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The company went from just another "crazy idea" from Musk to being worth more than Coca-Cola.
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3 Boring Infrastructure Stocks That Could Beat the Market in 2026
By Chris Markoch. Article Posted: 3/18/2026.
Key Points
- TC Energy offers stable, contract-backed cash flows and benefits from rising energy demand regardless of oil prices.
- Canadian National Railway’s coast-to-coast network and strong grain shipments support steady earnings and dividend growth.
- Canadian Pacific Kansas City’s rail network in North America, as well as its merger synergies, position it for long-term earnings expansion.
- Special Report: Elon's "Hidden" Company
With AI enthusiasm, geopolitical conflict, and tariff uncertainty pulling markets in different directions, companies with predictable cash flows, durable infrastructure moats, and rising dividends could be ideal for 2026.
Investors may want to look north of the border at three Canadian companies with predictable (some might say boring) business models that are well positioned for 2026. They won't make headlines, but they could quietly deliver returns.
TC Energy: A Toll Booth on North America's Energy Network
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Add yourself to the distribution list here.There are many angles for investors in 2026. The tech trade, fueled by artificial intelligence, remains fertile, while the conflict with Iran has pushed defense and cybersecurity stocks to the forefront.
Both of those investment themes rely on energy. That helps explain why TC Energy (NYSE: TRP) is worth considering. The Calgary-based company transports and delivers natural gas and crude oil through an extensive North American pipeline network.
Energy stocks were already poised to do well in 2026 before the Iran conflict pushed crude oil prices higher. With oil likely to stay elevated for longer, it makes sense to own companies that provide the network natural gas and oil use to move, regardless of commodity prices.
TC Energy has been in TradeSmith's Green Zone for nearly two years. One reason: the company generates about 98% of its comparable EBITDA from rate-regulated or long-term take-or-pay contracts. In 2025, TC Energy put $8.3 billion in new projects into service, with each project coming in significantly under budget — a dynamic that may not be fully priced into the stock, despite TRP being up more than 16% over the last 12 months.
Buying TRP requires some conviction: institutional ownership, while still net bullish over the past year, fell sharply in the last two quarters. Yet the stock has been resilient — over the three months ending March 17, TRP rose more than 18%.
Canadian National Railway: A Coast-to-Coast Freight Powerhouse
The next two Canadian picks are freight railways. First up is Canadian National Railway (NYSE: CNI). It is the only railroad in North America that connects the Atlantic, Pacific and Gulf coasts, creating a toll-booth effect for long-haul freight similar to what pipelines provide for energy.
Transportation stocks sold off twice in 2026, but Canadian railways were largely immune to the AI scare and tariff shock. That said, CNI reported roughly CAD $350 million (about $255 million) in revenue losses from tariffs and flat volumes for 2026. Even so, the company posted record grain shipments in the last two quarters.
Those results helped institutional buying shift from bearish to bullish in the fourth quarter and support management's outlook for roughly 12% earnings growth.
Analysts' price targets have edged down since the company's last earnings report, but as of March 17 the consensus target remained above $118 — implying about 16% upside. To help shareholders wait for that growth, the company recently raised its dividend by 3% and authorized buybacks of up to 24 million shares.
A Cross-Border Rail Growth Story
Canadian Pacific Kansas City (NYSE: CP) is another rail stock to consider. It is the only single-line railroad linking Canada, the United States and Mexico — an advantage as supply-chain resilience becomes central to corporate strategy.
The former Canadian Pacific merged with Kansas City Southern in 2021. Although CP stock has risen only about 6.2% over the past five years, the merger is still in its early innings and synergies continue to flow through to the bottom line.
Like Canadian National, CP faces tariff-related uncertainty. The company projects a ~C$200 million (about $146 million U.S.) headwind from tariffs over the next 12 months.
Valuation is a common concern. At roughly 25x earnings, CP trades at a premium to the rail-group average. Still, analysts forecast about 14% earnings growth over the next 12 months and the consensus price target of $92 implies roughly 14% upside.
Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
Submitted by Bridget Bennett. Published: 3/17/2026.
Key Points
- Software stocks are being repriced as investors distinguish between companies that benefit from AI and those whose products may be easier to replace.
- Kuran Francis of FinTek highlighted CrowdStrike, Zscaler and Datadog as software names he sees as better positioned in this environment.
- Francis flagged Adobe as a higher-risk case, arguing its seat-based model could face more AI-driven pressure than the market expects.
- Special Report: Elon's "Hidden" Company
Software stocks have been under pressure, but not every company in the sector should be sold off along with the group. In a recent conversation, Kuran Francis of FinTek highlighted a key shift reshaping the software landscape: investors are no longer treating AI as an automatic positive for every tech company.
That distinction matters. Some software businesses are likely to gain value as AI adoption grows, while others could face real pressure if their products become easier to replace. Francis described the current moment as one where investors must separate the software winners from the software losers.
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Add yourself to the distribution list here.As Francis explained, “the difference between the losers and the winners is only going to get bigger over time.”
In the conversation, three companies stood out as software names that may still have strong upside despite the recent downturn, while one major name landed in the category to avoid.
Why Software Stocks Are Selling Off
On what triggered the broader software weakness, Francis pointed to growing concern that new AI tools are becoming capable enough to replace parts of existing software workflows.
The problem isn't simply that AI helps companies work faster. Some tools are moving closer to doing the work directly, especially in business models built around seat-based pricing. When a company charges based on how many human users need access, AI can weaken that model if one agent can do work that once required multiple employees.
Francis said the market is beginning to understand that “AI isn’t just going to sort of lift all boats in technology.” That realization has created a more selective environment for software investors.
The takeaway: companies that directly benefit from AI demand, or that charge based on usage rather than seats, may be in a much stronger position than the market currently gives them credit for.
CrowdStrike Still Looks Built for This Environment
The first name Francis highlighted was CrowdStrike Holdings (NASDAQ: CRWD), with his case centered on cybersecurity becoming more important in an AI-driven world.
If AI makes it easier for bad actors to launch attacks, demand for advanced security tools should rise. That is one reason Francis believes CrowdStrike may be getting unfairly lumped in with weaker software names.
He noted that hackers are already using generative AI to increase the speed and scale of cyberattacks, and pointed to CrowdStrike’s research showing a rise in AI-enabled threats and zero-day vulnerabilities. That reinforces the idea that cybersecurity demand is likely to remain strong.
Equally important, CrowdStrike wasn’t built by bolting AI onto an old platform. Its system was designed around identifying suspicious patterns through machine learning long before AI became the market’s favorite buzzword, giving it a stronger moat than many traditional software providers.
Zscaler Offers Another Cybersecurity Angle
The second bullish name was Zscaler (NASDAQ: ZS), which Francis described as a different kind of cybersecurity play.
Where CrowdStrike focuses on identifying and stopping threats, Zscaler concentrates on controlling access and securing how users and systems connect. That becomes increasingly important as more work moves to the cloud and as AI agents begin interacting directly with systems.
Francis emphasized Zscaler’s role in zero-trust security, where every interaction must be authenticated rather than trusted by default. That framework could become even more valuable as businesses try to capture AI’s benefits without adding operational risk.
He also argued that Zscaler has not received the same AI halo that has lifted some other names, which may help explain why the stock has not recovered as sharply as some peers despite its close ties to the future of AI security.
Datadog May Be the Overlooked Name
The third company was Datadog (NASDAQ: DDOG), perhaps the least talked-about of the group but one Francis finds especially interesting.
Datadog helps companies organize, monitor and make use of their data across applications, infrastructure and security systems. That may not sound flashy, but in an AI economy, good data is foundational.
Francis argued that better data leads to better AI outcomes. In that sense, Datadog helps solve one of enterprise software's hardest and most important problems: making data usable.
He also highlighted a business-model advantage. Unlike companies that depend heavily on seat-based pricing, Datadog charges based on usage—so whether the customer is a human employee or an AI agent, the company still gets paid.
Francis called the stock “kind of a hidden gem,” suggesting the market may be underestimating how important its role could become as more companies build AI into their operations.
The Software Stock to Avoid
The one name Francis said investors should be cautious with right now was Adobe (NASDAQ: ADBE).
The concern isn’t that Adobe lacks strong products, but that parts of its business model may be more exposed to AI disruption than investors acknowledge. Adobe has long benefited from seat-based pricing, especially in creative software. If AI tools reduce the need for as many individual users, that pricing structure could come under pressure.
Francis said Adobe may now be sliding into turnaround territory. “If they continue as if it’s business as usual, I think the stock is going to continue dropping from here,” he said.
That does not mean Adobe has no path forward, but it does mean investors may need to be betting on a successful strategic pivot rather than on a business already fully aligned with where the market is headed.
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