Motley Fool Money 3 Stocks We Love in 2026
33 snips
Dec 31, 2025 
Investment analyst Lou Whiteman, who focuses on sectors like space and defense, joins healthcare analyst Rachel Warren to discuss exciting stock prospects for 2026. Lou highlights the potential of space companies like Rocket Lab, emphasizing their resilience and future applications. Rachel dives into TransMedics' innovative organ care system and the disruptive nature of Hims & Hers in healthcare. They explore the challenges and opportunities within these industries, merging tech and healthcare insights with a forward-looking investment lens.
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Space Is A Moonshot With Real Momentum
- Space investing is a moonshot sector with big momentum heading into 2026 driven by a potential SpaceX IPO and rising interest.
- Lou Whiteman cautions many space startups remain uninvestable but names Rocket Lab and Redwire as survivable players.
Component Makers Can Outlast Cold Winters
- Redwire supplies fundamental building blocks like space solar panels and components and aims to move toward profitability after a big 2025 acquisition.
- Lou sees it as higher risk but potentially durable versus pure-play startups.
Check Tech And Profitability Separately
- When evaluating space companies, check both whether the technology works and whether it can be a long-term profitable business.
- Lou Whiteman warns investors often over-focus on the technical proof and neglect the profitability hurdle.