Johnson Controls (NYSE: JCI) 2026 stock outlook. After selling residential HVAC, JCI is a pure commercial-buildings company — York chillers, OpenBlue controls, Tyco fire & security — leveraged to data-center cooling, electrification retrofits, and high-margin recurring service backlog.
MRVL (Marvell Technology) 2026 stock outlook. A qualitative deep dive into data-center custom silicon (ASIC), electro-optics PAM4 DSP, and networking as AI-infrastructure drivers, plus hyperscaler customer concentration, non-AI inventory cycles, Broadcom competition, and valuation risk.
PSTG (Pure Storage) 2026 stock outlook. A deep qualitative analysis of enterprise all-flash storage, the hyperscaler shift from disk to flash, the Evergreen subscription and Storage-as-a-Service transition, AI data demand, TCO and power advantages over HDDs, competition from NetApp and Dell, and cyclicality risk.
Prologis (NYSE: PLD) stock analysis for 2026 covering the Duke Realty integration, data center campus pivot, embedded rent growth from mark-to-market lease rollovers, REIT tax treatment in IRAs, and the e-commerce vs. AI demand thesis for industrial real estate.