GOOGL, AMZN, and DASH: J.P. Morgan Picks the Top Internet Stocks to Buy for 2026
View original at finance.yahoo.comGOOGL, AMZN, and DASH: J.P. Morgan Picks the Top Internet Stocks to Buy for 2026 The AI revolution set the tone in 2025 for digital companies and internet stocks alike…
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DoorDash will continue to see strong trends in core business with focus on selection, quality, affordability and service levels driving better retention and order frequency
80% confidenceRobust AI-driven demand will drive acceleration in Cloud growth into the 40's%+ range
80% confidenceConcerns around DoorDash's re-platforming execution risk are likely overstated, and consensus has layered in costs but likely underestimates associated returns
80% confidenceGemini is leading AI leaderboards with Gemini 3.0 faster to deploy across Google products. The Gemini App is gaining share with 650M+ monthly active users
80% confidenceAlphabet is expected to sustain low-mid-teens% Search revenue growth off a large base, with AI Search proving expansionary by driving greater query volumes, improved click quality, and higher prices
80% confidenceAmazon's AWS growth will accelerate to +23% in 2026 vs +19% in 2025, which could prove conservative. This is driven by secular growth, workload/tech migrations, and AI contribution/partnerships.
80% confidenceAmazon's free cash flow will double to $59B in 2026 even against AI-driven capex growth
80% confidenceThe internet sector has high potential for investors looking to run with the bulls in 2026, with AI once again the primary focus across the group
80% confidenceAmazon valuation is attractive, trading at ~24x 2027E GAAP EPS & ~31x 2027E FCF
80% confidenceDoorDash is expected to invest in Deliveroo and gain share in key markets like UK and France as the company drives stronger top-line growth
80% confidence