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SUMMARY
Jeremy Lefebvre discusses his top five stock picks for January 2026, highlighting their business fundamentals, growth potential, and market trends. With insights into Nike, Celsius Holdings, AMD, ELF Beauty, and PayPal, Lefebvre presents his bullish case for long-term investors.
MAIN POINTS
- Nike's business model and long-term growth potential, with a focus on its generational appeal and global branding.
- Celsius Holdings' success in the energy drink market, including its innovative marketing strategies and recent acquisitions.
- AMD's growth potential fueled by its MI450 chip and data center segment, with projections for significant revenue increases.
- ELF Beauty's expansion in the cosmetics industry, supported by affordable pricing, marketing innovation, and new acquisitions.
- PayPal's undervaluation and growth opportunities, including its application for banking services and potential revenue growth.
DETAILED ANALYSIS
Jeremy Lefebvre, a prominent figure in financial education, has outlined five stocks he believes investors should consider for January 2026. His picks include Nike, Celsius Holdings, AMD, ELF Beauty, and PayPal, each of which he evaluates for their business strategies, market positioning, and growth trajectories.
Starting with Nike, Lefebvre emphasizes its enduring appeal and dominance in the sportswear market. He highlights Nike's dual strategy of product innovation and athlete sponsorships, which has cemented its status as a leader in the industry for decades. Despite past missteps under former leadership, Lefebvre points out Nike's current turnaround under CEO Elliot Hill.
With the stock trading at a significant discount, he underscores its strong fundamentals, including recovering margins, improved inventory management, and growth potential in key markets like China.
Celsius Holdings is next, with Lefebvre attributing its success to its targeted marketing approach and expansion into untapped demographics. The company's flagship energy drink brand, along with the Alani Nu and Rockstar brands, has carved a niche in the fitness and female consumer markets. Lefebvre notes that Celsius's partnerships with PepsiCo and its innovative strategies have propelled it to a nearly 20% market share in the energy drink sector.
He projects strong revenue and net income growth, supported by increasing consumer demand and effective marketing campaigns.
AMD, a leader in semiconductor technology, is another standout pick. Lefebvre highlights the MI450 chip as a game-changer for the company, expected to drive significant revenue from the data center segment. He praises AMD's CEO, Lisa Su, for transforming the company from a struggling entity to a global powerhouse with a $350 billion market cap. Lefebvre projects robust growth in AMD’s embedded and gaming segments, alongside its data center business, making it a key stock for long-term investors.
ELF Beauty, a cosmetics company, is lauded for its affordability and innovative marketing strategies. Lefebvre discusses the company's ability to resonate with younger consumers through platforms like TikTok and Roblox. Recent acquisitions, such as the skincare brand Notorium and the trendy Road brand, position ELF for further market penetration. He also notes the impact of potential tariff reversals on the company’s profitability, presenting an optimistic outlook for its stock.
Finally, Lefebvre turns to PayPal, a fintech giant that has faced challenges in recent years but remains fundamentally strong. He points out the company's robust financial performance, including growth in total payment volume, net income, and free cash flow. PayPal's application to offer banking services could unlock new revenue streams, and its current low valuation provides a compelling entry point for investors.
Lefebvre projects significant upside potential, with even conservative scenarios suggesting returns above the market average.
In conclusion, Lefebvre's analysis reflects his confidence in the long-term prospects of these five stocks. Each company is positioned to capitalize on its unique strengths and market opportunities, making them attractive options for investors seeking growth and value.
LINKS
- Link to apply for Jeremy Lefebvre's private stock group.
- Jeremy Lefebvre's Patreon for exclusive content.
- Free workshop on how much money is needed to quit your job.
- Link to Jeremy's free five-day workshop on becoming a great investor.
- Workshop on finding 10X stocks by Jeremy Lefebvre.