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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuDemocrats swept in the U.S. midterm elections this week, and that could be a boon for several groups of stocks, according to Wall Street analysts. On Tuesday, Democrats flipped seven Senate and more than 40 House seats, giving the left-leaning party majority representation in Congress. That means Democrats will have greater say over legislative priorities on Capitol Hill — a power that has big implications for companies and their stocks. Stocks were volatile in the trading sessions following Election Day. The S & P 500 finished the week down 2.7%. Tech stocks got hit particularly hard, with the Nasdaq Composite falling 3.4% during the same period. The 30-stock Dow Jones Industrial Average fared better, only sliding 0.9% during the week. However, Wall Street has identified some potential winners amid the churn. A blue tsunami could bolster U.S. solar, airline and healthcare stocks, among others, several analysts said in notes to clients. Here are a few stocks they highlighted. Drone-related stocks With more Democrats soon to be in power, drone makers and drone battery manufacturers are likely to see their shares trade higher, according to William Blair. The investment firm noted that Democrats have stated their intention to lend more support to Ukraine in its war against Russia, which could lead to more money flowing to companies that make drones and the parts that power them. AMPX 3M mountain Amprius Technologies stock over the past three months One such firm that stands to benefit is drone battery manufacturer, Amprius Technologies , per William Blair. Roughly 50% of the company’s revenue has been directly tied to Ukraine or to allies supporting the effort in 2026, according to the investment firm. “We view Amprius as a midterm winner as the ‘blue wave’ brings more support for Ukraine, a large driver of Amprius’s demand,” analyst Mark Shooter said Friday. “The midterm outcome could reverse the U.S. position from decreasing to increasing Ukraine funding, de-risk demand from this conflict, and offer expansion to Amprius revenues in 2027.” Shooter has an outperform rating on Amprius. The stock has pulled back more than 22% over the past three months, but added 1.5% this week. Clean energy stocks Renewable energy firms, which generate energy via solar, wind or hydro power, could get a boost following the midterm elections, according to several industry analysts. “Some smaller policy tailwinds are possible: Congress is still considering a permitting reform bill … [which has been] flagged as benefiting clean energy and geothermal,” Wolfe Research analyst Tobin Marcus said Thursday. “And some incoming governors are proposing renewable mandates for data center power.” FSLR 3M mountain First Solar performance over the past three months One stock that stands out is First Solar , according to William Blair. “Democrats swept the midterms, winning both chambers of Congress and flipping five governorships in Texas, Georgia, Ohio, Iowa and Nevada, as of the time of writing,” analyst Jed Dorsheimer wrote in a Thursday note to clients. “Ultimately, we believe this will unlock support at a local level for more utility-scale solar procurement and siting.” The Bipartisan American Affordability and Jobs Act , which aims to expedite federal permit issuances to solar projects and expand grid development, is likely to become law with Democrats in power, the analyst added. Dorsheimer upgraded First Solar to outperform from market perform. Shares of the solar panel maker were up 15% over the past week, though the stock is down 23% so far in 2026. Healthcare Healthcare stocks are also poised to benefit from Democrats’ congressional gains. Making medical care accessible is a major aim of the political party’s agenda, which bodes well for some healthcare stocks, according to Wolfe Research. “Presumptive Speaker Jeffries has explicitly indicated that [lawmakers’] ‘first 100 hours’ agenda will include fully repealing the Medicaid cuts … and restoring the expanded [Affordable Care Act] premium tax credits that expired at the end of 2025,” Wolfe’s Marcus wrote Thursday. “So it makes perfect sense for investors to be focused on healthcare after the blue wave.” The analyst noted that the potential tailwinds could be greatest for hospitals, although it could take “quite a while” for those to materialize. Shares of hospital operators HCA Healthcare and Universal Health Services have popped 4.6% and 11.1%, respectively, since the beginning of this week. More broadly, healthcare stocks have surged as of late. The Vanguard Health Care Index Fund ETF (VHT) has climbed more than 10% over the past three months as investors have rotated out of technology stocks and embraced more defensive plays due to credit risks tied to the ongoing artificial intelligence buildout. Airline stocks Airline stocks could rally following a big blue sweep this election season, according to Citigroup. “Investors … may be missing the effect that a dramatic increase in consumer sentiment among Democrats in the wake of the midterms could have on consumer discretionary demand, such as air travel,” Citigroup analyst John Godyn said Wednesday in a note to clients. “As long as Republican consumer sentiment does not collapse 1:1 with any improvement in Democrat consumer sentiment (and implicitly assuming that Democrats and Republicans travel roughly a similar amount per capita), one could argue that the midterms may give airlines a boost in demand.” The U.S. Global Jets ETF (JETS) , which invests in U.S. and international airlines, has risen about 2% since Election Day. Delta Air Lines and United Airlines led gains among airlines this past week, jumping 8.8% and 8.2%, respectively. Specialty REITs A few specialty Real Estate Investment Trusts are likely to rally, according to Barclays. “Voters largely favored candidates and ballot measures that oppose data center development … [which] could slow the pace of industry-wide construction,” analyst Brendan Lynch said Wednesday in a note to clients. “We view our coverage as net beneficiaries from the pricing power that limitations on construction will create.” Lynch pointed to Equinix , Iron Mountain and Digital Realty Trust as three potential beneficiaries of that shift. “Our sense is that EQIX and IRM’s pipelines are essentially fully approved, and DLR faces only limited permitting risk for projects that would commence years from now,” the analyst wrote. Those three REITs have fallen between 4% and 13% over the past three months, largely due to rising interest rates that have diminished the appeal of some dividends and lowered property valuations. However, the pullback offers a good opportunity to scoop up shares, according to Barclays.Read More