February's Investment Spotlight: Three Stocks Poised for Growth in 2026
With February's abbreviated trading calendar, investors are weighing opportunities to position portfolios for the year ahead. While the broader market offers no shortage of options, three names stand out for their potential to deliver strong performance through 2026 and beyond.
Amazon (NASDAQ: AMZN) has notably underperformed the S&P 500 (SNPINDEX: ^GSPC) over the past year. Yet, historical patterns suggest share prices eventually mirror earnings trajectory. The e-commerce and cloud giant's bottom line is showing robust growth, fueled by sustained cost-efficiency measures. This trend is anticipated to be confirmed when the company releases its Q4 2025 results this week.
Looking further ahead, the rise of agentic AI is expected to provide a significant tailwind for Amazon Web Services (AWS) in 2026. After regaining momentum in Q3, AWS is well-positioned to capture substantial demand as enterprises ramp up investments in AI agent deployment and seek tangible returns, potentially reigniting the cloud unit's market leadership.
In the biotech sector, BeOne Medicines (NASDAQ: ONC) presents a compelling case despite a more than 50% stock surge in the last 12 months. Its flagship therapy, Brukinsa, has become the frontline treatment for multiple blood cancers, with sales growth in the U.S. and Europe projected to continue. The company recently secured Chinese approval for sonrotoclax in treating relapsed/refractory mantle cell lymphoma and chronic lymphocytic leukemia, with a U.S. decision pending. Additionally, a Phase 2 study could pave the way for accelerated approval of another candidate, BGB-16673, later this year.
For income-focused investors, Enterprise Products Partners (NYSE: EPD) offers an attractive proposition. The master limited partnership boasts a forward distribution yield of 6.6% and a remarkable 27-year streak of annual distribution increases. A key growth driver for 2026 could be the AI-fueled data center construction boom, which management identifies as a primary catalyst for rising natural gas demand—a direct benefit for the company's extensive pipeline network.
Market Voices: Investor Perspectives
David Chen, Portfolio Manager at Horizon Capital: "The logic here is sound. Amazon's cloud rebound narrative and BeOne's regulatory catalysts are classic 'growth at a reasonable price' stories. Enterprise Products is a solid defensive play with a growth kicker from AI infrastructure."
Rebecca Shaw, Independent Retail Investor: "I'm cautiously optimistic. BeOne's pipeline is exciting, but biotech is volatile. Amazon needs to prove AWS can truly monetize this AI agent wave beyond just hype."
Marcus Thorne, Financial Blogger at 'The Skeptical Investor': "This is just more 'story stock' promotion. Amazon lagged for a reason—retail margins are squeezed, and AWS faces brutal competition. Throwing 'AI' and 'data centers' into every pitch doesn't magically create value. Where's the detailed demand model for gas pipelines? This feels like a rehash of old themes."
Dr. Anya Desai, Healthcare Sector Analyst: "BeOne's recent approval in China is a major, underappreciated milestone. It diversifies revenue geographically and de-risks the commercial profile. The market still prices it as a single-drug company, which is an oversight."
Disclosure: Keith Speights holds positions in Amazon and Enterprise Products Partners. The Motley Fool holds positions in and recommends Amazon and recommends Enterprise Products Partners.