Growth potential: Analysts are betting on these little-noticed stocks in 2026

• Jeffries and Berenberg see opportunities for little-known stocks in 2026
• Two companies in completely different industries
• Experts see growth potential

Many investors look for undervalued opportunities that have attractive return potential despite uncertain markets. An analysis from Jefferies and a new assessment from Berenberg show that the two analyst firms are primarily highlighting two little-known stocks for 2026: Viking Holdings and Rubrik. Both companies operate in completely different industries.

Viking Stock: Strong Tailwind for Cruise and River Travel

Viking Holdings operates a fleet of cruise ships specializing in river and ocean voyages under the Viking Ocean Cruises brand. The company operates internationally and primarily targets discerning travelers who are looking for luxurious and culturally oriented cruise experiences.

Jefferies expects Viking Holdings to develop positively in 2026. Analyst David Katz increased the price target from $59 to $60 on November 21, 2025, according to TipRanks, after the company reported very strong Q3 2025 numbers. Viking generated revenue of $2.00 billion, up over 19 percent, and achieved its highest Adjusted EBITDA ever of $704 million. Net profit also rose significantly to $514 million, while adjusted EPS increased to $1.20.

The booking situation is also impressive: there are already $4.9 billion in bookings in the books for 2026, as shown in the report for the third quarter of 2025. 70 percent of the capacity had already been allocated at this point. According to TipRanks, Jefferies also expects the Ocean and River segments to perform particularly strongly in 2026, while the capital strategy remains focused on long-term growth. Viking could be an exciting candidate for investors looking for a cheaply valued stock with long-term recovery potential.

Rubrik share: Strong growth thanks to data explosion and AI trends

A company that Berenberg experts confirm has significant potential for 2026 is Rubrik Inc. Rubrik is a US software company that specializes in data security, cloud and SaaS data protection, cyber recovery and data management. Analyst Rahul Chopra assigned Rubrik a Buy rating and a $114 price target on November 18, 2025, according to TipRanks, as his bank reassessed the entire cybersecurity sector. Chopra emphasized that Rubrik offers the most direct exposure to the data explosion and AI issues, driven by strong data-driven upselling.

Rubrik exceeded all expectations in the second quarter of fiscal year 2026: Total sales grew by 51 percent to around $310 million. Subscription revenue expanded 55 percent to $297 million, GAAP gross margin improved to 79.5 percent, and free cash flow was $58 million with a margin of 19 percent. Additionally, the number of customers with at least $100,000 ARR increased by 27 percent to 2,505.

Opportunities for investors?

Both Viking and Rubrik are among the stocks that could have potential in 2026. While Viking is considered a recovery stock in global tourism, Rubrik stands out due to its strong position in the booming data and AI market. Analysts – including Jefferies and Berenberg – provide important guidance with their current assessments, showing that these companies could be considered well-positioned bets for the future despite current market uncertainties. For investors looking for cheap stocks with a convincing growth profile, both stocks could represent an interesting addition to the portfolio.

Bettina Schneider / editorial team finanzen.net

This text is for informational purposes only and does not constitute an investment recommendation. finanzen.net GmbH excludes any claims for recourse.

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