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Top Stock Picks for Week of September 21, 2026

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Zebra Technologies (ZBRA - Free Report) is the leading provider of enterprise asset intelligence solutions in the automatic identification and data capture solutions industry throughout the world. Zebra Technologies enters the back half of 2026 with fundamental tailwinds. For the quarter ended July 4, 2026, management raised full-year guidance, reflecting confidence in demand across Connected Frontline and Asset Visibility & Automation segments. Zebra Technologies is benefiting from broad demand across retail, manufacturing and healthcare, with mobile computing, printing, machine vision and RFID supporting growth across both segments. Its integrated hardware, software and services portfolio is deepening customer adoption of automation and AI-enabled workflows, while Elo Touch and Photoneo expand its addressable opportunities. Healthy cash generation continues to support share repurchases and investment, while device upgrade cycles and growing software adoption strengthen the longer-term outlook. Its expanding transportation and logistics pipeline also supports future growth opportunities.

Micron Technology (MU - Free Report) has established itself as one of the leading worldwide providers of semiconductor memory solutions.Micron is benefiting from AI-driven demand for memory and storage, tighter DRAM and NAND supply and a richer mix of HBM, data center SSD and high-capacity products. Record third-quarter fiscal 2026 results, a stronger fourth-quarter outlook and durable strategic customer agreements support higher revenue visibility, cash flow and margins. Its cash generation and net cash balance provide flexibility to fund capacity additions while enhancing shareholder value. The company is also widening its data center, automotive, robotics and edge AI opportunities as memory becomes more strategic to system performance. Micron is a cash-rich company with a strong balance sheet. Shares have gained 5.07% over the past four weeks and there have been 2 higher earnings estimate revisions for fiscal 2026 compared to none lower. The consensus estimate has moved up as well.   

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