. And the data center segment in the latest quarter that was responsible for approximately $89 billion of that revenue. That's nearly 120% year-over-year growth. These aren't financial results of a business that suddenly stopped growing. They're the results of a company experiencing extraordinary demand for its products. And here's why I believe Nvidia remains so important. It's not simply the GPU story. Nvidia has developed an entire computing ecosystem that includes advanced accelerators, networking technology, software, and integrated AI computing systems. Now, Nvidia is certainly facing competition. AMD continues developing increasingly powerful AI accelerators. Major cloud providers are turning to custom chips. So companies like Broadcom and Marll, they're benefiting from that trend. But I don't believe AI computing market has to be a winner take all opportunity. In fact, I believe the demand for computing power could remain large enough to support several successful businesses and Nvidia remains extremely well positioned. Now, let's talk about valuation. And looking here, you can see that analysts are looking for the company to generate EPS of $9.28 next fiscal year, which equates to a forward PE of just, you ready for this? 13 times. 13 times. You would think that this is a company growing its earnings by probably something around single digits. But no, this is a company nearly doubling its earnings growth this year and 70% on top of that the following year. The fact that they are putting up these growth figures is simply amazing considering the past few years of growth that we've seen from the likes of Nvidia. But that is where I believe investors are missing the boat. But those that are patient, those that accumulate shares while they're down, they're going to be rewarded in the long term. Looking here, you can see that analyst price targets for the next 12 months are an average of nearly $340 per share, implying more than 50% upside from current levels. But again, for investors with a multi-year time horizon, I believe the recent weakness deserves attention. And Nvidia remains one of the companies I'm most interested in accumulating at these valuations before the end of 2026. And that leads us to stock number two, one I actually just mentioned. That's going to be AMD or Advanced Micro Devices. This is another company that I believe has a tremendous opportunity as the demand for artificial intelligence continues expanding. And yes, I said expanding. Now, this isn't necessarily a company where I'm as comfortable as I was with Nvidia, but AMD is a stock that can also give you a huge pop. AMD isn't simply an AI GPU company. It also has an important server CPU business. In fact, they dominate in CPUs and its Ryzen processors are used in personal computers. So, AMD has several different growth opportunities as well. But AI is obviously an increasingly important part of the investment thesis here. This is another company putting up incredible growth figures in the face of tough comps with their data center growth sitting at more than 100% compared to the prior year. And data center revenue now represents more than half of AMD's total business. Think about how significant that transformation is. AMD has evolved from a company many investors primarily associated with PC processors into a major supplier of high performance computing technology and management expects the momentum to continue into the years ahead. Looking here at my edge site, we can see that shares of AMD are up around 100% the past 12 months and they sport an edge score of 73. And again, if you want access to this, join my private investing community where you'll not only get website access, you'll get trade alerts, option alerts, market reports, and so much more. Check out the link down in the description below. But getting back to AMD, the business is obviously booming. But a great business does not necessarily equate to a great stock to buy. So, let's look at valuation from a high level. Looking here, not only do we see that shares of AMD are expected to grow earnings by more than 100% next year, that is accelerating off 80% growth this year, but they traded a forward PE of 32.8 times, which I believe is rather cheap considering the growth that is expected. And analysts, they remain upbeat on the stock with an average 12-month price target of around $615, implying more than 15% upside from current levels. But look at that high price target. Wow, $1,250. I'm not that bullish, but I do believe this is a $1,000 stock in the very near future. But here's my long-term view when it comes to AMD. I believe the company has an opportunity to continue taking share in server CPUs while building a much larger AI accelerator business. And if the company continues executing, the earnings potential over the next several years could be massive. That's why AMD is another company I'm interested in adding to before 2027. And that leads us to stock number three, which is going to be Lamb Research, stock ticker LRCX. And this is one of the most interesting companies on today's list because it just reported earnings. And despite delivering extremely strong financial results, the stock came under significant selling pressure. But for us long-term investors, this is a gift and short-term overreaction. When investors think about the semiconductor industry, they typically focus on companies like those that design chips, Nvidia, AMD, Broadcom, and such. But here's another part of the industry that's absolutely critical. The equipment required to manufacture these advanced chips. That's where Lamb research comes in. Lamb develops equipment used in semiconductor manufacturing. Its technologies are involved in processes such as etching and deposition. And these processes are essential for producing increasingly advanced semiconductors. Now, here's something interesting that I think investors need to understand. As semiconductor technology becomes more complex, manufacturing these chips can become more challenging. And what do we hear often as one of the biggest bottlenecks, although there's many of them, but one of the biggest bottlenecks right now in the industry? No, it's not demand, but rather manufacturing companies that are tapped out in terms of capacity. So, you have companies like Taiwan Semi or memory companies like Micron that are rushing to do what? Increase capacity. Who are some of the biggest customers for Lamb Research? Micron, SKH Highix, and Taiwan Semi, just to name a few. So, with all of these companies looking to increase capacity, that increases the demand for advanced manufacturing equipment, and Lamb Research is positioned to benefit from those investments. Now, let's look at the latest financial results, which the company again just reported on October 21st. The company reported revenue of approximately 8.2 billion for its September quarter. That's an increase of approximately 54% compared to the prior year. Adjusted earnings that came in at $2.20. Operating margins, those reached roughly 40%. Think about that. We are talking about a semiconductor equipment company generating more than 8 billion in quarterly revenue while producing operating margins of around 40%. Those are impressive numbers. And yet, the stock sold off following the announcement. Why is that, you might ask? Because Wall Street was focused on the outlook. management guided to approximately 8.6 billion in revenue for the December quarter. And while that represents additional growth, investors had been expecting more. Remember, this is something that I talk about with all of my students inside my 101 investment coaching program. When it comes to stocks, it's less about what they did for you and more about what they're going to do for you. Prior quarter results, they're important, don't get me wrong, but we are investing today based on what the company is going to do for us moving forward. But here's the thing. The guidance wasn't all that strong, and if you just looked at it for what it was and walked away, you'd be missing the details. Management discussed supply chain constraints that could limit near-term shipments, which gives me a feel like more of a timing issue. But it was definitely not all roses. China continues to remain a risk for the company. China sales accounted for approximately 35% of Lamb's September quarter revenue, but management expects that contribution to decline significantly in the December quarter. So, there are legitimate concerns there. I don't want to overlook those. But here's what makes the situation interesting. The stock is declining even though the underlying business just reported record revenue and profitability. Now, that doesn't automatically mean the stock is undervalued, but it creates an opportunity to examine whether investors are becoming overly pessimistic about the company's longerterm prospects. And I believe the semiconductor manufacturing equipment maker has an attractive opportunity over the next several years because the demand for AI computing isn't just creating demand for more chips. It's also creating demand for the equipment required to manufacture those chips. Jumping over now to my Edge site, we can see that shares of Lamb Research are still up 51% over the past 12 months, even after its big post-earning sell-off in which the stock fell more than 10%. However, to the right, you can see the edge score still remains solid at a score of around 78. Looking ahead to 2027, shares of Lamb Research are expected to grow earnings at 65%. Giving them a forward PE multiple just shy of 24 times, which I think is intriguing. not the steel of a century, but if it continues to fall into around 22 times or even lower, I'm definitely buying before 2027. And analysts, they remain upbeat on the stock, giving it a 12-month price target of $375 per share. That's on average, implying more than 50% upside from current levels. But here's my approach. I believe Lamb Research is a highquality business operating in an industry with an attractive long-term demand. And after the recent sell-off, I'm becoming increasingly interested in that valuation. For investors looking beyond the companies just designing the AIA chips, I believe Lamb Research deserves serious consideration. And that brings us to stock number four. This is the one I told you to wait for, and that's going to be Sterling Infrastructure, stock ticker STRL. And this is a company I believe deserves much more attention from investors interested in AI. The fear-mongering happening around AI is a bunch of fluff in my eyes. If, and this is a big if, if you are investing in highquality tech companies with sound balance sheets, I think you're going to be fine. But if you are investing in the debt laden companies like say Cororeweave or Oracles of the world, well, those are going to come with a lot more risk. Not saying they're going to go under, but plenty of risk. They can still go up, but they'll be a lot more volatile. But like I always say, there are many different ways to invest in the AI buildout. Something I still remain in firm belief is that they are we're in the early to middle innings of this AI buildout. Because while everyone is talking about GPU, semiconductors, and AI software, there's another enormous opportunity developing the physical infrastructure required to build say the likes of data centers. Think about everything that goes into constructing a massive AI facility. You need land development, site preparation, electrical infrastructure, and a tremendous amount of construction work. And that's where Sterling Infrastructure comes in. Now, Sterling isn't a traditional technology company. It's an infrastructure business. But one of the most important growth opportunities is tied directly to the expansion of data centers and other missionritical facilities. So, there's been a lot of pressure with data centers, especially from the political world. But, I think a lot of that is going to blow over after the midterms are over. Again, when it comes to Sterling, this is an industrial company showing revenue growth of more than 100%. Net income increasing approximately 120%. And the company's backlog, which is one of the most important figures, it reached approximately 4.3 billion in the latest quarter. That's an increase of over 115% compared to prior year. Now, backlog is important because it represents contracted work that can provide visibility into future revenue. But here's the number I really want you to highlight. Missionritical projects represented approximately 92% of Sterling's E infrastructure backlog at the end of the most recent quarter. That includes projects such as data centers, manufacturing facilities, and semiconductor facilities. And that's why I believe Sterling has such an interesting opportunity. We just talked about capacity being a major issue. Who do you think is helping that situation? Sterling. The company doesn't need to predict which semiconductor manufacturer ultimately dominates. Whether it's the likes of Nvidia or AMD or more custom chips with the likes of Broadcom or Marll. If business continues investing in data centers and advanced manufacturing facilities, Sterling is going to benefit from the construction activity required to support those investments. And management has been seeing significant demand. And this is what I want you paying attention to. Not the fear in the media, not the weekly results of a stock or the market in general, but rather the actual results. What is the company's actually telling you? What are management teams guiding? That will tell you if this AI adoption period is slowing or still flowing. Remember when I told you to just wait until this final company? Well, check this out. The stock has done nothing from a performance perspective given its big pullback since topping out back in June. But look at the edge score of 88. That's higher than the likes of Nvidia. And looking here at valuation, you can see why. The stock trades at a PE ratio of just 13 times on a 29% earnings growth rate. That's a PEG ratio well below one. For an industrial company, that's not something you see that often. For comparable purposes, a company like CAT, it trades at a PEG ratio above one. And get this, the lowest forecast from analysts is still looking for a near doubling of the stock. Now, this company doesn't have as many analysts covering it as the others, so take that into account. But if you're looking for industrial exposure within your portfolio and looking at it from an AI perspective, definitely give Sterling a good hard look. But here's my long-term thesis. I believe the AI infrastructure boom extends far beyond semiconductors. And I think there's plenty of time left. And Sterling provides exposure to a different part of that investment cycle. It's not manufacturing chips. It's helped build the facilities where those chips will operate, and I believe that's a compelling opportunity. That's why Sterling rounds out my list of four stocks I'm interested in buying before the end of 2026. So, we discussed four companies: Nvidia, AMD, Lamb Search, and Sterling. And while all four benefit from technology investment, they're positioned in different parts of the market. Nvidia provides advanced AI computing platforms, as does AMD. Lamb Research provides the equipment required to manufacture advanced semiconductors. And Sterling, it helps build the physical facilities supporting the technology industry. But here's something I want investors to understand. Owning all four of these companies doesn't automatically mean you're diversified. Because even though they operate in different industries, they share exposure to technology investment and the broader AI infrastructure cycle. If major tech companies begin reducing capex, several of these businesses could experience pressure. It's what we've been seeing over the past few weeks. And that's why position sizing matters. It's also why I continue holding investments outside of technology, including dividend ETFs like the likes of SCHD and HDV, which I covered in my most previous investor weekly playbook, a video that I published over the most recent weekend, because I want exposure to long-term growth opportunities without making my entire portfolio dependent on one area of the market. Now, when it comes to buying these stocks, I'm not trying to predict the exact bottom, and I'm certainly not suggesting investors should put all of their eggs in one basket. Instead, I prefer taking advantage of volatility gradually. That could mean purchasing shares in stages or depending on the company and option premiums available, potentially look at some cash secured puts. But the most important thing is understanding the business and determining what you're willing to pay for it. Because a great company can still be a poor investment if you overpay. and a declining stock price doesn't automatically create an attractive valuation. That's why I want to continue monitoring earnings, free cash flow, balance sheets, and future growth expectations. So, there you have it. Four stocks I'm looking to potentially buy before the end of 2026. And while the recent tech selloff has created uncertainty, I believe it's also creating opportunity because some of these companies continue generating extraordinary revenue and earnings growth. Others, they're benefiting from infrastructure investment required to support AI, and several are trading below their recent highs. Now, that doesn't mean we've seen the bottom, and it doesn't mean every stock on the list is cheap. But I believe all four deserve a closer look as we approach 2027. Now, I want to hear from you. If you can only buy one of these four stocks before the end of this year, which would it be? Nvidia, AMD, Lam Research, or Sterling? Let me know down in the comments section. And again, if you enjoyed today's video, make sure you smash that like button down below, subscribe to the channel, and I'll see you in the next one. Take care. [music] >> [music]