LULU
Lululemon Athletica
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Frequently named as a deletion candidate: a sliding market cap puts it near the bottom of the ranking table used at the annual reconstitution.
December 2026 reconstitution
Source: Investor's Business DailyNasdaq-100 inclusion rumors
Who might join — or leave — the Nasdaq-100 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.
Likely candidates
SPACE
SpaceX (pre-IPO)
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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.
If/when it goes public
Source: ETF Database, Jun 22 2026WMT
Walmart
Confirmed
This one played out — WMT has officially joined the index.
MSTR
Strategy
Confirmed
This one played out — MSTR has officially joined the index.
In the press
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: 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 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