As we kick off March 2026, it’s time to think about which stocks fit within an investor portfolio, and which companies may be worth kicking to the side to raise capital to take advantage of new opportunities.
Instead of focusing on the typical mega-cap names which get the lion’s share of investor attention, I thought I’d dive into three less-discussed names, but stocks many investors may own, to dive into two buying opportunities, and one company I’d steer clear of right now.
With that, let’s dive in!
Buy: HubSpot (HUBS)
HubSpot (NYSE:HUBS) is among the leading cloud-based providers of CRM software used by businesses all around the world. With strong market share and a sticky product with a loyal customer base, this is among the leading software stocks I think investors may want to take a look at, given the recent declines we’ve seen in this sector of late.
Driven by AI demand, the company’s recent Q4 results highlighted key strength in the company’s core business. With revenue surging more than 20% on a year-over-year basis, and EPS also beating expectations by a rather wide margin (also up in the high-teens compared to the same quarter the year prior), HubSpot is a company that really looks to be trending in the right direction.
These top and bottom-line beats suggest that there’s plenty of momentum within the company’s core business line to drive continued cash flow growth over the long-term. At the end of the day, that’s how companies are valued, and I do think we should see some significant price appreciation continue, if these earnings beats continue to roll in as they have been.
With a reasonable valuation, and a PEG ratio around 1, HubSpot looks like a compelling opportunity for long-term investors looking to add some under-loved growth stocks to their portfolios right now.
Buy: Sanmina (SANM)
Sanmina (NASDAQ:SANM) operates in a much less “sexy” part of the market, but one I’d argue is increasingly important. That is, for those investors who believe in the near-shoring and on-shoring trends that are expected to play out in the years and decades to come.
Sanmina provides integrated manufacturing solutions, components, products and repair, logistics, and other services to a range of manufacturing companies in North America and around the world. With more and more countries likely to look to insulate their economies from global trade issues, this is a business model that’s becoming very compelling, at least to me, right now.
With standout results in its Q4 filing this past quarter, Sanmina has made its case as a stalwart company investors may want to consider. The company’s revenue surged more than 7% year-over-year, driven by strong demand from electronics manufacturing firms. Earnings were even more impressive this past quarter, surging nearly 17% to a record EPS of $1.67. And with more growth expected to come from data center and semiconductor buildouts, this is a stock I think investors have a sneaky growth angle to consider when thinking about putting SANM stock in their portfolio.
To me, Sanmina is a sleeper stock I think investors should at least do some homework on. This is a company I intend on doing a deep dive on in the future, as it’s really caught my eye of late.
Sell: GoDaddy (GDDY)
GoDaddy’s (NYSE:GDDY) recent results didn’t provide much for investors to cheer, despite what did appear to be solid numbers. The e-commerce platform provider posted revenue which came in in-line with estimates (at $1.27 bullion, up nearly 7% over the same quarter the year prior), with GAAP EPS numbers coming in slightly above estimates.
Unfortunately, shares of GDDY stock sank roughly 14% on this report, as the company issued disappointing guidance. With the company now projecting revenue to come in near the $5.2 billion range for the fiscal year, it’s clear that promotional pricing is eating into margins. In this environment, investors clearly want to see margin expansion (or at least sticky margins), so these results were clearly not the results investors were looking for.
Increased pressure on margins via the company’s core platform and applications segments is expected to continue, and I can understand why. This is a competitive market, with other major players such as Shopify taking significant market share.
I think there are simply better names for investors to rotate into right now.
Top Gaining Stocks
Top Losing Stocks