Top Rated Stock: Tired of AI Hype? Check These Alternatives
Sick of chasing sky-high AI and memory stocks? Three solid names in energy infrastructure, regional banking, and immersive platforms are quietly building massive momentum—poised for big moves in 2026. Find out why now's the time to pivot.
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Kinder Morgan Inc (KMI): Stable Cash Flows in LNG Supercycle
KMI, a leading midstream energy infrastructure operator, benefits from vast natural gas pipeline networks serving high-growth demand centers. The company's latest Q4 2025 earnings, reported January 21, 2026, delivered record quarterly and full-year results, with adjusted EBITDA up significantly year-over-year, driven by strength in natural gas segments and contributions from expansions and acquisitions like Outrigger.
Executive Chairman Rich Kinder emphasized a bullish long-term outlook on U.S. natural gas demand, highlighting LNG feed gas as the "largest and most certain" growth driver.
KMI estimates 2026 LNG feed gas demand at an all-time high average of 19.8 Bcf/d, a 19% increase from 16.6 Bcf/d in 2025. Projections extend to over 34 Bcf/d by 2030, creating substantial opportunities for Gulf Coast-focused pipelines.
Most feed gas transportation agreements are take-or-pay, providing high cash flow visibility and certainty.
The board declared a Q4 dividend of $0.2925 per share (annualized $1.17), a 2% increase over 2024, with 2026 guidance targeting $1.19 per share. Adjusted net income outlook for 2026 shows 5% growth, with Adjusted EBITDA at $8.6 billion (up 2.5%) and a stable leverage profile.
Outlook:
LNG export expansion and power generation needs support sustained volume growth, positioning KMIKMI-- for reliable mid-single-digit EBITDA increases and attractive total returns through dividends and modest appreciation in a demand-driven energy transition.
First Horizon Corporation (FHN): Southeast Dominance Drives Momentum
FHN, a leading Southeast-focused regional bank, exhibits strong fundamentals with improving net interest dynamics and credit quality. Recent performance reflects efficient operations and balanced growth in loans and fees.
The latest quarterly results highlighted EPS and revenue beats, supported by expense discipline and diversified income streams. FHN's rate-neutral PPNR model and stable credit outlook enhance predictability amid policy shifts.
The stock has broken out to new highs not seen since 2006, reflecting market recognition of its regional leadership and execution. Multiple major investment banks have upgraded ratings or raised targets recently, with consensus in the $27 to $30 range, signaling confidence in sustained NII trends and capital returns.
Outlook:
With anticipated economic stability and Southeast growth tailwinds, expect continued margin expansion and mid-teens EPS progression into 2026, delivering compelling total returns blending reliable dividends with capital appreciation. FHN offers attractive regional banking exposure with defensive qualities and cyclical upside.
Roblox Corporation (RBLX): Engagement Engine Ready for Sustained Acceleration
Roblox operates a leading user-generated immersive platform, driving exceptional engagement through creator tools and viral experiences. Despite recent volatility, its network effects and innovation pipeline position it for outsized growth.
Recent quarterly results showcased robust bookings and revenue increases, fueled by record daily active users and regional expansions, particularly in APAC. Developer earnings hit new highs, underscoring ecosystem health.
Wall Street appears overly cautious, with 2026 bookings growth forecasts clustered at 20-25%, reverting to prior-year ranges. However, Roblox's "hit machine" capability—evidenced by frequent viral titles—supports potential for 30-40% sustained growth. Investments in infrastructure, safety, AI, and developer tools represent long-term strategic bets, not promotional burn, enhancing platform stickiness.
A key untapped lever is advertising: Currently nascent compared to peers, in-game ads remain early-stage with minimal revenue contribution. As maturity improves, this could unlock a new growth tier beyond Robux sales.
Outlook:
Expect bookings acceleration from content momentum and ad ramp, driving margin expansion and multi-year compounding. RBLX offers high-conviction upside in digital entertainment for investors embracing its creator-led model.
Independent investment research powered by a team of market strategists with 20+ years of Wall Street and global macro experience. We uncover high-conviction opportunities across equities, metals, and options through disciplined, data-driven analysis.
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