Cerebras Systems Inc. (NASDAQ: CBRS)
Cathie Wood has added 89,000 shares of CBRS to the to her ARKK Innovation fund on June 25, 2026, which brings the total share to just over 23% of her portfolio.
Cerebras is currently down 30% in the past month and we have it slated to fall another 45% over the next year with a Strong Sell rating. In contrast, analysts on average have rated it a Strong Buy with a +77% one year upside.
Robinhood Markets, Inc. (NASDAQ: HOOD)
Around 25,000 shares of Robinhood stock were also added to the ARKK fund, bringing the total share of HOOD up to 5%.
Robinhood has seen a recent rebound after being down over 50% from its previous high and currently has a decent PEG ratio of 1.1. We have HOOD rated a Strong Buy with a +26% one year forecast, and analysts on average are a Buy with a +32% upside.
Palantir Technologies Inc. (NASDAQ: PLTR)
22,000 shares of Palantir were added which now accounts for 4% of the portfolio, a stock that has seen a dip of 37% year to date.
We have PLTR rated a Buy with an 8% one year projection, and analysts have it rated a Buy as well but with a much larger +36% forecast.
Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX)
565,000 shares of Recursion were scooped up, now representing 3% of the portfolio. Recursion currently has a staggering 26 price to sales ratio but does have a forecasted revenue growth rate of 31% year over year.
Our rating for RXRX is a Strong Buy with a +53% one year upside, and analysts have it rated a Buy with a forecasted +132% one year return.
Coinbase Global, Inc. (NASDAQ: COIN)
Cathie Wood has also bought an additional 6,500 shares of Coinbase which continues to occupy 1% of the ARKK Innovation fund.
Coinbase has a high valuation at a 59 PE ratio but more than makes up for it with forward EPS growth estimates of +124%; giving COIN an incredible PEG ratio of just 0.5. We have COIN rated a Strong Buy with a +97% one year upside, and analysts have it at as a Buy with a +70% upside.
X-Energy, Inc. (NASDAQ: XE)
Around 26,000 shares of X-Energy were added as well, bringing the current portfolio weighting to just 0.7%. XE stock has a price to sales of 44 but it does have the revenue growth to match with a +43% increase projected over the next year.
Our rating for XE stock is a Sell with a -4% downside for the next year, but analysts are considerably more bullish with a Buy rating and a +59% forecast on average.
Circle Internet Group, Inc. (NYSE: CRCL)
Cathie Wood has also added around 6,800 shares of CRCL today, keeping the total weight to 0.7%. It currently represents decent value at a 5 price to sales and +21% forecasted revenue growth.
As such we have rated it a Strong Buy with a +24% one year projection, and analysts have it at a Buy with a +44% estimate over that time.
Bullish (NYSE: BLSH)
6,700 shares of BLSH were added to the ARKK portfolio as well, now making up just 0.2% of the portfolio. Bullish is now down around 67% over the past year but it does have a revenue growth estimate of 18% over the next 12 months.
We have BLSH rated a Buy with a +9% estimate for the next year, and analysts on average are a Buy as well with a +77% one year upside.
Topics: Cathie wood stocks to buy now, Cathie Wood portfolio update
