S&P 500 Materials Sector SPDR (XLB)

Rotation is the word of the year, and it’s reshaping everything from tech stocks to energy, materials, and even global markets.

It's the Year of the Fire Horse! Which sector will come out on top in 2026 in this S&P 500 horse race? Let's take a look.

Despite Air Products and Chemicals' underperformance relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

As Steel Dynamics has outperformed the broader market over the past year, and analysts remain highly optimistic about the stock’s prospects.

Despite PPG Industries' outperformance relative to the SPX over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.

Our senior market strategist explains the secular sector rotation taking place in the market right now.

While International Flavors & Fragrances has lagged the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

As LyondellBasell Industries has considerably underperformed the broader market over the past 52 weeks, Wall Street analysts maintain a cautious outlook about the stock’s prospects.

While Sherwin-Williams has underperformed relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

Due to CF Industries' underperformance relative to the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.