top 10 stocks to buy UNDER $100

Financial Education•Apr 7, 2026

Summary

In this video, Jeremy outlines his bullish thesis for ten specific stocks trading under $100, emphasizing a three-year investment horizon. He notes that while the past three years have been volatile, his personal portfolio has grown by millions, and he expects continued volatility to create buying opportunities. His primary macro argument is based on the recovery of the American consumer; as rent and mortgage price increases flatten or decline, consumers will have more disposable income to spend on brands like Nike, Estee Lauder, and Cheesecake Factory.

Jeremy provides specific price targets for each stock, categorizing them into bear, base, and bull cases. He highlights that many of these companies are trading at historical valuation lows, with some forward P/E ratios dropping to levels not seen in a decade. He encourages investors to look past short-term market fluctuations and focus on the long-term expansion of these brands both domestically and internationally.

Celsius Holdings (CELH): Jeremy highlights that Celsius is an energy drink powerhouse with a forward P/E of only 20 despite double-digit growth expectations. He notes the strategic importance of their Alani and Rockstar acquisitions and their deep integration with the PepsiCo distribution network. His three-year base case price target is $75, with a bull case exceeding $100.

E.L.F. Beauty (ELF): Jeremy describes this cosmetics company as 'ridiculously cheap' at a $60 share price with a forward P/E of 18. He emphasizes their successful acquisition of Road Beauty and their ability to provide high-quality products at low price points. He predicts a base case of $140 and a bull case of over $200 within three years.

SoFi Technologies (SOFI): Jeremy views SoFi as a future top 15 global financial institution that is successfully capturing the younger generation's banking needs. He notes that as their young customer base builds wealth, SoFi's profitability from loans and accounts will explode. His base case target is $35, while his bull case reaches $50+ per share.

Cheesecake Factory (CAKE): Jeremy argues that Cheesecake Factory is undervalued with a forward P/E of 13 and a growing portfolio of successful brands like North Italia and Flowerchild. He believes North Italia will eventually replace Olive Garden in popularity due to its higher food quality. He sets a base price target of $80 and a bull case of $100+.

Robin Hood (HOOD): Jeremy warns of short-term downside if Bitcoin or the broader market struggles, suggesting a possible dip to the $35-$45 range in the next six months. However, he is long-term bullish on their expansion into credit cards and prediction markets. His three-year base case is $120, with a bull case of $150+.

Nike (NKE): Jeremy states that Nike is currently 'hated' by Wall Street, but he believes their worst profitability is behind them now that inventory issues are being resolved. He predicts a massive turnaround as the brand right-sizes its international presence. His base case target is $120, and his bull case is $180+.

Honest Company (HNST): Jeremy describes this $2.75 stock as 'insanely undervalued' given its debt-free balance sheet and shift toward profitability. He values the entire company at only $300 million despite its strong presence in the baby care and needs-based market. His base case is $10, with a bull case of $15+.

Fubo TV (FUBO): Jeremy views Fubo as a high-risk, high-reward play in the sports streaming space, especially with their Disney/Hulu relationships. He suggests the company could eventually reach a $7 billion to $10 billion market cap if user growth continues. His base case target is $25, with a bull case reaching $100+.

Estee Lauder (EL): Jeremy believes Estee Lauder has a near-monopoly on high-end beauty brands found in major department stores. He expects the stock to benefit significantly from the recovery of the luxury consumer as housing costs stabilize. His base case price target is $155, with a bull case of $200+.

Bath and Body Works (BBWI): Jeremy introduces this as a new pick, noting its very low forward P/E of under 7. He appreciates the simplicity of the business model selling candles and lotions, especially during the holiday seasons. He values the company at a $3 billion market cap and expects significant upside from current levels.