Zacks Market Edge Highlights: NVIDIA, Newmont, Atlassian, Genpact and Zoom Communications

For Immediate ReleaseChicago, IL – December 15, 2025 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:https://www.zacks.com/stock/news/2803896/will-there-be-a-recession-in-2026Will There Be a Recession in 2026?Welcome to Episode #468 of the Zacks Market Edge Podcast.> (1:15) - Are We Heading Into A Stock Market Recession?(7:30) - What Industries Stand To Benefit In 2026?(13:40) - What Can We Expect From The Federal Reserve Moving Forward?(19:20) - What Impact Will Current Consumer Spending Have On Our Economy?(31:40) - Top Stock Picks To Keep On Your Watchlist(44:00) - Episode Roundup: NVDA, NEM, TEAM, G, ZM                Podcast@Zacks.comEvery week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.This week, Tracey was joined by John Blank, Zacks Chief Equity Strategist, to talk about their favorite topic: is the United States in a recession?And since it’s the end of the year, they also asked, will the United States be in a recession in 2026?Additionally, no discussion with John Blank would be complete without looking at some stock picks. Tracey and John brought 5 stocks that they like for 2026.It shouldn’t be a surprise that the AI Revolution is prominently featured. But several of the companies aren’t involved in the AI infrastructure buildout. They make AI products.5 Stocks for Your 2026 Watch List1. NVIDIA Corp. NVDAIn the words of John Blank: “Don’t be a genius.” That means don’t overlook NVIDIA for 2026.Earnings are expected to rise 54.5% in fiscal 2026 and another 52.4% in fiscal 2027. That’s incredible growth.Analysts have been revising earnings estimates higher for both this year and next. NVIDIA is a Zacks Rank #1 (Strong Buy) stock.What about valuations? NVIDIA now trades with a forward price-to-earnings (P/E) ratio of 39. Yes, that is stretched. But NVIDIA has a PEG ratio, which is the P/E ratio divided by growth, of just 0.86. A PEG under 1.0 indicates a company has both growth and value. That’s a rare combination.Shares of NVIDIA are down 6.5% over the last month.Is it time to buy NVIDIA?2. Newmont Corp. NEMNewmont is the largest gold mining company in the world. With gold at record highs, earnings are expected to be up 74.1% this year and another 16.7% next year.It’s a Zacks Rank #1 (Strong Buy).Shares of Newmont are up 159% year-to-date. It’s also up 12% in the last month to new all-time highs. Yet the shares are still cheap. Newmont trades with a forward P/E of 15.6 and has a PEG ratio of just 0.66. Both indicate it’s a value stock.Newmont pays a dividend, yielding 1.1%.Should Newmont be on your watch list for 2026?3. Atlassian Corp. TEAMAtlassian is a $42 billion market cap global software company. In the fiscal first quarter 2026, revenue was up 20%. Atlassian also had $2.8 billion in cash as of the end of Q1.Shares of Atlassian are down 32.9% year-to-date. Earnings are expected to rise 29.4% in fiscal 2026 and another 14.3% in fiscal 2027.Atlassian is not cheap. It trades with a forward P/E of 34. A P/E ratio over 30 usually means a company is expensive.Atlassian is a Zacks #2 (Buy) stock.Should Atlassian be on your watch list for 2026?4. Genpact Ltd. GGenpact helps businesses succeed. It specializes in AI and data and has 800+ global clients. Genpact has a market cap of $8 billion.Shares of Genpact are up 10.3% year-to-date. Earnings are expected to rise 10.4% in 2025 and another 8% in 2026.Genpact is cheap. It trades with a forward P/E of 12.8. A P/E under 15 indicates a company is a value.Genpact is a Zacks #2 (Buy) stock.Should Genpact be on your watch list for 2026?5. Zoom Communications, Inc. ZMZoom Communications soared during the pandemic as people worked at home and used home video to communicate. But now Zoom, which has a market cap of $26 billion, has moved into AI with Zoom AI products.Shares of Zoom are up 10.6% year-to-date. It’s still cheap. Zoom trades with a forward P/E of 14.8.Fiscal 2026 earnings are expected to rise 7.2%. It’s a Zacks Rank #2 (Buy) stock.Should Zoom be on your watch list for 2026?What Else Should You Know About the Economy and Stock Picks for 2026?Tune into this week’s podcast to find out.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.com/performancePast performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA): Free Stock Analysis Report Newmont Corporation (NEM): Free Stock Analysis Report Genpact Limited (G): Free Stock Analysis Report Atlassian Corporation PLC (TEAM): Free Stock Analysis Report Zoom Communications, Inc. (ZM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks