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Vita Coco $COCO ( ▲ 1.67% ) remains the dominant US coconut-water brand, with roughly 44% market share. It’s positioning itself to stay there.

When new tariffs hit key sourcing regions, management reshuffled production quickly, routing Philippine supply to the US and Brazilian supply to Europe. That move kept its blended tariff rate near 23% and protected pricing power.

With that stability in place, the company is leaning harder into international growth. Barron’s says those markets are delivering.

International sales climbed 48% last quarter, while Americas revenue rose about 35%. The UK posted a 32% sales increase, and Germany surged more than 200%. After raising full-year guidance to as much as $595 million, Vita Coco says the next leg of growth will come from scaling abroad.

The company is also building a broader beverage platform. PWR LIFT protein drinks, Ever & Ever aluminum water, and the newer Treats line helped push the Other category up 182% last quarter as total revenue rose 37% year over year.

Financial footing is another advantage. Vita Coco carries no meaningful debt and ended the quarter with about $204 million in cash. Barron’s argues that balance sheet could allow for selective share repurchases and continued brand extensions without stretching capital.

The stock trades near 32x forward earnings, roughly in line with small-cap peers, yet its earnings trajectory is stronger.

Analysts expect about $1.32 per share next year. If Vita Coco executes on its international push, the multiple could expand toward 40 and place fair value in the low $50s, per Barron’s.

Competition and climate risk remain real, but the company continues to show steady growth while larger beverage players battle for share. For investors looking beyond the AI trade, Vita Coco offers a stable, expanding story with clear upside.

Morgan Stanley $MS ( ▼ 1.06% ) just reaffirmed Micron $MU ( ▲ 4.17% ) as a top pick and raised its price target to $325, implying nearly 32% upside from today’s close.

The bank cited a sharp DRAM shortage as the catalyst for a new phase of earnings strength, and argues the stock still doesn’t fully reflect the upside from rapidly rising memory prices.

DRAM spot pricing has tripled in recent weeks, a move that analysts say resembles the violent cycles of the 1990s more than anything in recent memory. Unlike past shortages, though, Micron enters this one with earnings at record highs, which could position it to compound gains rather than recover lost ground.

Morgan Stanley sees blended pricing up 15% to 20% in the first half of next year. Buyers who failed to secure contracts early are facing even more aggressive increases, with some transactions running 50% above locked pricing. That dynamic points to a tight supply environment that could persist as AI demand intensifies.

In the bank’s view, the earnings jump ahead remains underappreciated. The firm expects meaningful upward revisions as higher memory prices roll through contracts and hyperscalers continue to accelerate AI server builds. For a sector driven by sharp supply-demand swings, this phase looks unusually durable.

Micron has already rallied more than 180% this year, yet Morgan Stanley argues that drivers remain intact. The firm points out that sentiment across AI hardware remains cautious, leaving room for further enthusiasm as memory pricing dynamics play out.

With earnings poised to push into uncharted territory, the stock offers a different angle on the AI buildout. For investors searching beyond the usual GPU names, Micron’s tightening supply backdrop and rising pricing power make it a semiconductor upside story to watch.

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Crown Holdings $CCK ( ▼ 3.79% ) isn’t an AI winner or flashy tech play. It’s a packaging heavyweight whose cans carry everything from Coca-Cola to WD-40. But it has been a quiet outperformer this year nonetheless.

With a forward P/E near 12, a free cash flow yield above 11%, and earnings growing at a double-digit pace, Barron’s says Crown offers fundamentals investors can bank on.

The company is also returning meaningful cash. Through the third quarter, Crown repurchased $314 million of stock and delivered more than $400 million to shareholders, including dividends. That equates to about $3.47 per share.

Management has guided conservatively for years, but recent upward revisions to full-year earnings and free cash flow suggest a strengthening, not stalling, backdrop.

Tariff pressure has weighed on volume in Mexico and Brazil, and colder weather dented beverage consumption in parts of Latin America. But Crown’s global footprint helps smooth the bumps.

Europe delivered standout results, with shipments rising 12% and income climbing 27% on broad demand in the Mediterranean and Gulf regions. Asia is holding up as well. Despite softer Southeast Asian volumes, margins stayed above 17%.

If tariff headwinds moderate, these regions could contribute even more, especially as beverage and personal-care packaging demand expands across international markets.

Crown’s balance sheet is cleaner than peers at roughly 2.5 times net debt to EBITDA, and its stock is outperforming sector rivals that have stumbled this year.

A blend of discounted cash flow and normalized valuation supports Barron’s target near $126, or nearly 30% above Friday’s close.

With dependable cash flow, disciplined execution, and steady global demand for metal packaging, Crown offers something scarce in today’s market. It’s a durable industrial name with real earnings momentum and a clear path higher.

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Which stock do you think will outperform over the next 12 months?

▇▇▇▇▇▇ ♨️ Dutch Bros

▇▇▇▇▇▇ ☕ Starbucks

And, in response, you said:

Do you prefer US stocks or global equities in 2026?

▇▇▇▇▇▇ 🇺🇸 US

▇▇▇▇▇▇ 🌏 World

And, in response, you said:

Do you believe AI will keep fueling the chip cycle over the next 12 months?

▇▇▇▇▇▇ 👍 Yes

▇▇▇▇▇▇ 👎 No

And, in response, you said: