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3 MONTHS UPDATE

Insider Monkey's mid-2026 stock picks are up 3.4% after three months, just edging the S&P 500

Article published Jul 7, 2026 · 129 days ago

Source article by Fatima Gulzar, Insider Monkey

Updated October 5, 2026

3 Months Later — Oct 5, 2026

How are Insider Monkey's best stocks for the second half of 2026 performing?

Insider Monkey's 15 stock picks for the second half of 2026 have returned 3.4% on average over the first three months, narrowly outpacing the S&P 500's 3.1% gain over the same period. That's a slim 0.3 percentage point margin.

Six of the fifteen picks are currently beating the market. The standout is LITE, up 49.3% since the article's July publication—a performance that accounts for much of the portfolio's edge.

The remaining nine picks are trailing the index. With such a narrow overall lead and less than half the picks outperforming, the portfolio's performance hinges heavily on its top winner rather than broad strength across the list.

3 Days Later — Jul 10, 2026

How are Insider Monkey's second-half 2026 stock picks performing so far?

Insider Monkey's 15 picks for the second half of 2026 are up 0.3% on average after three days, slightly behind the S&P 500's 0.5% gain over the same window.

Eight of the 15 stocks are outperforming the index. SNDK leads with a 9.8% jump, though the rest of the list shows a tighter range of outcomes.

Three days is far too early to draw conclusions. These numbers reflect normal market noise, not a meaningful trend in either direction.

Best-performing pick: LITE (+49.3%)See recent news →
Avg return
+3.4%NEUTRAL
S&P 500 avg return
+3.1%
Beat S&P 500
6 / 15
Picks tracked
15
Insider Monkey
View source ↗
15 Best Stocks to Buy for the Second Half of 2026 - Insider Monkey

Full progress so far — every tracked pick ↓

← swipe to see the full table →

Ticker
Company
Signal
3D
3M
6M
1Y
S&P
S&P 500 (benchmark)
—
+0.5%
+3.1%
—
—
MXL
MaxLinear, Inc.
buy
-4.6%
+10.3%
—
—
GNRC
Generac Holdings Inc.
buy
-9.3%
-16.5%
—
—
DELL
Dell Technologies Inc.
buy
+5.6%
+34.1%
—
—
CIEN
Ciena Corporation
buy
+6.2%
-10.2%
—
—
TER
Teradyne, Inc.
buy
-5.2%
+17.1%
—
—
WDC
Western Digital Corporation
buy
+0.9%
-23.5%
—
—
GLW
Corning Incorporated
buy
-2.0%
-18.2%
—
—
STX
Seagate Technology Holdings plc
buy
+4.8%
+2.2%
—
—
INTC
Intel Corporation
buy
-10.1%
-4.9%
—
—
COHR
Coherent Corp.
buy
-3.3%
-0.6%
—
—
SNDK
Sandisk Corporation
buy
+9.8%
-2.3%
—
—
LITE
Lumentum Holdings Inc.
buy
+9.7%
+49.3%
—
—
AMD
Advanced Micro Devices, Inc.
buy
+1.1%
+14.4%
—
—
AMAT
Applied Materials, Inc.
buy
+1.6%
-8.5%
—
—
MU
Micron Technology, Inc.
buy
-0.6%
+8.0%
—
—
Performance over opinion.Source: FinIQ