3 Stocks to Buy for a Rebound in 2026's Second Half

The major indexes might be on pace to deliver above-average gains in 2026, but not every stock has joined in on the market's (admittedly turbulent) positive run this year.

But that doesn't necessarily mean all the stragglers will remain in the red.

Today, I'm going to look at a handful of stocks that Wall Street thinks will rebound in 2026.

Disclaimer: This article does not constitute individualized investment advice. Individual securities, funds, and/or other investments appear for your consideration and not as personalized investment recommendations. Act at your own discretion.

The Best Rebound Stocks to Buy Now

How did I pick the best stocks for a resurgence in 2026's back half?

I started by looking for stocks that have declined by at least 10% or more, which represents at least 20 percentage points of underperformance against the S&P 500. But I didn't limit the list to just the large-cap index—I broadened the scope to the S&P Composite 1500, which includes small-, mid-, and large-cap stocks.

Related: 14 Best Investing Research & Stock Analysis Websites [2026]

From there, I looked for stocks that analysts surveyed by S&P Global Market Intelligence believe have at least 20% upside from current prices, as determined by their consensus 12-month price targets.

Lastly, I ranked these stocks based on their consensus analyst ratings from S&P Global Market Intelligence. The consensus rating is the average of all known analyst ratings of the stock, boiled down to a numerical system where …

1-1.5 = Strong Buy
1.5-2.5 = Buy
2.5-3.5 = Hold
3.5-4.5 = Sell
4.5-5 = Strong Sell

In short: The lower the number, the better the overall consensus view on the stock. All stocks here are rated at least 1.5 or below, meaning they're all considered Strong Buys right now.

Here are three picks from my larger list of the best stocks to buy for a 2026 rebound. I'll tell you about the company, outline its analyst ratings and projected upside, and provide some of the bull case from one of each company's covering analysts.

Microsoft

• Sector: Information technology
• Market capitalization: $2.9 trillion
• 2026 YTD return: -20%
• Consensus analyst rating: 1.32 (Strong Buy)
• Consensus 12-month price upside: 44%

About Microsoft (MSFT): Microsoft is one of the most dominant names in technology and among the largest tech stocks on the planet. The average person knows Microsoft for its iconic Windows and Office productivity software for personal computers, as well as its Xbox gaming console and related software. But Microsoft also is a major player in cloud computing, via its still-growing Azure cloud services, and an emerging titan in artificial intelligence—a position it further cemented in 2025 with the announcement of a strategic partnership with Anthropic (as well as a chipmaker I'll get to next). It's also an aggressive dividend grower.

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Analyst Ratings: 53 Buys, 3 Holds, 0 Sells

Why the Analysts Still Believe: "Microsoft continues to pursue long-term growth through its artificial intelligence (AI) and cloud investments. CEO Satya Nadella sees GenAI as a rare change to a fundamental computing paradigm, and Microsoft is moving aggressively to exploit the opportunities opened by GenAI, as demand currently outstrips the supply of its cloud services. Although not immune to macroeconomic challenges (such as declines in the PC original equipment manufacturers (OEM) market and in digital advertising), Microsoft has about as diversified and strong a set of assets as any company in the technology arena—and may even be seen as a safe haven for investors in uncertain times. The company is one of a few names with a complete, integrated commercial product set aimed at enterprise efficiency, cloud transformation, collaboration, and business intelligence. It also has a large and loyal customer base, a substantial cash cushion, and a rock-solid balance sheet. Market concerns over GenAI investments have dogged MSFT shares over the last year, though these concerns are belied by the company’s strong revenue and margin performance." — Argus Research analyst Joseph Bonner (Buy)

Related: 10 Monthly Dividend Stocks for Frequent, Regular Income

Trimble

• Sector: Information technology
• Market capitalization: $12.5 billion
• 2026 YTD return: -31%
• Consensus analyst rating: 1.31 (Strong Buy)
• Consensus 12-month price upside: 57%

About Trimble (TRMB): Trimble is a technology provider whose hardware, software, and services help connect the physical and digital worlds. Its offerings are heavily geared toward the construction industry, including 3D software for architecture, business management tools, digital fabrication solutions, project management software for contractors, and more. But its offerings are also used in utilities, forestry, and agriculture. It also has a transportation unit that includes maps and transportation management products, but Axios recently reported that Trimble is looking to sell that arm of the business.

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Analyst Ratings: 13 Buys, 0 Holds, 0 Sells

Why the Analysts Still Believe: "TRMB's complexity factor has proven a near-term headwind to shares, with upward estimate revisions a much-needed catalyst for shares. We believe preserving the track record of beats will prove more valuable over the long-term investment horizon. On the fundamentals, we were encouraged by management's multi-vector approach to AI monetization, demonstrating the technology as both feature and standalone product. ... Despite the myriad crosswinds facing Trimble's diverse endmarkets, we believe the company has positioned itself to benefit from the secular digitization in the key verticals of construction, geospatial, and transportation. We believe Trimble will benefit from both share gains, and continued migration to higher margin recurring revenue, and software and services, as it increasingly offers its customers integrated workflow solutions. We continue to believe Trimble will outperform peers as well as the broader economy leveraging its data-centric solutions." — Oppenheimer analysts (Outperform)

Wynn Resorts

• Sector: Consumer discretionary
• Market capitalization: $9.8 billion
• 2026 YTD return: -20%
• Consensus analyst rating: 1.21 (Strong Buy)
• Consensus 12-month price upside: 41%

About Wynn Resorts (WYNN): Wynn Resorts is one of the world's top casino and resort owners. It owns and operates Wynn Las Vegas, Wynn Macau, Wynn Palace, Cotai, and Wynn Mayfair, and operates Encore Boston Harbor. It's also building an integrated resort in Ras Al Khaimah, United Arab Emirates (UAE), which is set to open in 2027. Its properties include casino spaces, private gaming salons, rooms, health clubs, spas, salons, pools, restaurants, retail space, meeting and convention space, entertainment centers, beach clubs, and more.

Related: 8 Best Wealth + Net Worth Tracker Apps [View All Your Assets]

Analyst Ratings: 19 Buys, 0 Holds, 0 Sells

Why the Analysts Still Believe: "WYNN is well positioned with properties skewed towards more affluent and resilient customers at resort properties in desirable locations. Vegas thrives at the highest end of the market, making recent market softness less of an issue (though we're seeing signs of market inflection). Macau continues its recovery to pre-COVID/junket ban levels with WYNN well positioned at the important premium mass level and a new hotel tower planned to boost capacity. But we see the biggest upside in UAE as regional volatility quiets down, and estimate up to $50/share in incremental value to the stock based on a management fee and 40% ownership. With leverage declining and [free cash flow] inflecting (post-UAE opening), we think WYNN is poised for more capital returns to shareholders." — Truist Managing Director Barry Jonas (Buy)

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