Top 10 Equities to Track as Bullish Momentum Carries Into 2026

Nigeria’s equities market has sustained its upward momentum, with the ongoing rally expected to extend into 2026 as investor confidence improves and corporate earnings remain resilient.
Market analysts note that a combination of easing macroeconomic pressures, improved liquidity, and renewed foreign and domestic participation has helped support recent gains. As a result, attention is increasingly shifting toward fundamentally strong stocks positioned to benefit from the current cycle.
Banking and financial services companies continue to attract interest due to stronger capital buffers, higher interest income, and improved asset quality. Select lenders with solid balance sheets and consistent dividend histories are emerging as favourites among long-term investors.
Consumer goods firms are also back in focus as inflationary pressures show signs of moderation, supporting household spending and improving margins. Companies with strong brand portfolios and efficient distribution networks are expected to outperform peers.
In the industrial and construction segment, cement producers and infrastructure-related stocks remain key beneficiaries of sustained government spending on roads, housing, and public works. These firms are well placed to ride continued demand for building materials.
Energy and utility stocks are gaining renewed attention as reforms in the power and oil and gas sectors gradually improve pricing structures and operational efficiency. Companies with exposure to gas supply, power generation, and energy distribution are seen as long-term growth plays.
Telecommunications and technology-driven firms also feature prominently on investor watchlists, supported by rising data consumption, digital payments growth, and expanding fintech adoption across the economy.
Analysts advise investors to focus on companies with strong fundamentals, sound corporate governance, and clear growth strategies as the market rally matures. While volatility may persist, well-selected stocks are expected to deliver sustained returns into 2026.