- This report identifies energy and defense leaders as the best stocks to buy today following a 6% spike in crude oil prices.
- The analysis features a massive 19% surge in TopBuild stock following a $17 billion acquisition deal by QXO.
- Strategic investors are eyeing upcoming tech earnings from Microsoft and Shopify as a way to find long-term growth during this market pullback.
As of Monday, April 20, 2026, the financial landscape is defined by a shift from record-high optimism to defensive positioning. With the U.S.-Iran ceasefire officially set to expire tomorrow and oil prices surging 6% to nearly $89 per barrel, the market’s search volume is spiking for stocks that can withstand geopolitical friction.
Whether you are looking for AI growth or a hedge against energy supply chokepoints, these are the best stocks to buy today based on current analyst consensus and trending search volume.
1. BP share price leads best stocks to buy today as oil prices surge
BP p.l.c. (BP) is currently trading at 556.00 GBX, representing a 2.77% (+15.00) increase in a single session. The global energy sector is the primary beneficiary of the 6% surge in West Texas Intermediate crude, which has rebounded to $88.91 per barrel. This move is driven by escalating concerns regarding the Strait of Hormuz and the seizure of the Iranian cargo ship TOUSKA.
Energy market outlook and dividend stability
As supply constraints tighten and Brent crude eyes the $100 mark, BP’s vast upstream production and global logistics network make it a primary vehicle for investors. The company continues to offer a robust dividend yield, which becomes increasingly attractive as investors seek “safe haven” cash flows in a volatile geopolitical climate.
Analysts expect BP to see significant margin expansion if the Middle East tensions persist into the next quarter.
2. TopBuild stock reaches new heights after $17 billion deal
TopBuild Corp (NYSE: BLD) is currently trading at $489.98, up an incredible $79.70 (19.43%) today. The stock reached an afternoon high of 18.8% gains as news of a massive acquisition hit the wires. This movement has established BLD as one of the top performers in the Russell 1000 for the 2026 fiscal year.
Why TopBuild (BLD) stock is up today
Shares jumped after QXO, Inc. agreed to acquire TopBuild for approximately $17 billion in a cash-and-stock transaction. The deal values each share at $505, representing a 23.1% premium over the last closing price.
Shareholders have the option to receive either the cash payout or 20.2 shares of QXO common stock. The unanimous board approval suggests a smooth transition, though the acquirer, QXO, saw a 6% dip as the market weighed the integration risks of such a massive building services merger.
3. Microsoft stock outlook as AI earnings expectations rise
Microsoft (MSFT) is currently a top-searched ticker as it prepares to announce fiscal third-quarter earnings on April 29, 2026. While the broader megacap tech sector slid 0.6% today, Microsoft remains a “Strong Buy” for many. The stock is holding firm as investors focus on the long-term enterprise adoption of generative AI rather than short-term geopolitical noise.
Commercial demand and Morgan Stanley projections
Analysts at Morgan Stanley suggest that Microsoft may use this upcoming report to reshape investor perceptions. While there are lingering concerns regarding hardware supply issues and competitive pressures on its AI offerings, the commercial demand for Azure and Copilot remains at record levels.
The current pullback in tech is being viewed by institutional traders as a strategic entry point before the official revenue figures for AI monetization are released next week.
3. Shopify share price exhibits bullish momentum and $174B market cap
Shopify Inc. (SHOP) is trading around $134.10, showing a 2.25% increase today. The stock hit a daily high of $134.39, with a market capitalization now standing at approximately $174.88 billion.
Despite the 52-week range being quite broad ($80.35 to $182.19), the current price action suggests a recovery phase is well underway.
Surging growth estimates and E-commerce expansion support Shopify stock outlook
Shopify is successfully scaling its global commerce infrastructure, with analysts projecting earnings growth to exceed 50% this year. The platform’s ability to maintain high-growth margins while expanding its fulfillment network has made it a favorite for those seeking growth outside of the traditional “Magnificent Seven” tech stocks.
The stock’s positive momentum today indicates that investors are prioritizing Shopify’s dominance in the e-commerce sector over macroeconomic fears.
4. Will the RTX share price continue to climb after a 55% annual return?
RTX Corp (NYSE: RTX) has become a primary focal point for defense investors as the company prepares to release its first-quarter earnings on Tuesday, April 22. The stock has been an exceptional performer over the last twelve months, delivering a 55% return to shareholders. This momentum is largely driven by the urgent global need to rebuild defense inventories.
Recent data from Investing.com notes that Bernstein SocGen Group has maintained a Market Perform rating on the stock. They have set a price target of $204.00 heading into the earnings call. While some valuation models suggest the stock is trading at a premium, the fundamental demand for RTX’s hardware has never been higher.
RTX Q1 earnings expectations and the “Golden Dome” defense surge
The primary catalyst for the stock today is the massive demand for tactical missiles and missile defense equipment. These systems are essential for rebuilding inventories that were heavily drawn down during the war in Iran. Beyond domestic needs, RTX is accelerating production to meet export requirements and support the development of the U.S. “Golden Dome” defense system.
Eight analysts have recently revised their earnings estimates upward for this period. This collective shift in sentiment suggests that the market expects a strong revenue beat despite current supply chain pressures. If the company confirms accelerated production timelines during the April 22 call, it could provide the necessary fuel to push the stock toward the $204 target.
5. Why Flowco Holdings (FLOC) stock is attracting “Strong Buy” ratings
Flowco Holdings (FLOC) is currently trading at $23.29, showing a minor intraday slide of 1.61%. Despite this slight pullback from the previous close of $23.67, the stock remains a high-conviction play for 2026. This mid-cap energy specialist has outperformed the broader market significantly, gaining over 9% in the last month while the S&P 500 faced volatility.
The company is carving out a niche as an “essential monopoly” in the production optimization space. By providing critical artificial lift and methane abatement technologies, Flowco ensures that oil and gas wells remain productive even as reservoir pressure declines. In a market where every barrel is becoming more valuable due to geopolitical constraints, these services are non-discretionary for major operators.
FLOC earnings outlook
Investors are betting on Flowco’s ability to convert its $900 million revenue trajectory into stronger net income following its strategic acquisition of Valiant Artificial Lift Solutions earlier this year. With first-quarter results scheduled for release on May 6, 2026, the market is positioning for a potential beat driven by increased asset utilization and higher demand for its vapor recovery rental fleets.
6. Avis Budget Group stock surges as airport disruptions boost rental car demand
While energy is the obvious play, Avis Budget Group (NASDAQ: CAR) added 7.2% on Monday. The stock has roughly quadrupled in recent weeks as TSA staffing disruptions at U.S. airports continue to funnel frustrated travelers into rental cars.
This is a classic example of a second-order effect where the real money is made in overlooked corners of the market. While Avis is not a direct recommendation at these extreme levels, it serves as a reminder to look for value in the logistical dysfunction caused by the current travel climate.
Final thoughts: Navigating market volatility without losing perspective
The market action on Monday, April 20, 2026, serves as a vital reminder that while headlines drive short-term price action, fundamentals drive long-term wealth. The S&P 500 easing 0.4% from record highs is not a collapse; it is a logical pause as investors digest a rapidly shifting geopolitical landscape.
For those identifying the best stocks to buy today, the objective is to distinguish between a temporary “spike” and a structural shift. The 6% surge in oil is a credible response to the expiration of the U.S.-Iran ceasefire, and it demands portfolio attention. However, chasing every double-digit gainer can lead to capturing risk rather than profit.