Analysts are making no secret about the S&P 500 stocks they think you should avoid next year. But they have their favorites, too.
Source: https://www.investors.com/etfs-and-funds/sectors/sp500-buy-a…
VanEck Semiconductor ETF is reiterated as a “Buy,” with shares at all-time highs and strong recent momentum. SMH’s valuation, now in the low-20s P/E, remains compelling given a 15% long-term EPS growth rate and robust sector leadership. Top holdings like NVDA and TSM have increased concentration, making monitoring their fundamentals and technicals crucial.
U.S. software stocks fell on Thursday after SAP’s cautious cloud outlook and a post-earnings drop in ServiceNow shares reinforced investor ​concerns about mounting competition from artificial intelligence-related companies.
GGAL, FMC and CCI have been added to the Zacks Rank #5 (Strong Sell) List on February 10, 2026.
