10 for 10: How Our AI's Top 10 Stock Picks Averaged +120% in One Year Plus Get the top AI stock picks of 2026
- GrowthTech.ai

- Jun 24
- 9 min read
The best AI stock picks of 2026 didn't just beat the market — every single one finished green. Our BullsEye Top 10 averaged +120% over twelve months, with all ten picks positive. Here's every name and the real catalyst behind every move and then see 10 for 10: How Our AI's Top 10 Stock Picks Averaged +120% in One Year Plus Get the top AI stock picks of 2026.
If you've been searching for the best performing stocks 2026 has delivered, the scoreboard below is hard to argue with. One year ago, on June 23, 2025, our BullsEye Market Intelligence System surfaced ten stocks in its Top 10 ranking. Twelve months later, on June 23, 2026, all ten finished in positive territory — a clean 10-for-10 — with an average return of +120%. A hypothetical $10,000 split evenly across all ten positions would be worth about $21,999.90 today.
No cherry-picking. No hindsight. These were the exact ten names our ranking system surfaced, in the exact order it ranked them — not re-sorted to put the winners on top — tracked over a full 365 days. Below, we break down each stock and the real-world catalysts behind every move.
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The Scoreboard: One Year, Ten Stocks, +120% Average
Tracking period: June 23, 2025 – June 23, 2026
BullsEye Rank | Stock | Price 6/23/2025 | Price 6/23/2026 | 1-Year Return |
1 | Dave Inc. (DAVE) | $207.32 | $309.72 | +49.39% |
2 | Tutor Perini (TPC) | $42.20 | $81.50 | +93.13% |
3 | Robinhood Markets (HOOD) | $77.86 | $105.71 | +35.77% |
4 | IES Holdings (IESC) | $270.44 | $754.74 | +179.08% |
5 | Carvana (CVNA) | $63.06 | $66.67 | +5.72% |
6 | Twilio (TWLO) | $115.95 | $183.64 | +58.38% |
7 | IREN Limited (IREN) | $10.72 | $56.87 | +430.50% |
8 | Trane Technologies (TT) | $420.75 | $491.59 | +16.84% |
9 | Hudbay Minerals (HBM) | $9.49 | $27.91 | +194.10% |
10 | Millicom / Tigo (TIGO) | $36.00 | $85.35 | +137.08% |
Even excluding our top performer, IREN (+430.50%), the remaining nine picks still averaged +85.5% — strength across the board, not a one-stock story. And unlike most "best stocks" lists, there were no losers to explain away: every one of the ten gained ground.
Now let's look at what actually drove these returns, stock by stock, in original BullsEye ranking order.
1. Dave Inc. (NASDAQ: DAVE) — +49.39%
The fintech neobank turned its AI underwriting engine into a profit machine. Full-year 2025 revenue jumped roughly 60% to $554.2 million, while adjusted EBITDA surged about 162% to $226.7 million — nearly triple the revenue growth rate — as gross margin expanded to a record 74% in the fourth quarter. The engine behind it is CashAI, Dave's cash-flow underwriting model (now on version 5.5, trained on more than 150 million ExtraCash originations), which pushed delinquency rates to record lows even as ExtraCash originations hit a record $2.2 billion, up 50%. Q1 2026 kept the momentum going with revenue up 47% year-over-year, and management raised full-year guidance to roughly $690–$710 million in revenue with adjusted EPS of $14–$15, alongside a $300 million buyback and a new "Dave Flex" pay-in-four product. Profitable, AI-driven, and still scaling.
2. Tutor Perini Corporation (NYSE: TPC) — +93.13%
The civil and infrastructure builder nearly doubled on the back of a record backlog and a wave of megaprojects. Backlog swelled to roughly $20 billion — among the highest in company history — fueled by rail and transit wins including a $1.18 billion Manhattan tunnel contract and the Midtown Bus Terminal project. Tutor Perini delivered its fourth consecutive year of record operating cash flow ($748 million in 2025, up 49%), and Q1 2026 brought revenue of $1.39 billion (up 11%) with adjusted EPS jumping 58% to $1.03. Management reaffirmed 2026 adjusted EPS guidance of $4.90–$5.30 and flagged an even stronger 2027 as megaprojects ramp into peak construction phases. A net-cash balance sheet now lets the company pursue larger jobs without joint-venture partners, keeping more of the economics for shareholders.
3. Robinhood Markets, Inc. (NASDAQ: HOOD) — +35.77%
The "financial super-app" thesis kept compounding. Robinhood posted a record 2025 — revenue of $4.5 billion, diluted EPS of $2.05, and $68 billion in net deposits — and entered 2026 with total platform assets of $307 billion (up 39%) and a record 4.3 million Gold subscribers. The standout growth engine was prediction markets: in partnership with Kalshi, event-contract revenue rocketed 320% year-over-year to $147 million, with a record 8.8 billion contracts traded in Q1 2026 alone. Even as crypto trading cooled, double-digit growth across equities and options — plus expansion into tokenization, retirement, and digital banking — diversified the model. The path wasn't a straight line (a red-hot 2025 gave way to an early-2026 pullback), but across our tracking window the stock still delivered a solid double-digit gain.
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4. IES Holdings, Inc. (NASDAQ: IESC) — +179.08%
A repeat star for the BullsEye system, IES is a pure-play beneficiary of the data-center construction supercycle. Fiscal Q2 2026 results (reported May 1, 2026) showed revenue up 17% to $974 million, net income up 56% to $109.9 million, and diluted EPS of $5.44 — but the showstopper was backlog: a record roughly $3.9 billion, up 62% since the end of fiscal 2025. Communications segment revenue (heavily data-center driven) grew 35%, Infrastructure Solutions grew 64%, and the January 2026 acquisition of Gulf Island Fabrication added steel-fabrication capacity for industrial and energy customers. The stock jumped about 12.6% on the earnings release alone. As electrical and infrastructure work pours into AI data centers, IES has become one of the cleanest ways to play the buildout.
5. Carvana Co. (NYSE: CVNA) — +5.72%
The nearly flat result that proves we publish everything. Operationally, Carvana had a phenomenal year: record Q1 2026 with 187,393 retail units sold (up 40%), revenue of $6.43 billion (up 52%), net income of $405 million, and its sixth consecutive quarter of 40%+ unit growth — plus a 5-for-1 stock split approved in March 2026. But the share price had already sprinted well ahead of those fundamentals, and lingering questions around valuation and subprime auto-loan exposure kept the stock roughly flat across our split-adjusted tracking window. A reminder that a great company and a great twelve-month stock return don't always line up — and even so, CVNA finished green, keeping the 10-for-10 streak intact.
6. Twilio Inc. (NYSE: TWLO) — +58.38%
Twilio completed its turn from forgotten SaaS name into one of 2026's defining AI re-rating stories. Q1 2026 revenue rose 20% year-over-year to $1.41 billion — its strongest growth in over three years — with record gross profit and net income up roughly 350%. Management lifted full-year guidance, the VoiceAI business posted its sixth consecutive quarter of acceleration, and the company's SIGNAL conference unveiled an AI customer-engagement platform (Conversation Memory, Orchestrator, Agent Connect) that sent Wall Street price targets into the $200–$250 range. Gartner again named Twilio a Leader in CPaaS for 2026, ranking it highest in ability to execute. The communications-API leader is now squarely an AI-infrastructure play.
7. IREN Limited (NASDAQ: IREN) — +430.50%
The single biggest gain in this ranking — and the clearest AI-infrastructure story of the bunch. IREN pivoted from Bitcoin miner to vertically integrated AI cloud provider, and the contracts followed. In November 2025 it signed a five-year, roughly $9.7 billion AI cloud agreement with Microsoft; it then added a $3.4 billion managed-services AI cloud contract and a sweeping 5-gigawatt strategic partnership with NVIDIA, under which NVIDIA received a right to invest up to $2.1 billion via a 30-million-share purchase right priced at $70. Q1 FY26 revenue hit a record $240.3 million (up 355% year-over-year), and management is targeting up to $4.4 billion in annualized run-rate revenue as Blackwell GPU capacity comes online. From roughly $10 to nearly $57 in twelve months — a near six-bagger built on real, contracted demand.
8. Trane Technologies plc (NYSE: TT) — +16.84%
The quiet "picks-and-shovels" winner of the AI build-out: cooling. As hyperscalers pour capital into data centers, demand for high-performance climate systems has become one of the most durable spending commitments in the market. Trane's Q1 2026 brought organic bookings up 24% and a record $10.7 billion backlog (up more than 30% from year-end 2025), with Americas commercial HVAC bookings up about 40% and "Applied" data-center bookings up over 100% for a third straight quarter. Revenue reached $4.97 billion and adjusted EPS rose 7% to $2.63, while the roughly $1 billion Stellar Energy acquisition deepened its position in modular data-center cooling. A steady compounder riding the same AI wave as the flashier names — just from the mechanical side.
9. Hudbay Minerals Inc. (NYSE: HBM) — +194.10%
Copper and gold did the heavy lifting. With both metals hitting record highs, the copper-focused miner posted record Q1 2026 results: revenue of $757.3 million (up 27%), net income of roughly $190 million (up about 90%), and record adjusted EBITDA of $421.9 million — all achieved at record-low consolidated cash costs. Hudbay reaffirmed its 2026 production guidance, advanced its Copper World project in Arizona toward a sanctioning decision, secured key permits for the New Ingerbelle expansion at its Copper Mountain mine, and announced the acquisition of Arizona Sonoran to strengthen its U.S. copper pipeline. As electrification and AI data centers drive structural copper demand, Hudbay's low-cost, tier-one-jurisdiction portfolio tripled off its starting price.
10. Millicom International Cellular / Tigo (NASDAQ: TIGO) — +137.08%
The Latin America telecom consolidator went on offense, and the market rewarded it. Operating under the Tigo brand across the region, Millicom reported a sharp jump in full-year 2025 earnings and Q1 2026 revenue of roughly $2.0 billion (up 45%), driven by acquisitions in Colombia (Coltel), Ecuador, and Uruguay plus the integration of Telefónica Chile — with organic service revenue still up about 5% and adjusted EBITDA near $857 million. Strong equity free cash flow (management is targeting at least $900 million for 2026), disciplined cost control, and a generous shareholder return (a planned $3.00-per-share dividend) rounded out the story. A steady, cash-generative operator in fast-growing emerging markets — up nearly 140% on the year.
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The Bottom Line
The best performing stocks 2026 produced — IREN's +430% run, Hudbay's near-triple, IES Holdings' +179% — were all sitting in a single BullsEye Top 10 ranking published twelve months ago. The average across all ten: +120%. And this time there were no decliners to set aside: every pick finished positive, a clean 10-for-10, in the exact order the system ranked them.
Systematic, data-driven market intelligence. Not headlines. Not hype. Not guesswork.
Risk Disclaimer: Growthtech.ai does not give out individual financial or investment advice, act as a personal financial, legal, or institutional investment advisor, or publicly or privately promote the purchase or sale of any security, investment, or the adoption of any specific financial strategy. All information on or from the website should be viewed as educational & informational for your own due diligence purposes and shall not be viewed as financial advice in any security. Additionally, the AI analytics system does not take into account elements like your trading background, individual aims, and ambitions, financial situation, or risk tolerance. All forms of investing, stock signals, and investment plans have the possibility of losing part or perhaps all of your initial investment. Remember that past outcomes are not always indicative of future ones. You should always get advice from a licensed financial counselor prior to implementing any financial plans.
Sources
Dave Inc. Q4/FY2025 and Q1 2026 results, CashAI v5.5 details — PR Newswire / company earnings call, March & May 2026
Tutor Perini Q4/FY2025 and Q1 2026 results, backlog and megaproject awards — SEC Form 8-K / Business Wire, February & May 2026
Robinhood Q4/FY2025 and Q1 2026 results, prediction markets — SEC Form 8-K / company releases, February & April 2026
IES Holdings fiscal Q2 2026 results and Gulf Island acquisition — GlobeNewswire / SEC Form 8-K, May 1, 2026
Carvana Q1 2026 results and 5-for-1 split — Business Wire / StockTitan, 2026
Twilio Q1 2026 results and SIGNAL conference coverage — company releases / analyst coverage, April–June 2026
IREN Q1–Q3 FY26 results, Microsoft and NVIDIA agreements — SEC Form 8-K / GlobeNewswire, November 2025 – May 2026
Trane Technologies Q4/FY2025 and Q1 2026 results, Stellar Energy acquisition — Business Wire / earnings call, February & April 2026
Hudbay Minerals Q1 2026 results and Arizona Sonoran acquisition — GlobeNewswire / SEC Form 6-K, May 1, 2026
Millicom (Tigo) FY2025 and Q1 2026 results — GlobeNewswire / SEC Form 6-K, March & May 2026
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