Velo3D (VELO)
Entry: Unlock
Price target: 19.00-20.00
Second PT: 22.00-23.00
Growth trends imply meaningful adoption of 3D printing solutions between the 2020s-2030s, and 2026 falls right around the middle of that growth phase, potentially making it an important year for 3D printing companies. Industries like aerospace & defense, healthcare, automotive, and industrial manufacturing are all utilizing 3D printed parts, tooling, and components. What used to be a prototyping tool is turning into a full on production technology.
Last year, we covered a company named Xometry (XMTR) and it rallied more than 100% following our analysis. While that company still remains on our watchlist this year, we’re expanding our coverage to Velo3D as well. The U.S. Department of War is on a mission to eliminate critical manufacturing bottlenecks in defense production, and they’ve already rewarded some companies with contracts to speed up the process…$VELO is one of those companies. Although small, the company earned a $32.6 million contract in December, but that alone isn’t the only reason $VELO may be a winner.
Velo3D prides itself on the only U.S. based industrial scale OEM with domestically developed “laser powder bed fusion technology”, which is particularly valuable given new defense restrictions on foreign manufactured 3D printing equipment. The company’s technology allows for more complex geometries than many competitors can achieve…which may be why they’ve landed contracts with reputable names like SpaceX, Lam Research, Honeywell, and more. Just recently, the company also announced Anduril as a customer, an infamous private defense company.
The story of Velo3D seems rosy for 2026, but there’s still a lot of work to do. The company is still a small player in a very big market, which means there’s a lot of room to grow, but also fierce competition. The company’s financial position is weak and leaves little room for error; therefore investors must watch for execution risks. VELO’s leaders have landed some reputable customers, but they must deliver and land more contracts to remain relevant.
Risk: Investing in early-stage penny stocks involves elevated risk due to limited operating history, unproven business models, and often minimal revenue. These stocks tend to be highly volatile and thinly traded, making price swings and liquidity issues common. We'll be updating our position accordingly to developments for our Hyper Stocks Pro members.
Please note that price targets are subject to change based on market developments and company updates. These stocks usually take time to come around. Wanna see real-time market updates? Learn more here.
Berkshire Hathaway (BRK/B or BRK.B)
Entry: Unlock
Price target: 542.00+ New ATH
Second PT: TBD
After decades at the helm, Warren Buffett officially retired on January 1, handing over his legacy to Greg Abel, a longtime Berkshire executive who joined the company in 1999 and rose to the board in 2018. Now he oversees Berkshire’s core operating businesses that generate steady cash flow, as well as its massive stock portfolio made up of long term investments in some of the world’s largest companies.
Buffett is leaving Abel with a bit of cash to play with…by little, we mean a record shattering $380+ billion. That’s more cash than ever recorded by a public company, giving them dry powder for acquisitions, dividend payouts to investors, share buybacks, and large equity purchases. This also puts the company in a position to take advantage of buying severe market downturns and continue its legacy for decades to come.
As for financial performance, Berkshire doesn’t fall short of impressive. The company’s quarterly revenue is close to $100 billion, similar to that of a name like Google. And net income has remained impressive over the years, leaving them at a price to earnings ratio of 16x, far more impressive than the S&P 500’s average of 29x right now.
Although our general market outlook remains bullish, adding a strong hedge to one’s portfolio as insurance is important. Berkshire Hathaway is our favorite hedge against the market right now because they’re one of the few strong companies trading at a highly discounted valuation and is in a position to buy severe market dips with their massive cash pile. This stock may move slow, but when uncertainty increases in high growth tech stocks, investors are likely to flock to a safe name like this one.
Please note that price targets are subject to change based on market developments and company updates. These stocks usually take time to come around. We'll be updating the stock as needed for our Hyper Stocks Pro members. Wanna see real-time market updates? Learn more here.
Roku (ROKU)
Entry: Unlock
Price target: 115.00-120.00
Second PT: 138.00-142.00
Despite pushback from many traders, we have remained bullish on Roku over the past 12 months because of the company’s dominance in the connected TV (CTV) space. The company controls 39% of the CTV market share, and a recent partnership with Amazon now gives the two companies access to advertise to 80 million CTV households, representing 80% of U.S. based CTV. In an era where streaming advertising is gold, this partnership supercharges their ability to reach audiences more efficiently, enhancing the user experience and delivering stronger results for business partners.
Roku’s growth is not exponential, but it is steady. The company has grown revenue at a low double digit rate over the past three years, though profitability had lagged. That changed with its last two quarterly earnings report, where Roku posted its first profitable quarters since 2021.
Looking back, Roku didn’t really have bad years in terms of revenue, the stock was just a victim of the post 2020-2021 market correction. In 2021, Roku reached a market cap of $42 billion, which was extremely overvalued and was rightfully slashed by 75% in the years to follow. But now at a $14.9B valuation, Roku is starting to look like an attractive buy, especially as earnings grow.
Roku is not a “buy and forget” company, but it has been consistent enough to warrant attention. The stamp of approval from Amazon is likely to attract new investors, especially as the ad experience improves and financial strength grows. We believe this partnership is exactly what Roku needed to break out of its three year range. If revenue remains steady and profit margins continue to improve as expected, the company could be a winner in 2026.
Please note that price targets are subject to change based on market developments and company updates. These stocks usually take time to come around. We'll be updating the stock as needed for our Hyper Stocks Pro members. Wanna see real-time market updates? Learn more here.
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Stock Name - Unlock
You've reached the end of our complimentary public watchlist. Unlock for the full list by becoming a member of our Hyper Stocks community. Click here to unlock more high probability set-ups!
Stock Name - Unlock
You've reached the end of our complimentary public watchlist. Unlock for the full list by becoming a member of our Hyper Stocks community. Click here to unlock more high probability set-ups!
Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice. Investing involves risk, including the possible loss of capital. Always conduct your own research or consult with a licensed financial advisor before making investment decisions.
Hyper Stocks and its contributors may hold positions in some of the securities or assets mentioned above. These positions are subject to change without notice. Any opinions expressed reflect current views at the time of writing and are not guarantees of future performance. Past performance does not guarantee future results.