Top Stock Picks!

STA Research – Top 8 Stock Picks (June 2026)

1. Broadcom

Rating: Strong Buy

Thesis: Broadcom is emerging as one of the largest beneficiaries of the AI infrastructure buildout through its custom AI accelerator business, networking solutions, and hyperscaler partnerships.

Catalyst: Expanding AI semiconductor demand, custom chip deployments, and accelerating AI networking revenue.

View: High-quality AI infrastructure leader with strong earnings visibility and free cash flow generation.

2. Marvell Technology

Rating: Buy

Thesis: Marvell is gaining significant traction in AI data center networking, custom silicon, and cloud infrastructure, positioning the company as a key secondary beneficiary of AI spending.

Catalyst: Growth in custom AI chips, cloud deployments, and next-generation networking solutions.

View: Leveraged AI infrastructure growth story with expanding margins and revenue acceleration.

3. Palantir Technologies

Rating: Buy

Thesis: Palantir continues to benefit from growing adoption of its Artificial Intelligence Platform (AIP) across government and commercial customers, creating a powerful enterprise AI ecosystem.

Catalyst: Enterprise AI adoption, government contract wins, and accelerating commercial revenue growth.

View: Leading applied AI software platform with strong momentum and expanding addressable markets.

4. Snowflake

Rating: Buy

Thesis: Snowflake is becoming a critical layer for enterprise AI by enabling organizations to manage, analyze, and deploy AI workloads using proprietary data.

Catalyst: AI data cloud adoption, enterprise platform expansion, and increased consumption-based revenue growth.

View: High-quality AI data infrastructure company benefiting from enterprise digital transformation.

5. Barrick Mining Corporation

Rating: Buy

Thesis: Barrick offers attractive exposure to gold amid persistent fiscal deficits, geopolitical uncertainty, and central bank demand for hard assets.

Catalyst: Higher gold prices, operating efficiency improvements, and strong free cash flow generation.

View: Defensive hedge against macroeconomic volatility with attractive valuation support.

6. Stantec

Rating: Buy

Thesis: Stantec continues to benefit from large-scale infrastructure, environmental consulting, water, and energy transition spending across North America.

Catalyst: Infrastructure investment growth, backlog expansion, and margin improvement.

View: One of Canada’s premier engineering and infrastructure compounders with strong earnings visibility.

7. NVIDIA

Rating: Strong Buy

Thesis: NVIDIA remains the dominant supplier of AI compute infrastructure, benefiting from unprecedented demand for GPUs, networking, and AI software ecosystems.

Catalyst: Continued hyperscaler AI spending, sovereign AI projects, and enterprise AI adoption.

View: Core AI holding and primary beneficiary of the global AI investment cycle.

8. Salesforce

Rating: Buy

Thesis: Salesforce is embedding AI across its customer relationship management platform through Agentforce and generative AI solutions, enhancing customer productivity and monetization.

Catalyst: AI product adoption, enterprise spending recovery, and operating margin expansion.

View: Large-cap enterprise software leader with improving AI monetization potential.

Positioning Summary

AI Infrastructure Core: Broadcom, Marvell Technology, NVIDIA

Enterprise AI & Software: Palantir, Snowflake, Salesforce

Defensive / Hard Asset Exposure: Barrick Mining

Infrastructure & Real Asset Growth: Stantec

Overall Strategy

Focus on the companies most directly benefiting from the next phase of artificial intelligence adoption, spanning AI chips, networking, data infrastructure, enterprise software, and applied AI platforms. The portfolio balances high-growth technology leaders with selective exposure to infrastructure and gold, providing both secular growth

STA Research – Top 5 Stock Picks (May 2026)

1. HEALWELL AI Inc.

Rating: Speculative Buy | Target: C$4.75
Thesis: HEALWELL AI is expanding rapidly across healthcare AI and preventative diagnostics, leveraging acquisitions and proprietary clinical decision tools to build a scalable healthcare intelligence platform.
Catalyst: Continued integration synergies, AI healthcare adoption, and recurring SaaS revenue growth.
View: High-risk, high-upside Canadian AI healthcare play with long-term scalability potential.

2. BigBear.ai Holdings

Rating: Speculative Buy | Target: US$9.00
Thesis: BigBear.ai is positioned to benefit from rising government and defense-related AI spending, particularly in predictive analytics, cybersecurity, and autonomous systems.
Catalyst: New federal contract wins and accelerating AI defense spending.
View: Volatile but potentially high-beta AI infrastructure and analytics exposure.

3. Tempus AI, Inc.

Rating: Buy | Target: US$68.00
Thesis: Tempus AI combines clinical data, genomics, and artificial intelligence to improve precision medicine, positioning itself at the intersection of healthcare and AI analytics.
Catalyst: Expansion of oncology partnerships and increasing adoption of AI-assisted diagnostics.
View: Emerging leader in AI-driven healthcare data with significant long-term optionality.

4. monday.com Ltd.

Rating: Buy | Target: US$340.00
Thesis: monday.com continues to gain enterprise traction through workflow automation and integrated AI productivity tools, supporting strong recurring revenue growth.
Catalyst: Enterprise client expansion and monetization of AI-enabled workplace solutions.
View: High-margin software compounder benefiting from digital workplace transformation.

5. WELL Health Technologies

Rating: Buy | Target: C$8.50
Thesis: WELL Health is building a diversified digital healthcare ecosystem through telehealth, EMR platforms, and AI-enabled patient engagement solutions.
Catalyst: Margin expansion, acquisition integration, and growing digital healthcare demand.
View: Attractive Canadian healthcare technology platform with defensive growth characteristics.

Positioning Summary

AI / Digital Health Core: HEALWELL AI, Tempus AI, WELL Health

Enterprise AI / Productivity: monday.com

Defense & Government AI Exposure: BigBear.ai

Overall Strategy

Focus on high-growth artificial intelligence and digital healthcare platforms with exposure to enterprise software, predictive analytics, and healthcare digitization. The portfolio emphasizes secular AI adoption trends while balancing speculative upside with scalable recurring revenue businesses.