Analysts: Five Stock Groups Could Rally After Democrats' Midterm Sweep

According to CNBC, Democrats swept the U.S. midterm elections this week, flipping seven Senate seats and more than 40 House seats, and analysts identified five stock groups that could benefit: drone-related, clean-energy, health care, airline and specialty real estate investment trust (REIT) stocks. William Blair said greater U.S. support for Ukraine could benefit drone makers and battery suppliers. The firm estimated that about 50% of Amprius Technologies' revenue was directly tied to Ukraine or its supporting allies in 2026. Analyst Mark Shooter said increased Ukraine funding could support demand and revenue growth in 2027; he has an outperform rating on the stock. William Blair upgraded First Solar to outperform from market perform. Analyst Jed Dorsheimer said Democratic gains could increase local support for utility-scale solar procurement and siting. First Solar shares rose 15% over the past week but are down 23% so far in 2026. Wolfe Research said Democrats' stated agenda to reverse Medicaid cuts and restore expanded Affordable Care Act premium tax credits that expired at the end of 2025 could benefit health care providers, particularly hospitals. HCA Healthcare and Universal Health Services shares have risen 4.6% and 11.1%, respectively, since the beginning of this week. Citigroup analyst John Godyn said improved consumer sentiment among Democrats could support air travel demand. The U.S. Global Jets ETF has risen about 2% since Election Day, while Delta Air Lines and United Airlines gained 8.8% and 8.2%, respectively, this past week. Barclays identified Equinix, Iron Mountain and Digital Realty Trust as potential beneficiaries if opposition to data-center development limits new construction and supports pricing power. The three REITs have fallen between 4% and 13% over the past three months.