Bank of America‘s Top Stock Picks for Q1 2026

Bank of America has released its new list of high-conviction U.S. stock ideas for the first quarter of 2026, featuring nine Buy recommendations and one Underperform rating. The publication date is 2026/01/02 16:51:27.

According to BofA strategist Anthony Cassamassino, the quarterly lineup spotlights companies poised for “critically important market and business-related catalysts” in the coming quarter.

The Buy recommendations cover nine diverse industries and include Amazon, Boeing, Cigna, Constellation Energy, Dollar General, Equinix, Merck, Spotify, and Vertex Pharmaceuticals.

Lennar, a construction company, is the sole stock receiving an Underperform rating. Bank of America clarifies that this list focuses on short-term opportunities and will only be updated quarterly, or sooner if ratings are adjusted.

While artificial intelligence remains a crucial investment theme, the bank stresses that the selections are based on a broader range of catalysts.

Key Takeaways

• Bank of America recommends nine U.S. stocks as ‘buy’ for Q1 2026.
• Lennar is the only stock rated ‘Underperform’.
• The list focuses on short-term opportunities with quarterly updates.
• AI is a key theme, but selections consider a variety of catalysts.