2026 Portfolio Boost: Brokerages See Strong Long-Term Potential in These 5 Stocks

Investors looking to build a robust portfolio in 2026 have several promising options, with recent broking recommendations highlighting select consumption, financial, and manufacturing stocks. These picks are underpinned by improving fundamentals, strong earnings visibility, and attractive valuations.

Here are five stocks that analysts expect could deliver long-term returns of 10–40%:

1. United Spirits (Nuvama)
Nuvama has maintained a Buy rating on United Spirits, revising the target price to ₹1,660 from an earlier ₹1,795. At the current market price of ₹1,318, the stock offers a potential upside of 25%.

2. PNB Housing Finance (Morgan Stanley)
Morgan Stanley continues to recommend PNB Housing Finance as Overweight, with a target of ₹1,170. With the stock currently trading at ₹931, investors could see a 25% gain if the target is achieved.

3. Bajaj Consumer Care (Nuvama)
Bajaj Consumer Care retains a Buy call from Nuvama, with the target raised to ₹343 from ₹323. The stock’s current price of ₹247 suggests a potential upside of 38%, making it one of the more attractive consumption plays.

4. UTI AMC (Nuvama)
Nuvama has upgraded UTI AMC to Buy, setting a target of ₹1,490. With a current market price of ₹1,033, the stock could potentially deliver a 44% gain, the highest among these top recommendations.

5. KEI Industries (Morgan Stanley)
Morgan Stanley continues to rate KEI Industries as overweight, with a target price of ₹5,164. At ₹3,940, this stock offers a potential upside of 31%.

These recommendations reflect a constructive outlook across sectors driven by steady earnings growth and favourable valuations. Investors seeking long-term gains may consider adding these stocks to their portfolios while monitoring market conditions.