Some more stock ideas from the latest issue of Barron’s Magazine.
**CRM** Salesforce is highlighted as this week’s stock pick. Salesforce had a bad 2025 and is down more than 20%, but Barron’s thinks this is a bad reaction to the impact of AI on Salesforce’s business. Salesforce may prove to be one of the winners in the AI game with its AgentForce services that are gaining traction with customers. And in the meantime Salesforce’s current services are going gangbusters and both revenue and margins are growing. Profit margins have more than doubled over the last few years.
**RDDT** Reddit is growing faster than most social media and customer engagement is double that of its peers. AI is also a tailwind for Reddit’s licensing and ad revenue. Earnings per share are growing by 60-100% this year so analysts from Needham, Truist and Citi are choosing RDDT as a top pick for 2026.
**NKE** Nike got two mentions in this week’s magazine. First Barron’s noted Tim Cook’s big $3M open market insider buy of NKE stock as a sign of confidence in a turnaround. And second Nike was also noted as a possible beneficiary of a potential $2000 check being paid out of the OBBBA as a tariff rebate to taxpayers this year. Barron’s posits that retail stocks like Nike stand to benefit the most from this kind of stimulus.