{"id":65547,"date":"2025-12-31T08:32:33","date_gmt":"2025-12-31T08:32:33","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/mark-mahaney-names-his-favourite-internet-stocks-for-2026\/"},"modified":"2025-12-31T08:32:33","modified_gmt":"2025-12-31T08:32:33","slug":"mark-mahaney-names-his-favourite-internet-stocks-for-2026","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/mark-mahaney-names-his-favourite-internet-stocks-for-2026\/","title":{"rendered":"Mark Mahaney names his favourite internet stocks for 2026"},"content":{"rendered":"

(Originally posted on : Invezz )<\/b>
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Mark Mahaney \u2013 a senior Evercore ISI analyst \u2013 has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small\/mid-cap names.<\/p>\n

According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.<\/p>\n

Mahaney\u2019s thesis rests on improving fundamentals, attractive valuation, and narratives he believes aren\u2019t yet fully appreciated by the market.<\/p>\n

Let\u2019s take a closer look at what AMZN, EXPE, and Z shares have in store for investors in 2026.<\/p>\n

Amazon stock: AI tailwinds and cash flow upside<\/h2>\n


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Mahaney\u2019s top large-cap choice is Amazon, where he sees a powerful combination of improving fundamentals and a shifting narrative around artificial intelligence.<\/p>\n

\u201cThe AI narrative has flipped positive for Amazon Web Services,\u201d he explained, noting that AWS is positioned to benefit<\/a> from rising enterprise adoption of generative AI.<\/p>\n

Beyond cloud, Mahaney expects Amazon\u2019s free cash flow to inflect higher over the next two years, providing a catalyst for shareholder returns.<\/p>\n

Mahaney\u2019s \u201cbuy\u201d rating on AMZN stock is tied to a price target of $335, indicating potential upside of a whopping 45% from current levels.<\/p>\n

According to him, the titan\u2019s high-margin advertising business will continue to drive growth in the new year (2026). \u00a0<\/p>\n

Expedia stock: undervalued turnaround story<\/h2>\n


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Mark Mahaney has immense confidence in the new management\u2019s ability to turn around Expedia in 2026.<\/p>\n

The company\u2019s leadership<\/a> is committed to streamlining the EXPE platform and improving the overall customer experience \u2013 changes that he believes aren\u2019t fully reflected in the current share price.<\/p>\n

Additionally, at a price-to-sales (P\/S) multiple of only 2.57, the travel booking giant is trading at a steep discount to peers, despite showing signs of operational improvement, the Evercore ISI expert told clients in a recent research note.<\/p>\n

Mahaney sees upside in EXPE stock to about $350 next year, suggesting investors willing to look beyond near-term skepticism could benefit from the company\u2019s improving fundamentals in 2026.<\/p>\n

Zillow stock: long-term opportunity after a pullback<\/h2>\n


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In the small- and mid-cap names, Mahaney\u2019s favourite internet stock heading into 2026 is Zillow.<\/p>\n

Z shares have lost more than 20% in under four months, which the Evercore ISI analyst dubbed a rare opportunity for long-term investors to initiate or expand a position in them. \u00a0<\/p>\n

According to him, Zillow stock could recover<\/a> next year as housing affordability challenges drive more consumers online for listings and rental options.<\/p>\n

All in all, Mahaney sees the company\u2019s digital platform as strongly positioned to capture demand once market conditions stabilize.<\/p>\n

His \u201cbuy\u201d rating on Zillow comes with a $95 price target, indicating potential upside of about 35% from here. <\/p>\n

Like other names on his list, however, this Nasdaq-listed firm doesn\u2019t currently pay a dividend to appear particularly attractive for income-focused investors.<\/p>\n<\/p><\/div>\n

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(Originally posted on : Invezz ) Mark Mahaney \u2013 a senior Evercore ISI analyst \u2013 has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small\/mid-cap names. According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year. Mahaney\u2019s thesis rests on improving […]<\/p>\n","protected":false},"author":30,"featured_media":65548,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[37],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/65547"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=65547"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/65547\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/65548"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=65547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=65547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=65547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}