June 17, 2026 · 10 min read
The best momentum stocks are not just rising — they're rising because their fundamentals are accelerating. NVDA, META, GE Vernova, Constellation Energy, and SPCX lead the 2026 momentum screen. Here's the complete list with multi-period return data and the investment thesis for each.
Returns are approximate total returns (price + dividends). Stocks sorted by 12-month trailing return, descending. SPCX is measured from IPO date (June 12, 2026). AI scores from BriMindInvest composite model.
| Ticker | AI Score | 3M Return | 6M Return | 12M Return | Mkt Cap | Fwd P/E | Sector |
|---|---|---|---|---|---|---|---|
| GEV | 82 | +21% | +44% | +95% | $82B | 45x | Grid / Energy |
| CEG | 79 | +18% | +38% | +88% | $78B | 35x | Nuclear Power |
| PLTR | 73 | +12% | +35% | +78% | $145B | 120x | AI Defense |
| META | 85 | +16% | +31% | +62% | $1.8T | 26x | AI / Social |
| AXON | 77 | +13% | +26% | +54% | $38B | 72x | Public Safety AI |
| NVDA | 88 | +14% | +28% | +48% | $3.2T | 38x | AI Chips |
| CRWD | 81 | +11% | +22% | +42% | $88B | 68x | Cybersecurity AI |
| SPCX | 76 | +19% | +19% | +19% | $2.1T | 130x | Space / Launch |
Dominant AI GPU platform; Blackwell architecture demand exceeding supply through 2026; data center revenue +142% YoY
Llama open-source AI driving advertiser efficiency gains; WhatsApp monetisation early innings; Threads growth
Power grid infrastructure for AI data centres; gas turbine backlog sold out through 2028; wind recovery
Largest US nuclear operator; Three Mile Island restart deal with Microsoft; hyperscaler nuclear PPA demand
IPO June 12, 2026; +19% day one; consolidating above $155; Starlink ARR growing 40%+ YoY
Falcon platform ARR growing 27% despite post-outage recovery; Net revenue retention above 120%; AI-native EDR leader
AIP deployed at 14 military commands; US commercial growth 71% YoY; expensive but strongest government AI moat
Taser + body cameras + AI evidence cloud for law enforcement; recurring SaaS revenue from agency contracts
If you prefer systematic momentum exposure rather than individual stock-picking, MTUM (iShares MSCI USA Momentum Factor ETF) is the primary vehicle.
MTUM selects stocks with the highest risk-adjusted price return over 6 and 12 months, weighted by their momentum score. Current top holdings include NVDA, META, GEV, CEG, and Microsoft. The biannual rebalance means it captures multi-month trends rather than short-term noise. MTUM has outperformed the S&P 500 by 4–8% annually in strong trending markets. Best used as a complement to core index holdings.