3 Non-Tech Thriving Nasdaq Stocks Enabling Its Northward Move in 2026

Wall Street has been witnessing an astonishing rally since the beginning of 2023, barring some minor fluctuations. The rally has primarily been driven by the global artificial intelligence (AI) technology boom. Generative and agentic AI have transformed the entire landscape of the information technology sector worldwide.

Consequently, the tech-heavy Nasdaq Composite jumped 43.4%, 28.6% and 20.4%, respectively, in 2023, 2024 and 2025. This trend has continued this year too. The AI momentum is rock-solid and has been expanding the periphery, scale and magnitude day by day. As a result, the tech-heavy index is up 12.7% year to date.

Despite the fact that the Nasdaq Composite is a tech-laden index, several non-tech Nasdaq-listed stocks have skyrocketed this year, aside from large technology behemoths. Investment in these stocks with a favorable Zacks Rank should be fruitful in the remaining part of 2026.

Three such non-tech Nasdaq Composite-listed stocks are: Interactive Brokers Group Inc. IBKR, Roku Inc. ROKU and BrightSpring Health Services Inc. BTSG. Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our three picks year to date.

Image Source: Zacks Investment Research

Interactive Brokers Group Inc.

Interactive Brokers continues to benefit from a widening product set that keeps clients engaged across cycles. IBKR’s automated platform, broad product set and new launches should support top-line growth across market cycles.

Global reach, a conservative balance sheet and focus on direct market should lead to support competitive pricing for IBKR and help attract active traders and long-term investors. Interactive Brokers continues to add features that widen its addressable client base and deepen wallet share.
IBKR has added nine new tokens for trading through zerohash and three new tokens through Paxos, while introducing the ability to transfer funds to external wallets via stablecoin.

Also, IBKR has added two platform enhancements: a single screen for trading prediction-market contracts across Kalshi, CME and ForecastEx, and AI integration with Anthropic’s Claude for research and navigation (building on which, it added ChatGPT and Grok to its suite of products).

Interactive Brokers has an expected revenue and earnings growth rate of 18% and 22.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.9% over the last 30 days.

Roku Inc.

Roku continues to benefit from the shift of viewing and advertising budgets from linear television to streaming, with Platform revenue growth supported by Advertising and Subscriptions. ROKU’s scale of more than 100 million streaming households, broader programmatic reach and expanding subscription offering support continued monetization of the Roku Experience.

The new Home Screen and AI-powered search could further improve content discovery, retention and advertising opportunities as the rollout expands. ROKU is broadening its advertising model across programmatic demand, enterprise campaigns and self-service tools. Advertising revenue increased 24.8% year over year in the second quarter of 2026 to $672.8 million, while advertising gross margin rose to 62.4%.

ROKU has an expected revenue and earnings growth rate of 18.2% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 13.6% over the last 30 days.

BrightSpring Health Services Inc.

BrightSpring Health’s integrated pharmacy and provider platform continues to benefit from care migration into lower-cost home and community settings. Second-quarter 2026 results reflected broad growth, with adjusted EBITDA rising faster than revenues as scale, mix, operating discipline and technology investments supported margin expansion.

BTSG’s Specialty and Infusion remains the primary growth engine, while Provider Services is gaining from census growth, de novos and acquired branch integration. BTSG’s margin improvement should be supported by operating efficiencies, a favorable business mix and greater automation across the platform.

BrightSpring Health has an expected revenue and earnings growth rate of 18.2% and 82%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 8.3% over the last 30 days.

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