Who might join — or leave — the All indexes next? A curated read of analyst calls and press speculation, last reviewed Aug 29, 2026. Entries are checked daily against official index announcements.
Nothing on this page is confirmed until the index provider announces it. Every entry below is third-party speculation with its source attached, and it is not investment advice.
SOFI
SoFi Technologies
Now meets S&P's profitability and market-cap bar after being passed over in the June rebalance — analysts see the September quarterly rebalance as the next realistic window.
S&P 500 · September 2026 rebalance
Source: Motley Fool via The Globe and Mail, Jun 29 2026SPACE
SpaceX (pre-IPO)
Still private — but if it lists, Nasdaq's new 'Fast Entry' rule (effective May 1 2026) lets a mega-cap IPO join the Nasdaq-100 within weeks instead of waiting for the December reconstitution.
Nasdaq-100 · If/when it goes public
Source: ETF Database, Jun 22 2026LULU
Lululemon Athletica
Frequently named as a deletion candidate: a sliding market cap puts it near the bottom of the ranking table used at the annual reconstitution.
Nasdaq-100 · December 2026 reconstitution
Source: Investor's Business DailyWMT
Walmart
This one played out — WMT has officially joined the index.
Nasdaq-100 · See post-inclusion performance
CRH
CRH plc
This one played out — CRH has officially joined the index.
S&P 500 · See post-inclusion performance
MSTR
Strategy
This one played out — MSTR has officially joined the index.
Nasdaq-100 · See post-inclusion performance
Live Markets: Who's next for the S&P 500? The clock is ticking
Reuters rounds up the names traders are positioning in as the next S&P DJI announcement window approaches.
Reuters via Stockopedia · Jul 31, 2026 · S&P 500
These two stocks could soon be added to the S&P 500, says KBW
KBW's index desk flags two names it believes are closest to clearing the S&P 500 eligibility bar ahead of the September rebalance.
CNBC · Jul 13, 2026 · S&P 500
SoFi Has Quietly Met the Bar for S&P 500 Inclusion
Argues SoFi now satisfies the index's profitability and size criteria after missing the June reshuffle, and sizes up what inclusion flows could mean for the stock.
Motley Fool via The Globe and Mail · Jun 29, 2026 · S&P 500
Nasdaq 100 Rebalances While SpaceX Looms
Covers the June QQQ rebalance and how the new fast-entry rule sets the stage for a potential SpaceX index debut.
ETF Database · Jun 22, 2026 · Nasdaq-100
Nasdaq 100: Who's In And Who's Out Of QQQ — Walmart, Strategy, Lululemon?
IBD's running scorecard of the names most debated ahead of the Nasdaq-100's annual December reconstitution.
Investor's Business Daily · Jun 1, 2026 · Nasdaq-100
Nasdaq Overhauls Index Rules to Capture Mega-Cap IPOs: The Era of 'Fast Entry'
Nasdaq finalized its biggest Nasdaq-100 methodology change in a decade, shortening the wait for giant new listings to enter the index.
MarketMinute · Mar 30, 2026 · Nasdaq-100