History Says the Nasdaq Will Soar in 2026: 2 AI Stocks With Big Upside to Buy Now, According to Wall Street

2 months ago 28

Trevor Jennewine, The Motley Fool

Tue, January 27, 2026 astatine 3:25 AM CST 5 min read

Historically, the Nasdaq Composite has gained an mean of 98% successful the archetypal 2 years of a bull market; the scale has added 58% since the existent bull marketplace started past April.
Meta Platforms' investments successful artificial quality person improved advertisement show crossed its societal media properties, allowing the institution to complaint much per impression.
Robinhood's mobile-first plan and wide merchandise portfolio appeals to young investors, and that vantage should pb to marketplace stock gains arsenic its idiosyncratic basal matures.
10 stocks we similar amended than Meta Platforms ›

The Nasdaq Composite (NASDAQINDEX: ^IXIC) entered a bull marketplace connected April 8, 2025. The scale has since added 54%, but past says it volition ascent overmuch higher. Since 1990, the Nasdaq has returned an mean of 98% during the archetypal 2 years of a caller bull market.

What does that imply? The Nasdaq closed astatine 15,268 connected April 8, 2025. The scale volition soar 98% to 30,231 by April 8, 2027, if its show matches the humanities average. Past results are ne'er a warrant of aboriginal returns, but investors should see buying 2 Nasdaq stocks: Meta Platforms (NASDAQ: META) and Robinhood Markets (NASDAQ: HOOD).

Among 72 analysts, Meta has a median people terms of $820 per share. That implies 25% upside from its existent stock terms of $658.
Among 28 analysts, Robinhood has a median people terms of $155 per share. That implies 45% upside from its existent stock terms of $107.

Here's what investors should cognize astir Meta Platforms and Robinhood.

A idiosyncratic wearing a acheronian bluish suit holds a tablet portion seated astatine a table covered successful documents.

Meta Platforms owns 3 of the 4 astir fashionable societal media networks arsenic measured by monthly progressive users. And Facebook, Instagram, Messenger, and WhatsApp collectively scope 3.5 cardinal radical daily. That standard creates a web effect: Creators travel users, users travel creators, and advertisers travel both. That dynamic has made Meta the second-largest adtech company.

Malik Ahmed Khan astatine Morningstar precocious wrote, "Meta is simply a integer advertizing juggernaut poised to summation its marketplace share." His condemnation is partially owed to the company's occurrence with artificial quality (AI). Content proposal and ranking systems powered by instrumentality learning person improved idiosyncratic engagement and advertizing conversion rates, which has strengthened demand.

In prepared remarks, CFO Susan Li told analysts advertisement impressions accrued 14% successful the 3rd quarter. She besides said the mean terms per advertisement summation 10% owed to "increased advertiser demand, mostly driven by improved advertisement performance." Meta banal sold disconnected sharply pursuing the study and it remains 17% beneath its precocious due to the fact that absorption said superior expenditures volition beryllium "notably larger" successful 2026.