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Explore Capital.com analysts' views on the US midterm elections 2026 and what the results could mean for stocks, currencies, bonds and commodities.

The 2026 US midterm elections are becoming an increasingly important consideration for financial markets.

Markets dislike uncertainty and volatility tends to rise ahead of the vote, but once the results are known, indices may be able to set a clearer direction.

BAE Systems is a UK defence and aerospace group listed in London. In August 2026, it secured a $149.8m US Navy award for work on the USS Boxer. Explore third-party BA. price targets and technical analysis. Past performance is not a reliable indicator of future results.

Advanced Micro Devices is a US semiconductor company. On 8 September 2026, AMD outlined a larger AI infrastructure opportunity at an investor presentation. Explore third-party AMD price targets and technical analysis. Past performance is not a reliable indicator of future results.

Siemens Energy is preparing to separate its Transformation of Industry division as Omterra. It plans to retain a minority stake while seeking external investment. Explore third-party ENR price targets and technical analysis. Past performance is not a reliable indicator of future results.

TAURON is a Polish energy group. In the first half of 2026, revenue was broadly flat, while EBITDA and net profit fell amid higher CO2 allowance costs and coal consumption. Explore third-party analyst targets and technicals. Past performance is not a reliable indicator of future results.

TIM is an Italian telecommunications group. Poste Italiane secured roughly 66.6% of its share capital by the close of its main tender and exchange offer period. Explore third-party TIT price targets and technical analysis. Past performance is not a reliable indicator of future results.

Puma is a German sportswear company. Chinese regulators have cleared Anta Sports’ proposed acquisition of an approximately 29% stake, with completion expected before the end of 2026. Explore third-party PUM price targets. Past performance is not a reliable indicator of future results.

Dino Polska is a Polish grocery retailer. In H1 2026, revenue rose 12.5% year on year to 18.0bn PLN, while like-for-like sales growth slowed to 2.2%. Explore third-party DNP price targets and technical analysis. Past performance is not a reliable indicator of future results.