These 6 S&P 500 Stocks Are Up Over 100% In 2026: They're All In The Same Trade

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The S&P 500 is back at record highs after the Iran war selloff, but the rally under the surface is not evenly distributed. Six names have already doubled in 2026, and they all sit in the same trade: ...

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Four report earnings next week.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"这6只标普500股票在2026年上涨超过100%：它们都在同一行业","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6ee8712ca5a4902e76e46e06c93535df","symbols_score_info":{"GSLC":0.6,"SNVD.UK":0.6,"SDS":0.6,"VTI":0.6,"NVDD":0.6,"NVDQ":0.6,"SPYM":0.6,"GPIX":0.6,"TSPY":0.6,"UPRO":0.6,"NVDS":0.6,"ETFT":0.6,"SPYD":0.6,"STX":1.9,"AI":0.81,"DBSC":0.6,"NVD":0.6,"HIBL":0.6,"SPLV":0.6,"VBK":0.6,"IVW":0.6,"SCHX":0.6,"WFC":1.85,"SFY":0.6,"NVDO":0.6,"NVDY":0.6,"SPYQ":0.6,"VEU":0.6,"VTV":0.6,"DIPS":0.6,"JEPI":0.6,"XLG":0.6,"NVDA":1.85,"CHAT":0.81,"SPXS":0.6,"SPYV":0.6,"SPYU":0.6,"ESmain":0.6,"AGIX":0.81,"AIYY":0.6,"IJH":0.6,"SPHQ":0.6,"NVDG":0.6,"SPXU":0.6,"RSP":0.6,"BMAY":0.6,"ITOT":0.6,"MESmain":0.6,"VV":0.6,"NOBL":0.6,"SPXL":0.6,"NVD2.UK":0.6,"IVV":0.6,"ARTY":0.81,"SPGP":0.6,"SPUS":0.6,"CIEN":1.9,"SPHD":0.6,"XDTE":0.6,"SCHB":0.6,"OEF":0.6,"NVDS.UK":0.6,"XYLD":0.6,"ACWI":0.6,"YSPY":0.6,"NVIW.SI":0.6,"MS":0.81,"NVDL":0.6,"OEX":0.6,"MOAT":0.6,"SPUU":0.6,"IVE":0.6,"SSO":0.6,"NVII":0.6,"SPMO":0.6,"LITE":1.9,"NVDU":0.6,"IJR":0.6,"AIPO":0.81,"ANV":0.6,"3NVD.UK":0.6,"SPDN":0.6,"SPYI":0.6,"NVD3.UK":0.6,"NVDX":0.6,"ALLW":0.6,"2NVD.UK":0.6,"NVDW":0.6,"SPYG":0.6,"WDC":1.92,"HIBS":0.6,"SH":0.6,"TER":1.9,"NVDB":0.6},"content_text":"The S&P 500 is back at record highs after the Iran war selloff, but the rally under the surface is not evenly distributed. \nSix names have already doubled in 2026, and they all sit in the same trade: the physical layer of artificial intelligence.\nStorage. Optical networking. Chip testing. These are the bottlenecks that the market has spent the last four months repricing as permanent, not cyclical.\nThrough April 22, the six best-performing S&P 500 stocks year-to-date are: \nSandisk is the clearest AI-memory pure-play on the market, and the numbers have done the talking. \nCloud and datacenter sales grew 123% from fiscal Q3 2025 to fiscal Q2 2026, according to company disclosures, and management guided fiscal Q3 revenue to $4.4 billion to $4.8 billion with gross margins above 65%.\nNAND contract prices are expected to rise 70% to 75% quarter-over-quarter. Sandisk itself raised NAND flash prices by more than 10% starting April 1. \nAccording to Benzinga’s Analyst Stock Ratings, the consensus Street price target now sits at $646.00, which is 31.5% below the current $943.35 share price.\nWells Fargo &amp; Co. was the last to update its rating on Sandisk, raising its price target from $675 to $975 on April 20 while maintaining Equal-Weight. Earlier in April, Evercore ISI Group initiated coverage at $1,200 with an Outperform rating — the Street high.\nFiscal Q3 earnings drop April 30 after the close. \nWestern Digital’s story is structural. The company has reportedly sold out its entire 2026 hard-disk-drive production capacity, and long-term purchase agreements with hyperscalers extend into 2027 and 2028. \nCloud now accounts for roughly 89% of revenue.\nBenzinga’s Analyst Stock Ratings shows that the consensus Street price target now sits at $253.29, which is 36.5% below the current $399.08 share price.\nBarclays was the last to update its rating on Western Digital, raising its price target from $325 to $405 on April 22 while maintaining Overweight. The Street-high is $420, set by Cantor Fitzgerald on Feb. 4.\nFiscal Q3 results are due April 30 after the close.\nLumentum makes the optical transceivers and laser chips that move data between GPUs inside AI data centers. Without them, AI training clusters do not function at scale.\nThe company joined the S&P 500 earlier in April and recently received a $2 billion strategic investment from Nvidia Corp. (NASDAQ:NVDA) paired with a multi-billion-dollar purchase commitment.\nThe Street’s average price target on Lumentum Holdings stands at $607.07, per Benzinga’s Analyst Stock Ratings — about 27.2% below the current $833.81 share price.\nEarlier this week, Morgan Stanley revised its call, moving its price target from $595 to $710 on April 20 while keeping an Equal-Weight rating. The Street-high of $950 belongs to JPMorgan Chase & Co., set on April 9.\nCiena makes the optical transport gear that connects data centers to each other across metros, oceans and continents. As AI training clusters outgrow single buildings, the data-center-interconnect market has become one of the most visible bottlenecks in the AI buildout.\nAnalyst consensus on Ciena currently points to a $324.50 price target — 35.7% below the $504.93 current share price, per Benzinga’s Analyst Stock Ratings.\nMorgan Stanley issued the latest call, lifting its price target from $286 to $405 on April 20 while holding Equal-Weight. The Street-high of $550 is shared by JPMorgan and Bank of America Securities, both set on April 16 — Bank of America had upgraded the stock from Neutral to Buy in early March.\nThe next earnings report is on June 4.\nSeagate sells spinning hard drives — a technology the market had written off for a decade. Then AI arrived, and hyperscalers discovered they needed massive amounts of cold and warm storage at a fraction of the cost-per-terabyte of NAND flash.\nPer Benzinga’s Analyst Stock Ratings, the aggregated Street price target on Seagate Technology Holdings is $429.55 — 25.3% below the current $575.30 share price, the tightest gap among the six names.\nBarclays was the most recent to update coverage, and this one was a genuine rating change: an upgrade from Equal-Weight to Overweight on April 22, paired with a price target hike from $425 to $625. The Street-high of $650 belongs to Cantor Fitzgerald, set February 4.\nEarnings drop April 28 after the close.\nTeradyne makes the automated test equipment that validates AI chips before they ship. CEO Greg Smith said on the fiscal Q4 earnings call that AI applications accounted for more than 60% of revenue in Q4 and were expected to drive upwards of 70% in Q1 2026.\nThe consensus Street price target on Teradyne stands at $253.61, according to Benzinga’s Analyst Stock Ratings — 35.3% below the current $392.00 share price.\nUBS Group AG posted the latest call, pushing its price target from $325 to $440 on April 21 while keeping a Buy rating. That $440 figure is now the Street-high.\nFiscal Q1 earnings are due April 28.\nPhoto by Andrey_Popov via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2629185098","isCrawlerRequest":true}