FPO
Businessweek
Ferraris, Advil and AI Chips: 10 Companies to Watch Right Now
Q2 2026
Following our list of 50 Companies to Watch in January, here are 10 names you should know—for better or worse—in the second quarter. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months that supports our case. —Tim Craighead
For more information on Bloomberg Intelligence, please visit www.bloomberg.com/bi
Broadcom
Outlook ☀️
Adoption of custom artificial intelligence chips is increasing, and Broadcom’s specialized “accelerator” semiconductors are far cheaper than rival offerings from Nvidia and AMD for specialized tasks such as customer service chatbots that answer repeated questions. The growing success of the company’s XPU chips and networking gear for data centers should propel surprising sales growth in the next two years.
—Kunjan Sobhani
Data Sheet
Market cap
$1.5T
Estimated 2026 sales
$113B
Forecast sales growth
69%
President/CEO
Hock E. Tan
Legal name
Broadcom Inc.
Trigger
- In the second-quarter earnings report in June, updates on sales volumes of AI accelerator chips and networking gear, as well as details on its order backlogs, should validate the AI revenue surprise.
Deutsche Bank
Outlook ☀️
Germany’s biggest lender is set to top expectations for revenue as its fixed-income business gains market share. The government in Berlin’s planned increases in infrastructure and defense spending augur greater domestic economic activity and bank lending. Given DB’s strong balance sheet, its share buybacks also have the potential to provide a meaningful surprise.
—Philip Richards
Data Sheet
Market cap
$57B
Estimated 2026 sales
$38B
Forecast sales growth
5%
Chairman-Mgmt Board/CEO
Christian Sewing
Legal name
Deutsche Bank AG
Trigger
- Investment bank profits and German GDP growth should bolster the earnings per share Deutsche is expected to announce in April.
Dexcom
Outlook ☀️
The manufacturer of diabetes-related devices is introducing a glucose monitor that can continuously check insulin for 15 days, with no finger pricks. A significant upgrade from the prior 10-day model, it should boost Dexcom’s profit margin this year as adoption picks up.
—Matt Henriksson
Data Sheet
Market cap
$24B
Estimated 2026 sales
$5.2B
Forecast sales growth
12%
President/CEO
Jacob S. Leach
Legal name
Dexcom Inc.
Trigger
- Earnings results coming in June should provide proof of an expanding profit margin from sales of the new product.
DraftKings
Outlook ☀️
Mounting concerns that prediction markets will displace traditional sports betting look overblown. While downloads of new competitor Kalshi’s app during the NFL playoffs outpaced those of DraftKings, the more established betting platform still has three times as many users. DraftKings looks on track to expand its sports betting revenue by almost 10% this year, surpassing management’s guidance. Meanwhile, it’s launching its own predictions app.
—Brian Egger
Data Sheet
Market cap
$11B
Estimated 2026 sales
$6.9B
Forecast sales growth
14%
Chairman/CEO/Co-Founder
Jason D. Robins
Legal name
DraftKings Inc.
Trigger
- Upcoming monthly data should show DraftKings’ prediction-market app picking up users, and betting on this summer’s soccer World Cup in the US will likely lift its profits.
Ferrari
Outlook ☀️
The much-anticipated F80 supercar, now starting deliveries, and the all-electric Luce, expected in May, are just two of 20 new models coming from the Italian automaker’s stable in the next three years. Even though its average price has jumped 24% in the past five years, Ferrari remains sold out through 2027, which should turbocharge its profit margin beyond the consensus expectation.
—Michael Dean
Data Sheet
Market cap
$57B
Estimated 2026 sales
$8.7B
Forecast sales growth
8%
Chairman
Benedetto Vigna
Legal name
Ferrari NV
Trigger
- First-quarter results due in May should show increased deliveries of the F80, and the same month Ferrari will announce the price of the Luce, giving investors a better sense of potential demand.
Haleon
Outlook ☀️
The British maker of Advil pain reliever, Centrum vitamins, Sensodyne toothpaste and other health products is positioned to gain market share, particularly in the US, which accounts for more than a third of its sales. With its lean inventories and marketing campaigns that are gaining traction with customers, Haleon should see earnings expand at least 10% over the next two years, beating the consensus expectation.
—Diana Gomes
Data Sheet
Market cap
$43B
Estimated 2026 sales
$15B
Forecast sales growth
4%
Chief Executive Officer
Brian McNamara
Legal name
Haleon PLC
Trigger
- Continued gains in the US market share for pain relief and vitamins should lead to strong sales growth in the results reported in April.
Japan Exchange
Outlook ☀️
As more foreigners and local retail investors jump into Japanese equities, the country’s leading stock exchange is poised to benefit. And rising interest rates will boost the income Japan Exchange earns from cash balances it holds as collateral for transactions.
—Sharnie Wong
Data Sheet
Market cap
$12B
Estimated 2026 sales
$1.5B
Forecast sales growth
27%
Representative Executive Officer/CEO:Group
Hiromi Yamaji
Legal name
Japan Exchange Group Inc
Trigger
- Fiscal year results due in April are set to top estimates of equities turnover, and interest-rate increases expected from Japan’s central bank in April or June should further boost the exchange’s profit margin.
Magellan
Outlook ☀️
The Australian money manager’s planned purchase of rival Barrenjoey will raise its assets under management by a quarter, to about A$50 billion ($35 billion), and should also bolster earnings. With Magellan likely to continue paying out 80% of its profits to shareholders, the dividend could jump more than 10% during the year ending in June 2027, far exceeding market expectations.
—Matt Ingram
Data Sheet
Market cap
$1.3B
Estimated 2026 sales
$0.2B
Forecast sales growth
-7%
Managing Director/CEO
Sophia Rahmani
Legal name
Magellan Financial Group Ltd
Trigger
- An April shareholder vote on the Barrenjoey deal will mark the next step in closing the merger, offering greater insight into future dividend levels.
Meituan
Outlook ☁️
China’s largest food delivery company has more than 770 million users but faces increasing competition from Alibaba, Douyin and other AI-savvy businesses. That’s especially true in “instashopping”—which pledges a 30-minute delivery—as well as in nonfood purchases such as travel and hotel bookings. Despite Meituan’s pending acquisition of the DingDong grocery delivery business, its profits look set to disappoint as fees from transactions will be constrained.
—Catherine Lim
Data Sheet
Market cap
$62B
Estimated 2026 sales
$59B
Forecast sales growth
16%
Chairman/CEO/Exec Dir/Co-Founder
Wang Xing
Legal name
Meituan
Trigger
- With rivals expected to reveal aggressive AI growth plans in May, Meituan’s customer traffic and profits risk looking anemic.
Taylor Wimpey
Outlook ☁️
Hopes for a jump in new-home completions at the British builder appear overly optimistic. Taylor Wimpey’s volume of new builds may only rise by about 1%, versus a consensus estimate several times higher. And its profits are likely to fall short of market expectations, thanks to a slowdown in orders as growing numbers of existing homes hit the market.
—Iwona Hovenko
Data Sheet
Market cap
$4.1B
Estimated 2026 sales
$5.1B
Forecast sales growth
2%
Chief Executive Officer
Jennie Daly
Legal name
Taylor Wimpey plc
Trigger
- A sales update in April and an earnings report in July will likely reveal how far profits may slide.
(Corrects market capitalization figure for Broadcom and sales and revenue growth figures for Japan Exchange.)