Investors seeking growth opportunities ahead of 2026 should consider two standout stocks with substantial potential gains. Despite recent pullbacks, both companies demonstrate strong fundamentals positioning them for market outperformance in the coming years.
1. Netflix
Netflix recently faced an unexpected tax expense that slightly lowered its third-quarter net income. However, the company’s strategic 10-for-1 stock split signals management’s confidence in future prospects.
The streaming giant is set for growth as it prepares to release the final season of its hit series Stranger Things and hosts live NFL games on Christmas Day for a second consecutive year. These events are expected to boost subscriber engagement and drive sales, particularly in Netflix’s emerging ad-supported segment.
Netflix dominates television viewing time among streaming peers due to its strong brand and a robust content ecosystem powered by advanced data analytics. Its market opportunity remains vast, with an estimated $650 billion addressable market still to be captured. The recent tax issue is viewed as a one-time effect and not representative of ongoing operational performance.
2. Veeva Systems
Veeva Systems specializes in cloud computing solutions tailored for life sciences firms like Merck and Eli Lilly. This targeted focus limits broader market exposure but creates a competitive moat in pharma, biotech, and medtech sectors.
The company reported a 16% revenue increase in its fiscal third quarter, reaching $811.2 million, with adjusted EPS climbing to $2.04. Despite a share price dip on cautious guidance and client concerns, Veeva achieved a $3 billion annual revenue run rate ahead of expectations. It aims to double revenue to $6 billion by 2030, capturing a $20 billion market opportunity.
Veeva’s impending launch of Veeva AI — an AI-powered productivity suite for life science companies — could accelerate adoption and expand its competitive advantages. This innovation supports sustained growth and reinforces Veeva’s leadership in a niche cloud segment.
Investment Perspective
Netflix and Veeva Systems both offer compelling growth narratives supported by strong brand positioning, expanding market opportunities, and innovative capabilities. Investors focused on long-term appreciation may find these stocks attractive buys as they position to capitalize on evolving industry dynamics well into the future.
Read more at: www.fool.com-
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