2 Top Stocks That Could Double in 2026
Two US-listed companies, Coupang and Oscar Health, have faced mixed fortunes in 2025. While both have struggled to match the broader market’s gains, their long-term prospects hinge on different strategies. Coupang is betting on expansion and new services, while Oscar Health is raising prices to protect its profits.
Both stocks have lagged behind the S&P 500 this year, with Coupang edging up slightly and Oscar Health falling further behind.
Coupang, South Korea’s top e-commerce platform, has seen its stock rise by just 0.20% year-to-date. Despite this, the company remains profitable, reporting an 8.8% adjusted earnings margin in its most recent quarter. Growth has stayed strong, with revenue climbing around 20% compared to last year. The firm is now pushing into Taiwan and rolling out new services, including food delivery, fashion, and financial technology. These ventures demand upfront spending but could drive future growth. Additional investments in AI chips and a potential cloud infrastructure service in South Korea signal further ambitions.
Meanwhile, Oscar Health has taken a different approach. The health insurer, which serves 2 million members under the Affordable Care Act, has raised premiums for 2026 to cover rising claims costs. If subsidies under Obamacare expire, some customers may drop their policies. Yet, even with possible losses, the company expects steady revenue. A 20% price increase could help maintain its position, and management aims for a 5% profit margin. If successful, operating earnings might exceed $500 million next year.
Oscar Health’s market value currently sits at $4 billion, a figure some analysts consider low given its earnings potential. The company generated $11.3 billion in revenue over the past 12 months. Coupang, on the other hand, could see its stock price double if profit margins keep expanding in 2026.
Coupang’s focus on new markets and services may pay off if margins continue to grow. Oscar Health’s price hikes could secure its revenue, even if customer numbers dip. Both companies face challenges but have clear paths to stronger financial performance in the coming year. Their stock movements will depend on how well these strategies unfold.
