Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

By Rick Munarriz – Feb 18, 2026 at 1:12PM ESTKey PointsCathie Wood added to her stakes in AMD, Broadcom, and Coinbase on Tuesday.AMD should continue to grow its revenue by at least 30% for the next couple of years.Broadcom's revenue growth is poised to more than double this fiscal year. These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: AMDAdvanced Micro DevicesMarket Cap$331BToday's Changeangle-down(-0.77%) $1.55Current Price$201.53Price as of February 18, 2026 at 1:49 PM ETThe money manager bought into three popular stocks trading 20% to 63% off their recent highs.It's been a rough start in 2026 for Ark Invest co-founder, CEO, and Chief Investment Officer Cathie Wood. The largest exchange-traded fund at her company is trading 10% lower year to date. The fund's market-thumping performance in 2025 is now up a mere 5% over the past year. She's not changing her investing style. She keeps adding to some of her favorite stocks when they are sliding. Ark bought shares of Advanced Micro Devices (AMD 0.77%), Broadcom (AVGO +0.66%), and Coinbase Global (COIN +0.31%) on Tuesday, adding to existing positions. Let's take a closer look at Wood's latest purchases. Image source: Getty Images. 1.

Advanced Micro Devices AMD stock has fallen 24% since its peak last month. The lion's share of that slide took place earlier this month, when the stock dropped 17% in a single day after the company posted disappointing financial results. The quarter itself was fine. Revenue rose 34% to $10.3 billion for the maker of central processing units (CPUs), graphics processing units (GPUs), and other microprocessors, exceeding expectations. A 39% increase in data center revenue and a 37% surge in its client and gaming business helped pave the way for its fourth consecutive quarter of top-line growth above 30%. ExpandNASDAQ: AMDAdvanced Micro DevicesToday's Change(-0.77%) $-1.55Current Price$201.53Key Data PointsMarket Cap$331BDay's Range$195.10 - $203.2152wk Range$76.48 - $267.08Volume1MAvg Vol37MGross Margin45.99% With AMD's operating margin widening, it's not a surprise to see profitability more than tripling in the fourth quarter. It was a beat on both ends of the income statement, but guidance is where the bull case failed to resonate with the market, which is enamored with AMD as an artificial intelligence (AI) play. The midpoint of its revenue guidance for the current quarter is below analysts' first-quarter models. Adding insult to injury, even the $10.1 billion high end of its revenue range would be a sequential dip from the $10.3 billion it delivered in the fourth quarter. I respect Wood's thinking here. Strip away the noise, and AMD is still expected to deliver another period of at least 30% revenue growth at the midpoint of its guidance. Analysts see AMD's top line climbing 34% for all of this year, accelerating to 39% in 2027. Buying AMD for 19 times next year's profit targets seems like a good deal, and it will get even better if the tariffs and Chinese trade restrictions ease by then. ExpandNASDAQ: AVGOBroadcomToday's Change(0.66%) $2.19Current Price$334.73Key Data PointsMarket Cap$1.6TDay's Range$327.29 - $337.8752wk Range$138.10 - $414.61Volume366KAvg Vol32MGross Margin64.71%Dividend Yield0.73% 2. Broadcom Broadcom stock has retreated 20% since its December high. Long-term investors aren't complaining. The provider of semiconductor and tech infrastructure solutions has been a six-bagger over the past five years. It's become a popular pick-and-shovel play in the AI boom, given the pop in its AI semiconductor revenue. Broadcom has earned the upticks. It did see its revenue growth cut nearly in half in fiscal 2025, going from 44% a year earlier to 24% this time around. However, analysts expect revenue to increase by 52% this fiscal year. Capital appreciation is the story here, but even growth investors can appreciate a quarterly dividend that has been hiked for 15 consecutive years. Like AMD, Broadcom is priced at a forward earnings discount to its growth. The stock is fetching 32 times earnings for this fiscal year, which ends in November, and a compelling 23 times next year's forecast. ExpandNASDAQ: COINCoinbase GlobalToday's Change(0.31%) $0.52Current Price$166.54Key Data PointsMarket Cap$44BDay's Range$164.96 - $173.8952wk Range$139.36 - $444.64Volume370KAvg Vol10MGross Margin79.57% 3. Coinbase Coinbase has had the steepest drop of the three stocks. Shares of the online trading platform for digital currencies have plummeted 63% since peaking last summer. The global market's appetite for crypto has cooled substantially lately. As the leading hub for that form of currency trading -- housing 12% of the world's cryptocurrency assets -- it's going to get pinched when apathy is the seasonal flavor. Last week's financial update didn't provide much comfort. Total revenue, transaction revenue, and subscription and services revenue checked in with sequential declines of 5%, 6%, and 3%, respectively. Making matters worse, operating expenses inched higher. Barring a surge in the second half of the current quarter, things are looking even worse in early 2026. Coinbase's early guidance for subscription and services revenue -- the only segment it provides guidance for -- is expected to decline 18% sequentially at the midpoint of its range.Read NextFeb 16, 2026 •By Manali Pradhan, CFA3 Things Every AMD Investor Needs to KnowFeb 14, 2026 •By Keithen DruryIs AMD Stock a Buy, Sell, or Hold in 2026?Feb 12, 2026 •By Keithen DruryAMD Just Announced a Huge Turnaround. Is It a Buy?Feb 12, 2026 •By Harsh ChauhanA Once-in-a-Decade Investment Opportunity: The Best Artificial Intelligence (AI) Stock to Buy in February 2026Feb 10, 2026 •By Robert IzquierdoBetter Artificial Intelligence Stock: AMD vs. AlphabetFeb 10, 2026 •By Will HealyPrediction: This Artificial Intelligence (AI) Stock Will Recover Faster Than ExpectedAbout the AuthorRick Munarriz is a contributing Motley Fool stock analyst and long-time contributor to the company’s free offerings and premium investing services, including Rule Breakers and Supernova. He has analyzed stocks across media and entertainment, retail and restaurants, and emerging technologies for The Motley Fool for 30 years. Rick holds an MBA from the University of Miami, once traveled the country with his band Paris By Air, and on weekends he can be seen on stage at Just The Funny theater in Miami as an improv comedy performer and co-owner. He is a regular guest on CNBC, Fox Business, BBC, and NPR for his expert stock analysis. He lives with his family in Miami and Celebration, Florida.TMFBreakerRickX@marketStocks MentionedAdvanced Micro DevicesNASDAQ: AMD$201.53 (0.77%) $1.55BroadcomNASDAQ: AVGO$334.73 (+0.66%) $+2.19Coinbase GlobalNASDAQ: COIN$166.54 (+0.31%) $+0.52*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.