Top Stock Picks for 2026: Amazon, Expedia, and DoorDash Analysis

Amazon: Accelerating Growth and Expanding Margins

• 🚀 Amazon is highlighted as a top pick with accelerating revenue growth and expanding margins.
• ☁️ Growth is driven by both their AWS (cloud business) and their retail business.
• 🛍️ The OBA stimulus is expected to benefit discretionary spend companies like Amazon.
• 💡 Key product initiatives such as perishable checkout and the Rufus AI agent are seen as powerful business drivers.
• 🚚 Improvements in delivery speed and acceleration in the advertising business also contribute to the positive outlook.

Expedia: Best Play for US Travel Recovery

• ✈️ Expedia is recommended as the best way to play a recovery in US travel.
• ⚽ The upcoming World Cup in North America is anticipated to be a significant, long-lasting event boosting travel.
• 📉 The company benefits from an easing comparable due to travel softening mid-last year.
• 💰 Expedia is noted as the cheapest among travel names, trading at 17-18 times earnings, with potential for low double-digit topline growth and margin expansion.
• 📈 A healthy 20-25% earnings growth is projected, supported by significant stock buybacks and an improved management team.

DoorDash: Strong Execution in Gig Economy

• 🛵 DoorDash is praised for its strong execution within the gig economy space.
• 🌍 The company is making significant investments, including the acquisition of Deliveroo, a major European food delivery company.
• 📉 Stock performance was impacted by announced investments last quarter, but this has now cleared, offering a clean shot at growth.
• 📈 DoorDash is expected to achieve 20-25% top-line growth.