Stocks to watch · picked from the news before the open

Stocks That Could Go Up on Monday, October 26, 2026

Tesla, Ross Stores, Verizon and 5 more stocks with news that could lift them today

Published 9:19 AM ET · measured from the 9:30 AM open · Results final · Stable Income Strategy

Which stocks went up on October 26, 2026?

Tesla, Ross Stores and Verizon lead the stocks most likely to rise on Monday, October 26, 2026. Barclays upgraded Tesla to Overweight with a $450 target, UBS upgraded Ross to Buy with a $315 target, and Verizon beat on earnings and raised guidance. S&P 500 futures were up about 0.3% as oil fell ahead of Wednesday's Fed decision.

6 of 8 picks rose at least to their target from the 9:30 AM open; the best, Booz Allen Hamilton (BAH), gained as much as 7.85% (high at 11:16 AM ET). The S&P 500 ETF rose as much as 0.72% over the same time.

Stocks picked from the news
8
Reached their target
6 of 8
Best rise to the high: BAH
+7.85%
S&P 500 ETF over the same time (to its high)
+0.72%

01

The list at a glance

Final results (after the close).

Stocks that could go up on October 26, 2026, their targets and how far they rose
#StockCatalystTargetTo the highTo the closeResult
1TSLA TeslaUpgrade+2%60% confidence+3.50%at 1:13 PM+2.03% Reached
2ROST Ross StoresUpgrade+1.5%56% confidence+1.20%at 9:55 AM−0.44% Missed
3NVDA NvidiaSector+1.5%55% confidence+2.18%at 11:02 AM+1.36% Reached
4VZ Verizon CommunicationsEarnings+1.2%54% confidence+0.80%at 11:20 AM−0.90% Missed
5MU Micron TechnologySector+2%53% confidence+2.91%at 2:12 PM+1.55% Reached
6SPCX SpaceXDeal+2%50% confidence+2.32%at 11:28 AM+0.04% Reached
7BAH Booz Allen HamiltonUpgrade+2%48% confidence+7.85%at 11:16 AM+5.91% Reached
8LMT Lockheed MartinUpgrade+1.2%47% confidence+3.78%at 3:57 PM+3.56% Reached

Target: the expected rise from the open to the day’s high; confidence: the chance we gave it of getting there. “To the high” and “to the close” are counted from the 9:30 AM opening price.

02

Why each stock could go up

Index futures were modestly higher early Monday (S&P 500 +0.31%, Nasdaq 100 +0.25%, Dow +0.51% at 5:31 AM ET) as Brent crude fell 2% to $114.34, with the Fed decision on Wednesday and Microsoft, Alphabet and Amazon reporting later this week. A firm open helps names with upgrades and earnings news, but Fed-week caution could cap gains after the first hour.

  1. 1

    Tesla (TSLA)

    Consumer discretionary · +2% pre-market to about $380

    +2% target

    60% confidence

    UpgradeBarclays upgrades Tesla to Overweight from Equal Weight, target raised to $450 from $370 — TradingKey

    Barclays moved Tesla to Overweight and lifted its target to $450, about 21% above the pre-market price, citing a return to auto sales growth after two years of declines, a sharp rise in Robotaxi miles and nearly sold-out 2027 energy-storage orders. A first-tier upgrade on a stock with a wide daily range makes a 2% push above the open likely.

    Risk: Part of the bull case rests on an uncertain Tesla–SpaceX merger, and Fed-week caution could cap the move.

    From $383.83 at 9:30 AM:high +3.50% at 1:13 PMclose +2.03%day +5.21% Reached +2%
  2. 2

    Ross Stores (ROST)

    Consumer discretionary · Up about 3% early Monday; one report had it up 6.5% before the open

    +1.5% target

    56% confidence

    UpgradeUBS upgrades Ross Stores to Buy from Neutral, target raised to $315 from $239 — Investing.com

    UBS expects Ross to close its store-productivity gap with TJX under CEO Jim Conroy and forecasts about 8.5% yearly revenue growth over the next two years, roughly 260 basis points above the Street. The $315 target is about 37% above Friday's $229.30 close, a large enough gap to keep buyers coming after the open.

    Risk: A pre-market gain of 3% or more can fade if early buyers take profits.

    From $235.15 at 9:30 AM:high +1.20% at 9:55 AMclose −0.44%day +2.10% Missed +1.5%
  3. 3

    Nvidia (NVDA)

    Information technology · +1.4% pre-market

    +1.5% target

    55% confidence

    SectorAnthropic plans public IPO filing Monday, expects to match or beat SpaceX's IPO size — Bloomberg

    Anthropic's public IPO filing, planned for about 9 AM ET, lifted AI chip stocks before the open, with Nvidia up 1.4%. Lower oil and firmer futures add support heading into Microsoft, Alphabet and Amazon earnings later this week, all large buyers of AI chips.

    Risk: Elon Musk's warning of a shake-out among 200+ neocloud GPU renters hit CoreWeave, Nebius and Iren, which are Nvidia customers.

    From $213.11 at 9:30 AM:high +2.18% at 11:02 AMclose +1.36%day +2.39% Reached +1.5%
  4. 4

    Verizon Communications (VZ)

    Communication services · +2% pre-market after the report

    +1.2% target

    54% confidence

    EarningsVerizon Q3 adjusted EPS rises 8.3% to $1.31; 2026 guidance raised for a third straight quarter — Verizon

    Postpaid phone net additions jumped to 406,000 from 44,000 a year ago and free cash flow rose 12.1% to $7.8 billion. Verizon raised its 2026 adjusted EPS outlook to $5.04–$5.06 and its postpaid phone net add target to 1.1–1.2 million, a beat-and-raise that tends to hold through the session.

    Risk: Revenue grew only 1.5% and equipment revenue fell 9%, and telecom stocks rarely run far in one day.

    From $43.49 at 9:30 AM:high +0.80% at 11:20 AMclose −0.90%day −3.49% Missed +1.2%
  5. 5

    Micron Technology (MU)

    Information technology · +2.3% pre-market

    +2% target

    53% confidence

    SectorChip and AI stocks rise before the open as Anthropic moves to file publicly for its IPO — CNBC

    Micron rose 2.3% before the bell as AI-linked chip stocks gained on Anthropic's planned public IPO filing. Memory demand is tied to AI data-center build-outs, and Micron's large daily swings make a 2% rise above the open reachable on a firm tape.

    Risk: Memory stocks swing hard on worries about debt-funded AI spending, which pushed the market lower on Friday.

    From $889.88 at 9:30 AM:high +2.91% at 2:12 PMclose +1.55%day +2.98% Reached +2%
  6. 6

    SpaceX (SPCX)

    Industrials · +0.7% to +1.1% pre-market, near $149

    +2% target

    50% confidence

    DealSpaceX secures $40 billion debt financing to buy GPUs; Bernstein raises target to $268 — Investing.com

    Elon Musk said late Sunday that SpaceX secured $40 billion of debt financing to buy GPUs, tied to deliveries in the first half of 2027, and Bernstein raised its target to $268 from $248 with an Outperform rating. Barclays calling a Tesla–SpaceX merger a key part of its Tesla bull case keeps the stock in focus.

    Risk: Heavy borrowing for GPUs comes as investors worry about debt-funded AI spending.

    From $146.84 at 9:30 AM:high +2.32% at 11:28 AMclose +0.04%day −0.40% Reached +2%
  7. 7

    Booz Allen Hamilton (BAH)

    Industrials · No pre-market quote confirmed by 9:15 AM ET

    +2% target

    48% confidence

    UpgradeTD Cowen upgrades Booz Allen Hamilton to Buy from Hold, target $95 — Newsquawk

    TD Cowen raised Booz Allen to Buy with a $95 target, and Jefferies upgraded government-services peer CACI to Buy the same morning. Two upgrades in one group on one day tend to pull sector buyers in at the open.

    Risk: Upgrades on beaten-down stocks often fade after the first hour if no new business news follows.

    From $78.71 at 9:30 AM:high +7.85% at 11:16 AMclose +5.91%day +6.44% Reached +2%
  8. 8

    Lockheed Martin (LMT)

    Industrials · No pre-market quote confirmed by 9:15 AM ET

    +1.2% target

    47% confidence

    UpgradeMorgan Stanley upgrades Lockheed Martin to Overweight from Equal Weight — Daily Trade Alert

    Morgan Stanley lifted Lockheed Martin to Overweight on Monday, one of the few upgrades of a large-cap defense name this morning. A major-bank upgrade on a widely held stock, with futures higher, should draw buyers early in the session.

    Risk: Lockheed usually moves less than the market's growth names, and the note's target and reasoning were not confirmed.

    From $613.37 at 9:30 AM:high +3.78% at 3:57 PMclose +3.56%day +5.13% Reached +1.2%

03

Questions

What stocks will go up today?

We estimate Tesla, Ross Stores, Nvidia, Verizon and Micron are among the US stocks most likely to rise on Monday, October 26, 2026. Tesla and Ross Stores got upgrades from Barclays and UBS, Verizon beat on third-quarter earnings and raised its 2026 guidance, and chip stocks rose before the open on Anthropic's planned IPO filing. S&P 500 futures were up about 0.3%.

Why is Tesla stock up today?

Tesla rose about 2% before the open on Monday, October 26, 2026, to around $380 after Barclays upgraded it to Overweight from Equal Weight and raised its target to $450 from $370. Barclays cited a return to auto sales growth after two years of declines, rising Robotaxi miles, nearly sold-out 2027 energy-storage orders and a possible merger with SpaceX.

What stocks got upgraded today?

Upgrades on Monday, October 26, 2026 included Tesla (Barclays, to Overweight, $450 target), Ross Stores (UBS, to Buy, $315), Booz Allen Hamilton (TD Cowen, to Buy, $95), Lockheed Martin (Morgan Stanley, to Overweight), NorthWestern Energy (Wells Fargo, to Overweight) and Roper Technologies (JPMorgan, to Neutral). Fair Isaac, Equifax and Block were among the downgrades.

Which stocks are moving on earnings today?

Verizon was up about 2% before the open on Monday, October 26, 2026 after its third-quarter adjusted EPS rose 8.3% to $1.31, postpaid phone net additions reached 406,000 and it raised its 2026 guidance for a third straight quarter. Bigger reports come later this week, including Microsoft, Alphabet, Amazon, Visa and Mastercard.

Why are chip stocks up today?

Chip stocks rose before the open on Monday, October 26, 2026 as Anthropic planned to file publicly for its initial public offering around 9 AM ET, an offering it expects to match or beat SpaceX's in size. Nvidia was up 1.4% and Micron 2.3% pre-market. GPU cloud renters CoreWeave, Nebius and Iren fell after Elon Musk predicted a shake-out among neoclouds.

What are stock futures doing this morning?

US stock futures were modestly higher early Monday, October 26, 2026: S&P 500 futures +0.31%, Nasdaq 100 +0.25% and Dow +0.51% at 5:31 AM ET. Brent crude fell 2% to $114.34 and WTI 2.4% to $100.75 after Friday's jump. Traders see about a 90% chance the Fed holds rates at 3.75%–4% on Wednesday.

04

Sources

05

How the stocks are picked and scored

  • Every trading day at 9:00 AM ET, before the 9:30 AM open, we read last night’s and the morning’s company news — earnings and guidance, analyst upgrades, deals and contracts, product and regulatory news, index changes — and pick the 6–10 liquid US stocks most likely to rise that day.
  • Each pick gets a target (the expected rise from the open to the day’s high) and a confidence (the chance of getting there), and we weigh the size of the surprise, the pre-market move and the market’s mood. Stocks under $5, thinly traded ones, and targets of cash takeovers are left out.
  • Each list is measured from the moment it could be acted on: the 9:30 AM opening price, or the minute it went public if that was later. “To the high” is the rise from there to the session’s highest price; “to the close”, to the closing price. A pick reaches its target when its rise to the high is at least the target.
  • The S&P 500 ETF (SPY) over the same minutes is shown as the bar to beat. Results are live while the market trades and final after the close; every past list stays online with its results.

Not investment advice

These are forecasts made from public news and prices, published for education and to keep an honest record of how such calls turn out. They are not recommendations to buy or sell anything, and a call that worked before can fail the next day. Decide with your own judgment, or with a licensed adviser.