5 Stocks to Buy Now. March 2026‼️

Financial Education•Mar 3, 2026

Summary

Jeremy provides a market outlook for March 2026, noting that the S&P 500 historically experiences significant swings during this month, often ranging from 3% to 6%. He encourages investors to ignore short-term fluctuations and focus on companies with strong cash flows, clean balance sheets, and clear growth catalysts. The main thesis of the video is that the market is currently undervaluing several growth companies due to fears of AI disruption, which Jeremy believes is actually an opportunity for these firms to increase their margins and service value.

The video highlights five specific stocks:

Salesforce (CRM): Jeremy views this as a 'rent-a-brain' service for businesses that is currently scaling its AI 'Agent Force' capabilities rapidly. He expects the company to achieve net income margins over 40% by 2029 and suggests that even in a base case scenario, the stock could reach $800, making anything under $200 a massive deal.

The Honest Company (HNST): A turnaround story led by CEO Carla Vernón, the company has cleared its debt and built a cash reserve of $90 million. Jeremy highlights the high-margin baby care business and a significant partnership with Disney’s Pixar as key drivers that will help the stock price permanently move above the $5 level.

ServiceNow (NOW): This company serves as a digital assistant for enterprise workflow automation and is currently trading at a historically low PE ratio despite record-high free cash flow per share. Jeremy predicts a 20% compound annual growth rate (CAGR) for the stock as it continues to dominate the IT and HR workflow space.

Celsius Holdings (CELH): Jeremy describes Celsius as a burgeoning drink giant that is successfully capturing market share from legacy brands like Red Bull and Monster. With a 20% market share and distribution powered by Pepsi, he predicts the stock will reclaim the $80 price level later this year.

e.l.f. Beauty (ELF): A long-term favorite that Jeremy has held for a 1,000% gain, the company continues to grow through its main brand and acquisitions like Naturium and Rhode. He expects earnings per share to climb substantially as free cash flow begins to accelerate.

Mentioned Stocks

CELH

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy owns 4,000 shares and refuses to sell. He believes Celsius is outperforming Red Bull and Monster, aiming for a market cap similar to Monster's $79 billion. He predicts the stock will reach the $80s later this year, up from its current $49 price.

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ELF

Sentiment: BUYAction: RECOMMENDED

Reasoning: Having already achieved a 10X return, Jeremy remains bullish due to the brand's marketing brilliance, specifically Hailey Bieber's Rhode brand. He notes that free cash flow and earnings per share are poised for substantial growth over the next few years.

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CRM

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy is building this position rapidly, owning nearly $200,000 worth. He cites strong RPO growth (up 14% year-over-year) and the explosive growth of AI 'Agent Force' ARR (up 169%). He sets a base case price target of $800 by 2029 and considers the stock a steal under $200.

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NOW

Sentiment: BUYAction: BOUGHT

Reasoning: Jeremy recently bought 1,000 shares at $101.38. He points out that the stock is trading at its cheapest PE ratio recently while free cash flow is at an all-time high. He projects a 20% CAGR for the stock based on its essential role in enterprise workflow automation.

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HNST

Sentiment: BUYAction: RECOMMENDED

Reasoning: Jeremy highlights the company's transformation from near bankruptcy to having $90 million in cash and no debt. The company recently announced a $25 million share buyback and is seeing double-digit consumption growth in baby wipes and personal care. He believes the stock will move permanently above $5.

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