A file Nasdaq itemizing, a meme-fueled buying and selling increase, and the most important company Bitcoin (BTC) holder promoting its cash are set to outline this quarter. These 5 corporations throughout AI and crypto carry the tales buyers will observe by September.
Every faces a key check this quarter, from debut earnings to defending market dominance. Listed here are the highest 5 corporations to look at.
1. SK Hynix (SKHY)
SK Hynix is South Korea’s second-most useful firm and the world’s main provider of high-bandwidth reminiscence (HBM) chips. The corporate has emerged as one of many largest beneficiaries of the AI infrastructure increase, with demand for its superior reminiscence chips persevering with to outpace provide.
Final 12 months, SK Hynix stated its total deliberate provide for 2026 had already been offered out, highlighting the energy of long-term AI demand. That momentum has helped propel its Seoul-listed shares by greater than 180% 12 months thus far.
Final week, SK Hynix made its Wall Avenue debut. The corporate started buying and selling on Nasdaq on Friday, pricing its shares at $149 to boost over $26 billion within the largest international itemizing ever on a US alternate.
The ADRs debuted strongly, opening close to $170, earlier than closing their first session virtually 13% greater.
Regardless of the sturdy fundamentals, volatility has additionally been a defining characteristic. The corporate’s Seoul-listed shares fell 15.4% in a single session at the moment.
How the inventory trades by this quarter will likely be price watching, particularly after a notable decline following SpaceX’s file IPO.
Analysts stay firmly bullish. Goldman Sachs raised its 2028 working revenue forecasts for SK Hynix by 24% to 454 trillion gained ($299.62 billion).
Citi lifted its goal to three.1 million gained in Might, roughly 68% above the present worth of 1.8 million gained. In the meantime, UBS informed shoppers to purchase the brand new US depositary receipts whereas promoting the Seoul-traded inventory.
2. SpaceX (SPCX)
Elon Musk’s SpaceX is an aerospace, connectivity, and synthetic intelligence firm, which absorbed xAI forward of its market debut. The corporate went public in June with the largest IPO on file.
SpaceX priced its shares at $135 and opened at $150 on June 12. The inventory touched $225 in its first week earlier than seeing a steady drawdown.
The slide has endured regardless of the Nasdaq-100’s inclusion, a milestone that draws passive funding flows from index-tracking funds. On Friday, it closed at a file low of $145.30, down 9.7% from its debut closing worth.
Even so, no less than six main brokerages, together with Morgan Stanley, Goldman Sachs, and UBS, have initiated protection with buy-equivalent rankings, Bloomberg reported.
Consideration now turns to the corporate’s first earnings report as a public firm. SpaceX has not introduced a date, although analysts anticipate it in early August.
Analysts are bullish however far aside. Morgan Stanley set a goal at $300, roughly 106% above present ranges, with a bull case of $600 and a bear case of $75.
RBC and Banco BTG Pactual each set $225 targets, UBS sits at $210, Goldman Sachs at $205, and Stifel at $190. Even the bottom of these implies about 31% upside from Friday’s shut.
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3. Robinhood (HOOD)
Robinhood grew from a retail buying and selling app into a worldwide brokerage with greater than 27 million funded accounts. The corporate expanded its crypto enterprise by the acquisition of Bitstamp and launched its personal Layer-2, Robinhood Chain, in July.
The inventory is down 12 months thus far amid a market downturn. But, it has gained considerably since Might with a 51% rally.
Its DEX volumes and agentic AI push have additionally captured consideration. Robinhood Chain DEX quantity reached a file $893 million on July 11, per Dune knowledge, pushed by a renewed meme coin frenzy led by Money Cat.
On the identical time, the corporate is increasing its agentic AI buying and selling from shares into crypto. Prediction markets have turn out to be one other development engine. Occasion contracts traded on Robinhood jumped from 300 million in Q1 2025 to eight.8 billion in Q1 2026, based on Artemis.
Wall Avenue repriced the inventory at notable velocity this month. Mizuho raised its goal on HOOD shares to $130 from $115 whereas sustaining an Outperform ranking.
Barclays lifted its goal 48.8% to $122 from $82 and reiterated its Purchase ranking. Morgan Stanley additionally raised its goal by 30.5% to $124 from $95.
4. Technique (MSTR)
Technique or MicroStrategy is the most important company holder of Bitcoin, with 843,775 BTC bought at a mean worth of $75,653. With Bitcoin under $63,000, the place sits deep underwater.
The corporate’s well-known flywheel has reversed. Its market premium to web asset worth has compressed under 1x, making new share gross sales dilutive. In the meantime, MSTR, like the remainder of the crypto shares, is flashing crimson, down 37.7% to date in 2026.
Technique offered 32 BTC in late Might to fund most popular dividends, its first sale since a tax-related transfer in December 2022. The board then accepted a Digital Credit score Capital Framework on June 29, which authorizes the sale of as much as $1.25 billion in Bitcoin. Additional bigger gross sales adopted in July.
Q2 earnings are scheduled for July 30. Buyers will watch whether or not the corporate leans additional into Bitcoin gross sales beneath its $1.25 billion authorization.
Analysts are break up on the restoration path. Citi stored a Purchase ranking however reduce its goal to $136 from $260, almost halving its forecast. Mizuho lowered its goal to $213 from $340. On the identical time, Barclays initiated protection with an Equal Weight ranking and a $130 goal.
5. Circle (CRCL)
Circle points USDC (USDC), the second-largest stablecoin. The corporate went public final 12 months, using on favorable regulatory momentum and surging crypto costs.
Nonetheless, the crypto market drawdown has weighed on inventory returns. BeInCrypto’s evaluation revealed that Circle is buying and selling decrease from its $69 open.
Measured towards the $31 supply worth, nonetheless, Circle continues to be up by greater than 100%. This makes it one among solely two current debuts nonetheless buying and selling above their supply costs.
Competitors struck arduous in late June when Stripe, Visa, and BlackRock launched a rival stablecoin known as Open USD, crashing Circle shares 17% in a single day. The inventory is now down 16.6% 12 months thus far.
Nevertheless, Circle has secured main regulatory wins. The corporate acquired last approval from the Workplace of the Comptroller of the Forex (OCC) to determine a nationwide belief financial institution.
It additionally holds MiCA compliance for each USDC and its euro-denominated EURC, giving it licenses that its consortium rival lacks. Q2 earnings on August 12 supply the subsequent check of whether or not that moat is holding.
Analysts maintain the widest vary of targets on this record. Goldman Sachs reduce its goal to $96 with a Impartial ranking, roughly 47% above present ranges. Bernstein reaffirmed its Outperform ranking with a $190 goal, whereas Clear Avenue known as the selloff overdone.
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The submit High 5 Firms To Watch in Q3 For Inventory Market Merchants appeared first on BeInCrypto.