5 Stocks To Avoid As Interest Rates Rise This Fall

TL;DR

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Kiplinger’s report identifies Boeing, Carnival, Crown Castle and Lucid Group as stocks it sees as vulnerable if interest rates rise, citing debt, financing needs and business challenges. The supplied source ends before the fifth company and does not provide a complete, independently verified list or current rate outlook.

Kiplinger’s analysis names Boeing, Carnival, Crown Castle and Lucid Group as stocks that could face added pressure if interest rates rise, pointing to debt, refinancing needs and business challenges. The supplied report excerpt says there are five companies on the list but cuts off during its Lucid Group discussion, so the fifth stock and the full analysis cannot be confirmed from the material provided.

The report argues that higher borrowing costs can weigh on companies that rely on debt, need to refinance obligations or generate limited cash relative to their financial commitments. It also notes that the 10-year Treasury yield had reached its highest level in more than two decades, while warning that future rate increases were not guaranteed. The excerpt does not identify the date or year of the September Federal Reserve meeting it references, limiting the ability to place its rate discussion on a current timeline.

For Boeing, Kiplinger cites roughly $26 billion in debt, losses during the fiscal year discussed and delays in stabilizing production of the 737 MAX and increasing 787 Dreamliner output. The report says CEO comments in September acknowledged the production difficulties. It also describes Carnival as carrying about $25 billion in debt, with maturities of roughly $2.5 billion in 2027 and $4 billion in 2028, according to SEC filings, alongside rising operating costs in 2026.

The other profiles in the provided material are Crown Castle and Lucid Group. Kiplinger says Crown Castle had about $30 billion in debt and forecast lower 2026 site-rental revenue as it shifted its business toward wireless towers; it also points to a series of finance-leadership changes. The excerpt characterizes Lucid as a high-risk electric-vehicle maker working to expand its business, but breaks off before giving the rest of its argument or any supporting figures.

How Higher Rates Could Pressure These Firms

The list matters because interest-rate exposure can affect companies through several channels, not only the cost of new borrowing. A company with substantial debt may pay more when it refinances, while customers who also face higher financing costs may delay purchases. For businesses with large capital needs, more expensive funding can narrow the cash available for operations and investment.

The examples in the report differ. Boeing’s cited risks involve debt and an operational recovery; Carnival’s include debt maturities, operating costs and customers’ ability to pay for cruises; Crown Castle’s depend partly on leasing demand and its restructuring. Those factors could make borrowing costs more consequential, but the report’s framing is an investment assessment, not proof that any company’s shares will fall or that higher rates alone will determine its performance.

For readers, the key distinction is between a company’s financial exposure and a prediction about its stock. The excerpt offers reasons Kiplinger considers the named firms vulnerable; it does not provide a full valuation analysis, quantified rate scenarios or evidence that the same conclusion applies under every market condition. Stocks can lose value, and interest rates are only one of many factors affecting returns.

The Rate Backdrop in the Report

Kiplinger frames its analysis around a Federal Reserve rate increase after a September meeting, described as the first increase in three years, and persistent inflation concerns. It says higher rates could disrupt stock and bond markets, while also cautioning long-term investors against abandoning the market solely because of short-term uncertainty. The report presents this as the backdrop for reviewing companies with borrowing or cash-flow pressures.

The report’s data date is given only as October 21, without a year in the supplied excerpt. Several statements refer to 2026, and the article mentions a September rate decision, but the material does not establish when the report was published or whether those figures remain current. The stated market values and share-price movements should therefore be treated as figures from the report’s own reference point, not as live data.

Its company-level case is based on a mix of reported debt, company forecasts and the author’s assessment of business risks. For example, the Carnival maturities are attributed to SEC filings, while Crown Castle’s revenue outlook is described as a company forecast. Readers should keep those sourced details separate from the report’s broader judgment that the stocks may be vulnerable.

“Although higher rates aren’t guaranteed, the 10-year Treasury yield has already hit its highest level in more than two decades.”

— Kiplinger

Missing Fifth Stock and Current Data

The supplied source cuts off during the Lucid Group profile. It does not show the fifth company, the remainder of Lucid’s analysis, or any conclusion that may have followed. The article’s title promises five stocks, but only four profiles are present in the material available here.

The excerpt also omits a year for its October 21 data point and does not provide current Federal Reserve guidance, updated company balance sheets or a full explanation of the rate assumptions. It is unclear whether the figures and descriptions remain accurate today. The claim that rates may rise is presented as a possibility, not a confirmed forecast, and no specific future rate path is established.

What Investors Can Verify Next

To complete the list, readers would need the full Kiplinger report, including the missing fifth company and the remainder of the Lucid section. To evaluate whether its conclusions still apply, they would also need current company filings, debt-maturity schedules, earnings guidance and Federal Reserve statements. Those records can show whether debt, operating costs or revenue forecasts have changed since the report’s stated data date.

Any later assessment should distinguish company disclosures from the article’s interpretation and account for the fact that interest rates, market prices and corporate conditions can change. The excerpt does not identify a scheduled follow-up or a next milestone in the analysis.

Key Questions

Which stocks are identified in the supplied report excerpt?

The excerpt names Boeing, Carnival, Crown Castle and Lucid Group. It says the full list contains five stocks, but the source text ends before the fifth company is identified.

Why does Kiplinger consider these companies exposed to higher rates?

The report points to combinations of debt, refinancing needs, capital requirements and business pressures. It also says higher rates could affect customers’ spending or financing, depending on the company.

Does the report confirm that interest rates will rise?

No. The excerpt says higher rates are possible and explicitly notes that they are not guaranteed. It does not establish a future Federal Reserve decision or rate path.

Are the figures in the excerpt current?

The report gives a data date of October 21 but does not specify the year in the supplied material. Its figures should not be treated as current without checking newer company filings and market data.

Does the list mean these stocks will decline?

No. It presents Kiplinger’s assessment of possible interest-rate vulnerabilities, not a guarantee of share-price performance. Stock prices can rise or fall, and investors can lose money.

Source: rss