With 2027 approaching, investors are looking for the next big opportunities in the stock market. Will artificial intelligence continue to dominate, or could overlooked sectors deliver some of the strongest returns?
In the latest episode of The Investor Place, host Crystal Navellier puts that question to three InvestorPlace experts: Louis Navellier, Eric Fry and Jonathan Rose. Each must draft a sector they believe will outperform in 2027 and identify investments poised to benefit. The catch? Once a sector is claimed, it’s off the table for everyone else.
Their selections reveal three distinct strategies. Eric sees opportunity in beaten-down solar investments and medical technology. Jonathan is betting on AI’s expansion into real-world applications, while Louis believes the massive infrastructure buildout powering AI still has plenty of room to run.
6 Investment Picks for 2027: The Full List
| Expert | Investment | Ticker | Theme |
|---|---|---|---|
| Eric Fry | Invesco Solar ETF | TAN | Solar energy |
| Eric Fry | Zimmer Biomet Holdings | ZBH | Medical technology |
| Jonathan Rose | Teledyne Technologies | TDY | Machine vision and sensors |
| Jonathan Rose | onsemi | ON | Intelligent sensing and power |
| Louis Navellier | Bloom Energy | BE | Data center power |
| Louis Navellier | GE Vernova | GEV | Power infrastructure |
The six selections include five individual stocks and one exchange-traded fund. They are not a ranked list or a prediction of guaranteed gains.
Each expert has a different reason for his selections. Watch their discussion, including where they disagree about the AI trade:
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Eric Fry’s 2027 Picks: Solar Energy and Medical Technology
Eric starts with a sector many investors have already written off: solar. He argues that the industry’s weak sentiment could reverse if the U.S. policy environment becomes friendlier to renewable energy, adding to what he sees as a stronger global growth story.
Invesco Solar ETF (TAN)
Rather than try to identify one solar company that will lead a recovery, Eric favors the Invesco Solar ETF (TAN). The fund holds a basket of solar-related businesses, allowing investors to express a sector-wide view without relying on a single stock. Its investment strategy is described on Invesco’s fund page.
His thesis depends on a sector rebound, which is far from certain. Policy changes, competition and the economics of solar installations remain important risks.
Zimmer Biomet Holdings Stock (ZBH)
Eric’s second selection is Zimmer Biomet Holdings, Inc. (ZBH), a medical technology company whose products include orthopedic implants and robotic-assisted surgical systems. He sees the use of advanced technology in knee and hip procedures as a promising investment opportunity.
The company’s Nov. 4, 2026, earnings release reported third-quarter sales of $2.063 billion, up 3.1% year over year, and an increase to its full-year revenue-growth guidance. Those results support the case for examining the business, but they do not establish that the stock will outperform in 2027.
Interested in how Eric identifies opportunities beyond the market’s most crowded trades? Sign up for Eric Fry’s free Smart Money e-letter.
Jonathan Rose’s 2027 Picks: The Eyes of AI
Jonathan argues that 2027 could be the year AI moves beyond software and into machines that must perceive their surroundings. Robots, drones, autonomous vehicles and satellites all need imaging, sensors or related electronics to interact with the physical world.
Teledyne Technologies Stock (TDY)
Jonathan’s first pick is Teledyne Technologies Incorporated (TDY), which supplies imaging and sensing technologies used across industrial, aerospace and defense applications.
Teledyne’s Oct. 21, 2026, results showed record quarterly sales and a 20.6% year-over-year increase in non-GAAP diluted earnings per share. The company also raised its full-year earnings outlook. Jonathan views this operating strength as a reason to consider the business as physical AI adoption expands.
onsemi Stock (ON)
His second selection is ON Semiconductor Corporation (ON), commonly known as onsemi. Its sensing and power technologies serve automotive, industrial and AI data center applications.
According to onsemi’s Nov. 2, 2026, earnings announcement, third-quarter revenue increased 11% year over year to $1.722 billion. The company also reported that AI data center revenue grew 175% year over year, from a smaller base. Jonathan sees potential in the combination of sensing applications and growing power requirements.
Eric is more cautious about the broader AI infrastructure trade, saying its risk-reward balance has become less attractive to him. That disagreement is one of the episode’s most useful takeaways: a compelling technology trend does not automatically make every related stock a good investment at every price.
Want to see how Jonathan spots potential trade setups? Watch his free Masters in Trading Live sessions, streaming at 11 a.m. ET each morning the market is open.
Louis Navellier’s 2027 Picks: Powering the AI Data Center Boom
Louis remains focused on earnings growth and order backlogs. His argument is that near-term market anxiety about AI spending should not obscure equipment orders already in the pipeline. For him, electricity is the essential first step: a data center cannot run without power.
Bloom Energy Stock (BE)
Louis names Bloom Energy Corporation (BE), which provides fuel-cell-based electricity generation systems, as one way to invest in rising demand for reliable power.
In its Oct. 22, 2026, earnings release, Bloom reported third-quarter revenue of approximately $1.236 billion, up 138.1% year over year, and raised its full-year revenue outlook. Louis believes the need to supply power for new computing facilities could help sustain demand, although execution and valuation risks remain.
GE Vernova Stock (GEV)
His other choice is GE Vernova Inc. (GEV), whose power generation and electrification businesses help supply and support electricity infrastructure.
GE Vernova reported a $197 billion backlog in its Oct. 28, 2026, third-quarter update, alongside $12.6 billion in quarterly revenue. The company raised its 2026 guidance. For Louis, that backlog is evidence of demand that extends beyond the latest market headlines. It is a companywide backlog, not a data-center-only figure.
Louis also argues that strong companies can become attractive when share prices fall despite improving earnings. His focus is on identifying businesses with the financial results to justify a rebound, rather than buying every stock that has sold off.
For more of Louis Navellier’s earnings-driven stock analysis, sign up for his free Market 360 daily e-letter.
What Could Surprise Investors in 2027?
Beyond their six selections, the experts debate whether the post-election selloff in technology stocks will create an opportunity or expose further weakness. Eric is wary of crowded AI-related trades, while Jonathan believes some of the beaten-down technology names could recover as uncertainty fades. Louis expects earnings and existing order commitments to matter more than the latest political narrative.
They also discuss interest rates, tariffs and energy-sector cyclicality. These are competing outlooks, not settled forecasts. The practical question for investors is whether a company’s earnings, valuation and exposure to a durable trend justify the risks.
Get More Investing Ideas From All Three Experts
The 2027 draft shows why investors can look at the same market and reach very different conclusions. For continued coverage of the themes discussed in this episode, explore each expert’s free content:
Eric Fry: Follow his research on overlooked sectors, emerging technologies and long-term investment trends. Get Eric’s free Smart Money e-letter.
Jonathan Rose: Learn more about his market analysis and the trading signals he watches. Join Jonathan’s free Masters in Trading Live sessions.
Louis Navellier: Follow his earnings-focused approach to identifying strong stocks. Subscribe to the free Market 360 daily e-letter.
And to catch every episode of The Investor Place, subscribe to InvestorPlace on YouTube.
2027 Stock Picks: Frequently Asked Questions
What are the best stocks to watch for 2027?
In this episode, the experts select Zimmer Biomet (ZBH), Teledyne Technologies (TDY), onsemi (ON), Bloom Energy (BE) and GE Vernova (GEV), plus the Invesco Solar ETF (TAN). These are their individual opinions, not a consensus ranking.
Which sectors could perform well in 2027?
Eric Fry favors solar and medical technology, Jonathan Rose sees opportunity in AI-enabled sensing and vision, and Louis Navellier focuses on power infrastructure supporting data centers. Each sector carries distinct business, valuation and policy risks.
Is an ETF safer than buying an individual stock?
An ETF generally spreads exposure across multiple holdings, which can reduce company-specific risk. A sector ETF such as TAN still faces concentrated industry risks and can experience significant losses.
Educational disclaimer: This article is for informational and educational purposes only and is not personalized investment advice. Securities and funds can lose value. Opinions and forecasts are those of the speakers and may change. Investors should evaluate their own financial circumstances and risk tolerance before investing.
