The opening months of 2026 have brought a familiar disquiet to the markets. Volatility, predictably, has unsettled many portfolios. It is a pattern as reliable as the turning of the seasons, and one that separates those who speculate from those who invest. A reassessment is, therefore, not merely advisable, but necessary. Here, we examine two companies positioned not to triumph despite the prevailing uncertainty, but to endure and, quietly, to prosper.
1. Alphabet
The recent 11% decline in Alphabet’s share price, since early February, has elicited the usual chorus of pronouncements. That it has made no substantial progress since late November is, to some, evidence of a deeper malaise. Such reactions are, often, more indicative of short-term sentiment than long-term value. A closer examination reveals a company performing, if not spectacularly, then consistently well, amidst a climate of undue pessimism surrounding technology stocks.
The company’s cloud computing division is, notably, demonstrating robust growth. A 48% year-over-year increase in the final quarter of 2025, accompanied by a 53% rise in operating profits, outpaces the performance of rivals such as Microsoft and Amazon. This is not a matter of mere accounting; it reflects genuine demand for a service that is demonstrably effective. More importantly, this growth is occurring with limited monetization of its artificial intelligence capabilities. The full impact of its Tensor Processing Units remains to be seen, but the potential is considerable.
Meanwhile, Alphabet’s core search business continues to generate substantial cash flow, seemingly immune to the anxieties that plague other sectors. Google Services’ operating income rose by 22% last quarter, a testament to the enduring value of a service that, despite numerous attempts at replication, remains largely unmatched.
The planned capital expenditure of $175 to $185 billion for 2026, largely focused on artificial intelligence, has understandably unnerved some investors. It is a substantial sum, roughly double last year’s outlay. However, a company that consistently demonstrates a return on investment, as Alphabet does, is justified in pursuing such ambitious projects. The market’s skepticism is, therefore, misplaced. It is not the scale of the investment that should concern observers, but the wisdom with which it is deployed.
2. SoFi Technologies
SoFi Technologies, currently trading nearly 40% below its November peak, presents a different, but equally compelling, opportunity. The discount is unlikely to persist for long.
Simply put, SoFi is an online bank. The absence of traditional brick-and-mortar branches, once considered a liability, is now a distinct advantage. Recent data from the American Bankers Association confirms this shift. 54% of bank customers now prefer mobile apps for their banking needs, while only 9% still favor in-branch visits. The trend is clear, and SoFi is well-positioned to capitalize on it.
The company’s customer base has grown to over 13.6 million, an 8% increase from the previous quarter. This sustained growth, evident since early 2019, is a clear indication of its appeal.
Despite investor apprehension, analysts remain optimistic. The consensus price target stands at $26.94, a 37% increase from the current price. The market, sooner or later, will recognize the underlying value. It is a slow process, often driven by demonstrable results rather than speculative fervor.
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2026-02-17 10:32