Tom Lee's favorite buy ideas heading into the fall

Fundstrat Global Advisors founder Tom Lee remains optimistic about the stock market heading into the fourth quarter, releasing a report of his top large, small, and midcap stock ideas for 2026, selected using a proprietary quantitative model and technical factors. The firm also identified specific stocks investors should avoid, particularly those linked to the declining crypto market. Lee’s forecasts have been accurate, aligning with recent market performance and his previous predictions for the S&P 500.

• Tom Lee of Fundstrat Global Advisors is bullish on the stock market for the upcoming fourth quarter.
• Fundstrat has released its top large, small, and midcap stock picks for 2026, selected via a quantitative model and Investor’s Business Daily momentum ratings.
• Stocks recommended by Fundstrat include JPMorgan Chase, Lumentum Holdings, and Arista, with specific reasons tied to AI expenditures, photonics technology, and cloud networking.
• Fundstrat advises investors to avoid stocks like Robinhood Markets, Galaxy Digital, and Riot Platforms due to their connection to the volatile crypto market.
• Lee’s predictions for the S&P 500 have been accurate, with the index recently reaching levels he forecast for 2026.