Hello – Today, we’re inviting you to take a free look at MarketBeat’s proprietary, up-to-the-minute list of 20 stocks that Wall Street’s top-rated analysts hate. These aren’t mild downgrades or lukewarm opinions.
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Founder & CEO, MarketBeat
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Special Report S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexSubmitted by Leo Miller. Publication Date: 3/26/2026. 
Key Points - Four are stocks in, and four stocks are out; the S&P 500 just got reshuffled.
- Three top AI stocks, LITE, COHR, and VRT, are among the names entering.
- Meanwhile, a name that has been working closely with Elon Musk's SpaceX is also entering the index.
- Special Report: Elon's "Hidden" Company
The S&P 500 has completed its latest quarterly rebalancing, with four new stocks entering the index and four exiting. Given the current market environment, it is unsurprising that three of the index's additions are companies closely tied to the artificial intelligence (AI) data center buildout. Below we walk through the names that were removed and the notable companies that are joining the index. These changes became effective before the market open on March 23. MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In Your electric bill is up 42% since 2019, and utilities requested $31 billion in rate hikes last year alone. The culprit: AI data centers consuming power at a scale the grid was never designed to handle. The last time a bottleneck like this formed, three overlooked infrastructure stocks surged 1,700%, 1,900%, and 900% before Wall Street caught on. One analyst has identified the next candidate - earlier in the cycle, smaller, and positioned at a chokepoint that even the largest players cannot build around. See the one infrastructure stock Wall Street is about to chase Below are the four stocks that the S&P 500 has removed: All of these names have fallen roughly 60% or more from their all-time highs, placing their market capitalizations near or below $7 billion. S&P Dow Jones Indices notes that to be eligible for addition to the S&P 500, a company must have a market capitalization of $22.7 billion or more. While that threshold is not a strict requirement for continued membership, companies trading well below it are typically candidates for removal. Even after these four removals, many constituents remaining in the index have market caps below $22.7 billion. To avoid large, abrupt turnovers, S&P Dow Jones Indices typically limits rebalancings to only a handful of additions and deletions each quarter. Outside of the three AI-related names, the S&P 500 has added EchoStar (NASDAQ: SATS). The company, which owns Dish TV and valuable spectrum assets, has seen its stock price rise roughly 300% over the past 52 weeks as it has sold spectrum licenses—primarily to Elon Musk's SpaceX. Owning spectrum licenses gives a company the right to transmit over certain radio frequencies, which is essential for telecommunications. As part of the deal with SpaceX, SpaceX now owns approximately 2.8% of EchoStar. That ownership stake has led some investors to view EchoStar as a way to gain indirect exposure to Musk's private space company. LITE & COHR: Optics Giants Enter the S&P After Massive Gains AI-adjacent optics companies Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after extraordinary recent runs. Lumentum is up nearly 1,000% over the past 52 weeks, while Coherent is up more than 250%. Both have benefited from a key shift in data center networking. Networking equipment connects different data-center components so they can communicate. Historically, and still commonly today, networking links use copper cabling to carry electrical signals. But as data centers process ever-larger volumes of information, there is a growing move toward optical networking. Optical equipment transmits information with light, enabling higher speeds and reducing heat generation. It is currently more expensive than copper and perceived by some as less mature, so operators tend to delay the switch where possible. Over time, however, adoption of optical technology looks likely to accelerate, putting leaders such as Lumentum and Coherent in strong positions. Notably, NVIDIA (NASDAQ: NVDA) recently committed $2 billion to Lumentum and to Coherent to support R&D and manufacturing-capacity investments. Those agreements underscore the role NVIDIA expects optical networking to play in next-generation data-center architectures. VRT: The "Coolest" Addition to the S&P 500 Vertiv (NYSE: VRT) will also join the S&P 500 after a gain of more than 180% over the past 52 weeks. The company is a leader in thermal-management and cooling solutions for data centers. As data centers grow more powerful and energy-dense, they produce more heat, increasing demand for efficient cooling—particularly liquid-cooling systems like those Vertiv offers. Liquid cooling transfers heat more effectively than many air-cooled alternatives. In 2025, Vertiv's total revenue grew nearly 28%, the company's fastest annual growth rate since going public. The future sales outlook remains strong: Vertiv reported a 2.9x book-to-bill ratio last quarter and finished the year with a backlog of about $15 billion—roughly 1.5 times 2025 revenue. The company also reported free-cash-flow growth of 64%, with free cash flow rising to approximately $1.9 billion for the year. SATS, LITE, COHR, VRT: The S&P 500's New Kids on the Block SATS, LITE, COHR and VRT have reached a significant milestone by being added to the S&P 500. Inclusion reflects their increased scale and importance, but it does not guarantee future performance will mirror past gains. Investors should consider that while these companies are now among the index's larger constituents, their stocks may still be volatile going forward. | 
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