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The 12 Best Stocks to Buy Now in June (2026)

Parkev Tatevosian, CFA · 18m · transcribed Jun 2026
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0:00 Despite wars, tariffs, and higher interest rates, the stock market continues to soar in the United States. The Nasdaq Composite Index is up over 16% so far in 2026 with all major indices increasing meaningfully. Amid that backdrop, I'm going to highlight my top 12 stocks that I think are the best buys right now coming into June. The best buys right now. >> I want to thank The Motley Fool for sponsoring this video. Visit fool.com/parkev for the 10 best stocks to buy now.

0:35 >> So, I'm going to go through these stocks one at a time, and there's going to be a bonus at the end where I'll share with you how my portfolio of best stocks to buy has performed in 2026. And there's a big surprise here this month that hasn't happened yet this year. Starting with Amazon. Amazon's trading at a market price of $271 per share as the stock price has rallied in recent months. Still, I see this business as being undervalued, and I've calculated an intrinsic value per share of $292.

1:08 Amazon's AWS cloud services segment is accelerating revenue growth, and that's the segment that's the most profitable for the business. The operating profit margins in AWS are three to four times higher than the operating profit margins in the e-commerce segment. The e-commerce segment is doing well also as tariffs have been decreased to some degree as the Supreme Court in the United States has struck down some of the tariffs that were initiated earlier last year. Amazon is in a great position to capitalize on the growing investments in artificial intelligence. The company's size, scale, and management capability positions it in a great spot to benefit from the booming demand for AI. The next stock I'll highlight as one of the best you can buy right now is Meta Platforms. Current market price is $632 a share, and I calculated a fair value at $857.

2:08 The social media pioneer is accelerating revenue growth, reporting 33% year-over-year increase in its most recently reported period. That revenue growth rate is the highest among its Magnificent Seven peers if you exclude Nvidia, which grew revenue at much faster pace than Meta Platforms. Still, Meta is accelerating revenue growth and reporting operating profit margins and cash flow from operations at near record levels. The social media business model or the user-generated content business model is one of the most lucrative in the world. Millions of people are using one of Meta's platforms daily, and those engagements allow Meta to show advertisements and generate revenue.

2:54 Meta hardly pays any money for folks creating engagement on the platform. It's like free inventory the company gets to sell. The next business I'll highlight is the streaming content pioneer Netflix, which prudently stepped away from the acquisition of Warner Brothers Studios, and I think that makes Netflix a much more attractive opportunity. The current market price at $86 per share is well below the intrinsic value I calculated at 125.

3:24 The company has hundreds of millions of subscribers, and it continues to be able to raise prices that it charges customers. Additionally, it's been one of the best content creators in recent years, learning how to create its own content and becoming less reliant on other creators to bring content to the platform, and that creates a better competitive advantage for Netflix longer term. The next business I'll highlight is Nvidia, which is trading at a current market price of $211 per share, and I calculated a fair value of over $308.

4:00 Now, while Nvidia's stock price continues increasing in recent weeks, it's trailed behind other AI stocks that have been soaring in recent weeks, which include companies like AMD, Micron, Qualcomm, and others, which are capturing a stronger tailwind as a result of the increasing investments in data centers. That said, Nvidia is still at least one step ahead of the competition, and is delivering revenue growth and profit growth that's among the best in the Magnificent Seven.

4:33 The fact that the stock is trading at an undervalued price is an opportunity for long-term investors. Uber is the next stock that I think is a very attractive opportunity for long-term investors. The current market price at $70 is well below the intrinsic value of $124 that I calculated for this ride-sharing pioneer. The primary reason Uber is selling at such a cheap price is because of the great marketing coming out of Tesla. Tesla has made stock market investors believe that Uber will be going out of business. And despite Tesla's really slow efforts in developing its robo-taxi business, stock market investors are convinced absolutely that Uber's going out of business, even though Tesla has less than 50 robo-taxis out right now being tested in Texas. And those are mostly with drivers still in or I shouldn't say drivers, but supervisors still in the passenger seats for most of those vehicles. Tesla's developments been extremely slow, and there's no clear sign that it'll ever reach the scale that it's forecasting to investors. So, I think that's created a great opportunity to buy Uber stock, which is trading at a cheap price because it's already factoring in the fact that Tesla will take a lot of its business which I don't think is going to happen.

5:56 Microsoft is another beaten down tech stock trading at well below its intrinsic value. At $450 per share it's below the $514 I calculated as its fair value. The primary reason Microsoft is selling at such a cheap price is because of its ties to open AI. Microsoft has hundreds of billions of dollars in backlog or in contracts signed with open AI and investors are skeptical that open AI will actually pay Microsoft for all of the computing that it's contracted to consume.

6:30 Now, while there may be some truth to that risk, I think the factors that are being priced into Microsoft stock are being overblown. Open AI has nearly a billion monthly active users for its large language model and the company's beginning to monetize through advertisements and monthly premiums. I think open AI will have enough cash flow to pay Microsoft because of the insatiable demand from consumers and enterprises that want access to what these AI models offer.

7:05 Pinterest is another social media business that I think makes an attractive investment at $20 per share. I calculated a fair value for this stock at over $59. Pinterest faces some near-term headwinds as the enterprises that are spending money on the platform are pulling back to some degree. And that's understandable because one of the first things enterprises pull back on is advertising spending when they see difficult times ahead. And as I mentioned in the introduction of the video, we've had several macroeconomic headwinds facing the consumer economy. The war has created a surge in oil prices, tariffs has created an increase in the cost of living, and higher interest rates makes it more difficult to finance purchases like cars and homes. All of that means less disposable income available for consumers and less money and less purchasing activity for marketers to target.

8:00 And that near-term headwind has really pressed upon Pinterest shares. Still, I think that's created an opportunity for long-term investors to capture this attractive stock at cheap prices. The Trade Desk stock is facing similar headwinds as Pinterest and then some. The Trade Desk was already competing with powerful advertising giants like Alphabet and Meta Platforms, and in recent months is starting new competition with Amazon. Well, I shouldn't say Trade Desk started, Amazon started the competition by encroaching on the Trade Desk's territory.

8:35 And investors are always concerned anytime Amazon encroaches in any category because of its size, scale, and management capability to take market share in nearly every industry. That's caused Trade Desk stock to crash to $21 a share, but I calculate a fair value of this business at over $49. Visa is another attractive opportunity selling at a discount due to increasing risks. Visa's market price of $326 per share is well below the fair value I calculated at $408.

9:09 Visa is trading at a discount because of increasing risks from countries and regions like Europe, which is trying to move away from Visa's networks in processing transactions. Still, Visa is uh has 4 billion cards outstanding or in people's wallets or on their phones, and that creates a situation where merchants almost have to accept Visa cards because so many consumers have them in their wallets. Visa charges a small transaction fee on every purchase using its network, and that adds up to billions of dollars in revenue, and it's one of the most profitable businesses in the world.

9:51 Adobe is another great opportunity at $259 per share. I calculated a fair value at $364. Adobe stock is selling at a discount because of fears that artificial intelligence will take its business. Investors are fearful that enterprises that are using Adobe will switch away from its software and use other AI-enabled software that will offer similar services at a fraction of the cost. While I think Adobe will lose a certain amount of market share due to competition and technological development, I think even after losing some of that market share, Adobe will still maintain a large percent of its customers, and that will be enough to justify paying the current price, which has been significantly depressed due to those risks. McDonald's is the most interesting one on this list in my opinion because it's not typically thought of as an innovative company.

10:49 However, McDonald's is incorporating technology to make its customer value proposition more exciting both to customers that are consuming the food and beverage and to franchisees who are considering opening a McDonald's location. McDonald's current market price at $279 per share is well below the fair value I calculated at $332. McDonald's is benefiting from the enhancement of food delivery networks, making each McDonald's location reach a wider amount of customers of broader geographic area. That allows it to reach more customers and reach customers more frequently. You no longer have to leave your house to get McDonald's, you can get McDonald's delivered to your home.

11:33 And that wasn't the case 10 years ago. Additionally, McDonald's is using technology like the robots that are delivering food to lower the cost of delivery and increase its reach. McDonald's is also using technology at the drive-thru window and at kiosks inside McDonald's locations, lessening the dependence on labor at each McDonald's location, which makes it a lot more profitable for each individual to open a new McDonald's location. I think those technological tailwinds will ultimately boost McDonald's shares, even though in the near term, the restaurant industry faces significant headwinds as a result of the increasing amount of people that are taking weight loss treatments, which lowers their appetite and consumption of food.

12:19 And last but not least, Lululemon, which recently had a settlement with its founder, and now the management team can focus on improving the business, which is slowing down considerably in the United States. Lululemon's market price of $131 is well below my intrinsic value of $177. Lululemon is significantly impacted by increasing trade barriers. It's not just the increase in tariff rates, but the removal of the de minimis provision, which allowed companies to ship products into the United States and pay zero tariffs if they were under the value of $600 to $800.

12:56 And so the impacts of those removals of those loopholes and the increase in tariff rates has been a significant headwind for Lululemon, and it'll likely remain so in the foreseeable future. Still, I think those headwinds are more than reflected in its price, and the company is growing significantly in international markets like China. I think this discount price is an opportunity for long-term investors. So now that we looked at my top stocks to buy, I'm going to provide a bonus in this video in evaluating how my portfolio of best stocks to buy has performed year-to-date in 2026. And the interesting thing that happened this month that hasn't happened yet in 2026 is my portfolio of best stocks to buy is now finally in the green. It had been in the red all year long up until this month and it's now turning green.

13:48 Overall, my portfolio has returned 8.58% compared to the S&P 500 index, which is up 11.26%. I'm still trailing the index by 2.68 percentage points, but that gap has narrowed significantly in recent months. Of course, there were companies I removed from my portfolio of top stocks to buy recently. I removed Micron on May 9th and I removed Broadcom on May 15th. I removed Qualcomm today, May 29th. And these were companies that had increased in value significantly.

14:26 Qualcomm was up over 97% since I added it to my list of top stocks to buy. Micron was up 125% and Broadcom is up over 52%. And that's been the case more broadly. If you've been following my channel, you know I cover hundreds of companies and here's all the companies that are in my coverage with buy, hold, or sell ratings and discounted cash flow valuations. And what you see in my portfolio of top stocks to buy is also happening in my broader set of coverage of all of the companies that I'm following. And that factor I'm talking about is this big differentiation in performance, where you'll have companies like Micron, which have delivered 125% rate of return, and then you'll have companies like The Trade Desk, which are down 43%.

15:16 Right? So, that's true of a lot of the companies in my coverage, right? So, I've recommended a company like Dell, which I updated today. It's up over 200% in the last year. I've recommended that stock as a buy for several years now, along with Micron and a Sandisk and Nvidia and others that are up significantly in that time. Apple of N I believe is another one of the picks that's up like by several hundred percent since I rated it a buy. And so, I have [snorts] these recommendations that are soaring in valuation. And then I have some that are down big time, like the Trade Desk and Pinterest and Snap and others that have underperformed. And that's been That's been the strange thing about 2026 is that big difference, some huge winners and some huge losers.

16:08 And there's been a big difference between the two. As you can see in my portfolio here, I have some big big winners like Qualcomm and Micron and then I have some big losers like Lululemon and the Trade Desk. Overall, I'm happy to see that my portfolio is now in the green. And you know, if we look back just a few months ago, I believe it was April. That's right. If we looked at April, my performance year-to-date in 2026, when I looked at my returns as of the end of April, I was down on this portfolio minus 14%.

16:44 And each and every one of the stocks that I rated as a top stock to buy was negative. Look at this, Amazon was down, Meta down, Lululemon down, Visa down, Adobe down, Pinterest down, Trade Desk down. Everything was down, even Qualcomm and a Micron, which has soared, was down at this moment when I evaluated my portfolio at the end of April. But remember what I was saying back then, not to get discouraged, not to make any dramatic changes, not to all of a sudden think that oh my goodness, my investing framework doesn't work anymore, that I need to make some big wholesale changes. Instead of investing in companies that I believe are undervalued, I should invest in meme stocks and become a momentum investor and make these dramatic changes. I resisted those temptations and those calls for a change in viewpoint in how I evaluate companies. And thankfully, that's resulted in a significant improvement in performance from -14% to up 8.58% as of the end of May. I'm recording this video after the stock markets closed on Friday, May 29th. There's no more trading days in May. So, I'm happy to see this performance and I'm still relatively confident that by the end of the year, my portfolio of top stocks to buy will outperform the S&P 500 index as I've done in 2025, in 2024, and in 2023.

Summary

The stock market in the U.S. is thriving despite various economic challenges, with the Nasdaq Composite Index up over 16% in 2026. The speaker shares their top 12 stock picks for June, highlighting undervalued companies with strong growth potential, including Amazon, Meta, and Nvidia. They also discuss their portfolio's recent performance, which has turned positive after a rough start to the year.

- The U.S. stock market is performing well, with major indices showing significant gains.
- Amazon is seen as undervalued, particularly due to its profitable AWS segment and potential in AI.
- Meta Platforms is experiencing strong revenue growth and is well-positioned in the social media space.
- Netflix is considered a solid investment due to its large subscriber base and successful content creation.
- Nvidia remains a leader in AI despite recent stock price lag, presenting a buying opportunity.
- Uber's stock is undervalued due to misconceptions about competition from Tesla.
- Microsoft is trading below its intrinsic value, with concerns over its relationship with OpenAI being overblown.
- The Trade Desk and Pinterest face headwinds but are viewed as long-term investment opportunities.
- The speaker's portfolio has improved from a -14% return to +8.58%, with hopes of outperforming the S&P 500 by year-end.
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