Stocks to Love in 2026
The Motley Fool·2026-01-12 04:04

Investment Opportunities in Space Sector - The space sector is expected to continue its momentum into 2026, with the RCSpace and Defense Innovation ETF rising 50% in 2025 [3][5] - SpaceX is rumored to have an IPO in 2026, potentially valued at $1.5 trillion, which could positively impact other speculative stocks in the sector [4][5] - Rocket Lab (RKLB) is highlighted as a leading company in the space sector, with a preference for it over SpaceX [5] - Redwire (RDW) is noted for its role as a component manufacturer for space and drones, with potential for profitability in 2026 following a significant acquisition in 2025 [5][8] - The space sector is characterized by high risk and speculation, with many companies currently unprofitable [6][9] Investment Opportunities in Healthcare Sector - TransMedics Group is a medical device company that has developed an organ care system (OCS) for organ transplantation, which is FDA-approved and enhances organ viability during transport [15][16] - The company has transitioned to a fully integrated logistics and service provider, operating its own fleet of aircraft for organ transport [15] - TransMedics holds over 50% market share in the U.S. for portable organ systems and is initiating major clinical trials that could drive future growth [16][18] - Hims & Hers is a healthcare company disrupting traditional models, focusing on telehealth and compounding facilities, with a significant short interest of over 30% [20][24] - The company is involved in the GLP-1 market, which has generated both interest and skepticism among investors, but it is noted that GLP-1s represent only 20% of their business [25][28]