Mass-scaling of the Blackwell and Vera Rubin AI architectures in H2 2026, driving a new leg of data center revenue growth.
H2 2026 is the critical period for the ramp-up of the Blackwell GPU platform and...
Strong Buy; Average price target ~$309.33 (approx. 53% upside) tipranks.com
Analysts remain overwhelmingly bullish as of July 2026, with 36 out of 37 rating...
Nvidia continues to beat expectations, reporting record revenue of $81.6 billion...
Massive AI infrastructure expansion funded by a historic $80 billion equity raise (including Berkshire Hathaway) and inclusion in the Dow Jones Industrial Average.
The company's inclusion in the Dow Jones Industrial Average on June 29, 2026, an...
Strong Buy / Buy consensus; average price target ~$376-411, representing ~6-15% upside potential from mid-2026 levels.
As of early July 2026, Alphabet holds a consensus 'Buy' rating from 37 analysts,...
Alphabet's score of 88 reflects exceptional operational execution, evidenced by ...
Explosive AI-driven growth in Google Cloud (+63%) and Google Search (+19%) monetization, alongside the launch of multimodal AI agents s206.q4cdn.com.
Q1 2026 results showed massive acceleration in Cloud and AI Services, with net i...
Buy (33 Buy/Strong Buy, 4 Hold), Average Price Target: $376.19 (~5.6% upside) marketbeat.com
As of July 3, 2026, Alphabet (GOOG) maintains a strong 'Buy' consensus from 37 a...
The score of 84 is justified by high double-digit earnings growth (EPS +82%) and...
Hyper-growth in AI revenue (123% YoY) and strong Azure momentum (40% growth), combined with a massive 99% increase in commercial remaining performance obligations (RPO) microsoft.com.
Data from the Q3 FY2026 earnings release shows Microsoft Cloud revenue reached $...
Moderate Buy (Average Price Target: $560.86, ~51% Upside) marketbeat.com
Based on 47 analysts (41 Buy, 6 Hold) with a consensus price target of $560.86 a...
Microsoft's stock has faced pressure in H1 2026, dropping roughly 15-20% YTD, wh...
Accelerating AWS growth (reaching 28-30%+) driven by a $200B customer backlog and a $15B AI revenue run rate finance.yahoo.com
The re-acceleration of AWS is the primary driver, complemented by aggressive AI ...
Strong Buy; average price target ~$313 (approx. 29% upside from $242.67) finance.yahoo.com
Consensus remains overwhelmingly bullish with 44 Buy ratings versus 1 Hold. Targ...
Amazon is positioned for a strong H2 2026 due to blowout Q1 earnings ($2.78 EPS ...
AI networking and custom chip (XPU) leadership coupled with accelerating VMware synergies.
Broadcom is seeing massive revenue growth (48% YoY in Q2 2026) driven by AI infr...
Moderate Buy; Average Price Target ~$493.24 (~36% upside)
Analyst consensus is 'Moderate Buy' based on 33 ratings (30 Buy, 3 Hold) with an...
Broadcom is scored an 84 due to its exceptionally high upside potential (~36%) a...
Aggressive AI infrastructure investment and the launch of "Meta Superintelligence" models are driving high growth expectations despite increased capital expenditures investor.atmeta.com.
Meta has significantly increased its FY 2026 capital expenditure guidance to $12...
Moderate Buy; Average price target $840.60 (approx. 44% upside) marketbeat.com.
Consensus rating is Moderate Buy with 48 analysts reporting as of July 3, 2026 [...
88.0
European FSD approval and rollout expected by H2 2026, which is projected to unlock significant software revenue streams.
Tesla anticipates EU-wide recognition for FSD by summer 2026 following RDW appro...
Hold / Moderate Buy; Average Price Target ~$410 (Upside ~2-5% depending on latest rally)
Consensus is a 'Hold' based on 45 ratings (21 Buy, 20 Hold, 4 Sell) with an aver...
The score reflects a mixed outlook: while Tesla smashed Q2 delivery estimates (4...
Record cash reserves provide defensive stability and potential for significant M&A, though high valuations in the market limit immediate acquisition targets.
Berkshire's massive cash pile remains its primary catalyst for H2 2026, offering...
Hold (Average Target: $509.89 - $524.50; Upside: ~3.5%)
As of early July 2026, the analyst consensus on BRK.B is 'Hold' 2 sources...
The score of 52 reflects a safe-haven, defensive profile with very limited proje...
Dominance in the GLP-1 weight loss market (Tirzepatide) and significant guidance raises for FY2026 revenue and earnings.
The primary driver is the massive demand for weight-loss and diabetes treatments...
Buy (Strong Buy/Moderate Buy) with 3-5% upside to current average price targets ($1,250-$1,265).
Analyst sentiment is overwhelmingly positive with a 'Moderate Buy' to 'Buy' cons...
Eli Lilly exhibits exceptional fundamental momentum and sector tailwinds. Despit...
Holiday season performance and continued high-margin growth in retail media and eCommerce.
The primary catalyst for H2 2026 is the holiday shopping season, supported by Wa...
Moderate Buy; average price target of $138.85 implies ~24% upside.
As of July 2026, Walmart maintains a Moderate Buy consensus from 36 analysts, wi...
Walmart is scored at 82 due to its strong Q1 FY27 performance, where revenue gre...
Commencement of a $50 billion share repurchase program and a 10% dividend hike effective July 1, 2026.
JPMorgan announced a massive $50 billion buyback and a dividend increase to $1.6...
Buy / Hold (Average Target ~$345, ~3-5% upside)
Consensus is mixed between Buy and Hold, with 14 Buys and 15 Holds reported by M...
JPM's score of 72 reflects its dominant market position and robust capital retur...
$20 billion share repurchase program and strong double-digit growth in cross-border volume and value-added services.
In April 2026, Visa authorized a new $20 billion multi-year share repurchase pro...
Strong Buy; average price target ~$398 (10.1% upside)
Consensus rating is 'Strong Buy' across 39 analysts, with an average 12-month pr...
Visa demonstrated exceptional financial performance in Q2 2026, with net revenue...
Massive AI infrastructure demand and a record $638 billion RPO backlog investor.oracle.com
The primary driver is the unprecedented growth in cloud infrastructure (OCI) for...
Moderate Buy; average price target of ~$268.27 (91% upside potential) 2 sources
Oracle maintains a 'Moderate Buy' consensus from 38 analysts marketbeat.com. The avera...
Oracle's score of 85 is driven by its dominant positioning in the AI infrastruct...
Operational excellence in "advantaged assets" like the Permian and Guyana (35-well expansion), coupled with $20B in projected share buybacks for 2026 2 sources.
The company is aggressively expanding production in Guyana, aiming for 1.7 milli...
Moderate Buy (Consensus target ~$164.70, ~20% upside) 2 sources
ExxonMobil holds a 'Moderate Buy' rating from 21 analysts, with 11 'Buy' and 10 ...
The score of 78 reflects high confidence in Exxon's operational execution and ca...
Strong oil price environment (forecasted $80-90/bbl in H2 2026) coupled with execution on low-carbon projects and LNG expansion.
S&P Global Energy forecasts oil prices rising to $80-90/bbl in H2 2026, which wo...
Moderate Buy; Average price target ~$164.70 - $173.00, representing ~20-25% upside potential.
Wall Street maintains a Moderate Buy consensus with an average price target of $...
The score of 82 reflects a combination of solid double-digit upside potential, a...
Resilient consumer spending and high-margin 'Value-Added Services' (growing at 22%) continue to drive double-digit revenue and EPS growth.
The company reported strong Q1 2026 results with a 15.8% revenue increase and 23...
Strong Buy; average price target ~$645-$655, representing ~20% upside from current price.
Consensus among 24-39 analysts is a Buy, with price targets ranging from $641 to...
Mastercard is scored 82 due to its consistent earnings beats, dominant market po...
Strong oncology drug performance and raised 2026 guidance are offset by talc litigation overhang and the stock trading near its 52-week high.
The stock's performance is underpinned by strong Q1 2026 results where reported ...
Moderate Buy; Average price target ~$262 (approx. 0% upside)
Analyst targets for JNJ are tightly clustered around the $256–$265 range, with t...
The score of 45 reflects a 'market perform' expectation. While the company is fu...
Expansion of the advertising-supported tier and high-profile live sports content (NFL Christmas games, WWE Raw).
Key H2 2026 catalysts include the scaling of the ad-tier to a $3 billion revenue...
Strong Buy; Average price target ~$114.80 (~18% upside)
As of July 2026, analysts maintain a 'Strong Buy' consensus on Netflix (NFLX) ba...
The score of 85 reflects robust double-digit revenue growth (16% in Q1 2026) and...
Exceptional acceleration in U.S. commercial revenue (104% YY) and significantly raised FY 2026 revenue guidance to 71% YY growth investors.palantir.com.
The primary driver is the accelerating adoption of Palantir's Artificial Intelli...
Buy; ~42% upside potential based on average price targets.
Analysis of current market data as of July 2026 shows a median analyst price tar...
The score of 88 reflects Palantir's rare combination of massive scale and accele...
Anticipated special dividend distribution and continued realization of the 2024 membership fee increase into 2026 earnings.
Costco's cash pile ($18.95B in Q3 2026 investor.costco.com) fuels speculation of a large sp...
Buy / Overweight (Consensus Average Price Target ~$1,103, representing ~15-18% upside)
Analyst consensus is 'Buy' or 'Moderate Buy' with an average price target of $1,...
Costco maintains exceptional operational momentum, with Q3 2026 revenue up 11.6%...
Robust revenue growth of 12.4% driven by the Immunology duo Skyrizi and Rinvoq, which are successfully offsetting Humira's erosion and led to a raised FY2026 EPS guidance to $14.08-$14.28. 2 sources
The core growth driver is the 'Immunology' segment, with Skyrizi and Rinvoq seei...
Strong Buy with an average price target of approximately $256-$258; however, recent momentum has pushed the price to $261, surpassing median targets while approaching high targets of $298. 2 sources
Analyst sentiment remains highly positive with 21 buys/outperforms vs 1 underper...
The score of 82 reflects exceptionally strong operational performance and guidan...
Upward revision of full-year 2026 net interest income (NII) growth guidance to 6-8% cnbc.com
The bank raised its NII growth guidance from 5-7% to 6-8% following a strong Q1 ...
Moderate Buy; Average Price Target: $61.60 (~5.0% upside) marketbeat.com
Consensus is based on 27 analysts (21 Buy, 6 Hold, 0 Sell) as of July 2026 [1a31...
The score of 72 reflects a stable, high-quality financial institution with stron...
Integration of the SRS Distribution acquisition and potential H2 2026 mortgage rate relief ir.homedepot.com.
The company is focused on its 'interconnected retail' strategy and the integrati...
Moderate Buy; Average price target $371.71 (~4% upside) marketbeat.com
Consensus is 'Moderate Buy' based on 32 analysts (18 Buy, 13 Hold, 1 Sell). Aver...
The score of 48 reflects a cautious outlook due to significant macro headwinds i...
Rapid scaling of the Data Center segment, specifically the ramp-up of Instinct AI accelerators and high-performance EPYC server CPUs, driving significant earnings growth.
Data Center revenue surged 57% year-over-year in Q1 2026, reaching $5.8 billion,...
Strong Buy / Overweight; Average price target ~$510.14 (approx. 1.5% downside from current price) with high targets up to $700.00.
Analysts maintain a 'Strong Buy' or 'Overweight' rating 2 sources. While ...
The score reflects a balance between exceptional operational momentum (+114% YTD...
Innovation-driven margin expansion in core categories, particularly the launch of the Gain Plus collection and reformulated laundry products aimed at the premium segment.
The company is doubling down on laundry innovation and premiumization to drive v...
Moderate Buy; average price target of $161.47 (~6.7% upside) marketbeat.com
MarketBeat reports a Moderate Buy consensus from 22 analysts (12 Buy, 10 Hold) w...
The score of 68 reflects PG's status as a stable defensive play with modest upsi...
Margin recovery strategy in Medicare Advantage and upward revision of 2026 EPS guidance to >$18.25.
Management has shifted strategy to prioritize margin over growth, specifically a...
Strong Buy / Moderate Buy (Average Price Target ~$415, High ~$492)
Consensus remains bullish with a 'Buy' or 'Strong Buy' rating across 28 analysts...
UNH displays strong fundamental momentum with a recent YTD gain of ~45%. While t...
Strong acceleration in AI infrastructure orders, reaching $2.1 billion from hyperscalers in Q2 FY2026 investor.cisco.com.
The primary driver is the surge in AI-related networking demand, with the compan...
Moderate Buy; average price target $123.14 (~9.3% upside) marketbeat.com.
Data from July 2026 indicates a 'Moderate Buy' consensus from 25 analysts, with ...
Cisco's score of 78 reflects its successful pivot to AI networking, which has fu...
Full-year integration and production ramp-up from the $53 billion Hess acquisition, specifically from high-margin assets in Guyana and the Bakken formation.
Production growth guidance of 7-10% for 2026 is heavily supported by the newly i...
Moderate Buy with an average price target of approximately $216.50, implying 28% upside potential from current levels ($169).
Consensus rating and price targets are derived from recent analyst aggregations ...
The score of 85 reflects strong production growth, structural cost reductions ($...
Farnborough International Airshow (July 2026) and massive $170B+ services backlog execution.
The Farnborough Airshow in July 2026 is a major catalyst for new engine orders a...
Strong Buy; average price target upside ~10-15% (targets recently raised to $431-$455)
Analysts have a 'Strong Buy' consensus, with recent July 2026 price target upgra...
GE Aerospace is trending toward the high end of its $7.10-$7.40 EPS guidance for...
Strong organic growth and raised full-year EPS guidance of 8-9% supported by pricing power and emerging market expansion 2 sources.
Key catalysts include robust organic revenue growth (10% in Q1 2026) and a raise...
Moderate Buy with a median price target of $86.88, representing approximately 3.51% upside potential marketbeat.com.
Analyst consensus as of July 2026 is a 'Moderate Buy' based on 15 Buy and 1 Hold...
The score of 74 reflects Coca-Cola's strong financial momentum and defensive pos...
Removal of the $1.95 trillion Fed asset cap and aggressive capital return via buybacks.
The Federal Reserve's lifting of the asset cap (confirmed in 2025/2026 reports) ...
Overweight / Buy; Average Price Target ~$97.20 (approx. 14% upside)
As of July 3, 2026, the consensus rating is 'Overweight' from 26 analysts (14 Bu...
The score of 78 reflects high return potential driven by a favorable valuation (...
The rapid conversion of its generative AI backlog, which accounts for 30% of the total backlog, into recognized revenue alongside the integration of the $11 billion Confluent acquisition 2 sources.
Software remains the primary driver, specifically Red Hat and the new data strea...
Buy / Overweight consensus with an average price target of ~$298.30 to $302.06, representing approximately 4-6% upside from the current price of ~$289 [ec4bbb, TipRanks].
Analyst sentiment is bullish with 14 Buy and 3 Overweight ratings vs. 8 Hold [ec...
IBM is scored 68 due to its strong pivot into AI and software services, which co...
Record-breaking Q1 2026 results and a projected 23% earnings growth for the full year, driven by a surge in investment banking fees and wealth management innovation.
Morgan Stanley reported record net revenue of $20.6B and EPS of $3.43 in Q1 2026...
Buy / Overweight (Consensus Rating ~2.3); Average price target ~$210, with high estimates reaching $240.
Analyst ratings remain bullish with an 'Overweight' consensus. While the current...
The score of 78 reflects exceptionally strong fundamental growth (23% EPS growth...
Unprecedented demand for power generation equipment driven by the AI data center infrastructure boom and a record $63 billion order backlog.
Identified in recent earnings analysis as the primary driver for the Energy and ...
Hold / Moderate Buy with an average price target of approximately $950-$1,000, implying -1% to +3% upside from current levels.
Consensus derived from MarketBeat, TipRanks, and Investing.com reports as of Jul...
Score reflects exceptional operational performance and backlog finance.yahoo.com offset b...
The anticipated closure of the $6.3 billion acquisition of American Express Global Business Travel (GBTG) in H2 2026, alongside the launch of eight new AI-driven product offerings, provides a solid floor for valuation despite macro consumer headwinds marketbeat.com.
Key catalysts include the divestiture of its remaining stake in Amex GBT in H2 2...
Moderate Buy (Consensus Target: ~$367.50, ~4.4% upside)
As of early July 2026, analysts maintain a 'Moderate Buy' consensus with an aver...
The score of 68 reflects strong execution and reliable EPS growth (reaffirmed FY...
Significant regulatory milestones in H2 2026, including an FDA PDUFA date on October 4, 2026, for a Keytruda-related combination therapy (KEYNOTE-B15), alongside upcoming Q2 earnings on August 4, 2026 merck.com.
Regulatory and clinical milestones are the primary drivers, with specific mentio...
Moderate Buy with an average price target of approximately $131.83, representing a modest ~3% upside from current levels, though some analysts (e.g., Scotiabank) suggest targets as high as $155 (~21% upside) marketbeat.com.
Consensus is derived from 20 analysts (13 Buy, 7 Hold) reported by MarketBeat as...
The score of 72 reflects a stable biopharmaceutical leader with strong oncology ...
Recovery in Investment Banking and M&A volumes driving fee growth and record ROE.
Goldman Sachs reported a strong Q1 2026 with a 19.8% ROE and a 48% YoY increase ...
Neutral to Moderate Buy; average price target ~$1,021, implying ~0% upside from current levels.
Consensus is mixed with a 'Hold' or 'Neutral' tilt across major platforms like P...
68
Strong momentum in the smoke-free segment (IQOS and ZYN), which now accounts for 43% of revenue and is expected to drive 11-13% EPS growth for FY2026 pmi.com.
The transition to smoke-free products is the primary driver, with IQOS shipment ...
Moderate Buy / Strong Buy with an average price target of $194.63, implying ~6.6% upside from early July levels marketbeat.com.
MarketBeat reports a Moderate Buy consensus (10 Buy, 2 Hold) as of July 3, 2026,...
The score of 82 reflects strong fundamental growth and a successful business mod...
Aggressive capital returns via share repurchases (doubling Q1 2026 buybacks) and strong expansion in 5G broadband customers.
In its February 2026 Capital Markets Day, T-Mobile authorized up to $14.6 billio...
Buy; average price target of ~$252.50 implies approximately 42% upside from current levels.
Consensus is a strong Buy based on 29 analysts, with a mean price target of $252...
Score reflects the massive gap between current valuation and analyst consensus t...
Adoption of 'Agentforce' AI agents and a $50 billion share repurchase program investor.salesforce.com
The launch and rapid growth of Agentforce (AI agents), which saw 169% ARR growth...
Moderate Buy; Average price target ~$254.42 (approx. 53% upside) marketbeat.com
Based on 45 analyst ratings as of July 2026, the stock holds a Moderate Buy cons...
The score reflects a 'coiled spring' setup: the stock is significantly undervalu...
Execution on its record $268 billion backlog, particularly in high-demand defense systems and commercial aftermarket services rtx.com.
RTX entered H2 2026 with a massive $268 billion backlog ($161B commercial, $107B...
Moderate Buy; average price target ~$215 (approx. 8-12% upside)
Analysts maintain a 'Moderate Buy' or 'Buy' consensus for RTX, with price target...
RTX's 2026 guidance projects adjusted sales of $92B–$93B and adjusted EPS of $6....
Expansion into specialty beverages (Refreshers and crafted sodas) to drive foot traffic in H2 2026.
McDonald's is launching six new permanent specialty drinks in mid-2026 to captur...
Moderate Buy with ~6% upside potential
Based on 23 analyst ratings (12 Buy, 11 Hold) as of July 2026, the average price...
Deducted from a combination of steady Q1 earnings growth (9% revenue increase) [...
Acceleration of EPS growth in H2 2026 and upcoming Q2 earnings on July 23, 2026, following a strong Q1 beat and raised full-year guidance.
Management raised the 2026 adjusted EPS guidance to $24.64–$25.12 following a Q1...
Strong Buy / Bullish; Average price target ~$605 (approx. 15.6% upside from ~$523) with highs up to $787.
Consensus is overwhelmingly positive with 26-30 analysts tracking the stock, pri...
The score reflects a favorable combination of a 15%+ discount to average analyst...
Integration of the $21 billion Exact Sciences acquisition (closed March 2026) and the upcoming Q2 earnings call on July 16, 2026.
The Exact Sciences deal establishes Abbott as a leader in oncology diagnostics (...
Strong Buy / Buy consensus with an average price target of approximately $120, representing ~28% upside from the current ~$94 price level.
Analyst targets range from $115 to $143, with a mean around $119-$120. The conse...
Abbott's score reflects its significant discount to analyst fair value (trading ...
Ramp-up of 18A process node volume production and initial revenue from external foundry customers in H2 2026.
Intel's turnaround hinges on its 18A node, which entered initial production in e...
Hold (Average Price Target: $93.93 - $100.88; ~20-30% downside risk from current price of ~$120)
Consensus is a 'Hold' with 49 analysts reporting (4 Sell, 28 Hold, 15 Buy, 2 Str...
68
Accelerated adoption and system placements of the next-generation da Vinci 5 platform.
The da Vinci 5 system rollout is a primary driver, with 232 systems placed in Q1...
Moderate Buy; ~34.6% average price target upside.
As of July 3, 2026, the consensus is a 'Moderate Buy' based on 27 analysts (19 B...
ISRG scores 72. It maintains strong fundamental growth (23% revenue increase in ...
Volume recovery and shelf-reset completion in North America Foods (PFNA) following Q1 inflection.
A primary catalyst for H2 2026 is the 'clean read' from the Q2 earnings release ...
Moderate Buy/Hold; average price target ~$168, representing ~16% upside potential.
Analysts remain cautious but constructive, with a consensus leaning toward 'Hold...
PepsiCo is scored at 75 due to its attractive forward P/E of ~16x relative to hi...
Conclusion of the organizational transformation and divestiture phase, coupled with a reaffirmed 10-11% ROTCE target for 2026.
The primary catalyst is the successful completion of the 'final phase' of its di...
Moderate Buy with a 12-month average price target of approximately $146.30, implying roughly 4-5% upside from current levels.
Wall Street maintains a Moderate Buy consensus for Citigroup marketbeat.com. Average p...
The score of 62 reflects Citigroup's strong fundamental turnaround (revenue +14%...
Expansion of the clean hydrogen project pipeline and solid Q2 2026 earnings execution.
Linde's strategic focus on clean energy projects, including a $2 billion hydroge...
Strong Buy; average price target ~$550-$560 (~2-5% upside from current levels) with high targets reaching $600 (~10% upside).
Consensus remains a 'Strong Buy' across major platforms as of July 2026, support...
research: Linde demonstrated resilient earnings growth in Q1 2026, with adjusted...
The heavy theatrical slate in H2 2026, specifically the live-action "Moana" (July) and "Avengers: Doomsday" (December), alongside management's guidance for double-digit adjusted EPS growth and a $7 billion share repurchase program 2 sources.
Major theatrical releases for the remainder of 2026 were sourced from Disney's n...
Moderate Buy with an average price target of approximately $133.60, representing a potential upside of ~38.8% from the current price of $96.23 marketbeat.com.
Analyst data from MarketBeat as of July 3, 2026, shows 15 Buy ratings and a cons...
The score of 82 reflects the combination of significant analyst upside (38.8%) [...
The rapid expansion of Uber's multi-partner 'asset-light' autonomous vehicle (AV) network to 15+ global markets by year-end 2026.
Strategic partnerships with Rivian (up to 50,000 R2 robotaxis), Waymo, and NVIDI...
Strong Buy; Average price target ~$108.12 (approx. 40% upside) tipranks.com
Wall Street maintains a 'Strong Buy' consensus as of July 2026, citing Uber's do...
Uber's financial health is robust, with Q1 2026 Gross Bookings growing 25% YoY a...
Pivot to the AI data center market with the 'Dragonfly' platform and leadership in the AI PC 'supercycle' via Snapdragon X Elite chips.
Qualcomm's June 2026 Investor Day focused on its 'Dragonfly' data center brand a...
Consensus 'Hold' rating; average price target of ~$220.45, representing ~19-25% upside potential.
The analyst community remains split, with a consensus rating of 'Hold' based on ...
The score of 72 balances attractive valuation (forward P/E ~14x) and high price ...
Significant revenue erosion from biosimilar competition for key drugs Prolia and XGEVA, combined with a 'wait-and-see' period for Phase 3 MariTide data investors.amgen.com.
While Amgen's Q1 2026 revenue grew 6%, the company faces accelerating biosimilar...
Hold (13 Buy, 15 Hold, 2 Sell), Average Price Target: $354.42 (~5% downside) marketbeat.com
Amgen (AMGN) is currently rated as a 'Hold' by consensus as of July 2026 [b01ee0...
A score of 46 reflects the bearish tilt of current price targets and the lack of...
Successful execution of the fiber-first strategy, reaching 30 million locations passed, and a commitment to return $45B+ to shareholders through 2028 2 sources.
AT&T's Q1 2026 results highlighted a focus on high-value fiber additions and mai...
Moderate Buy (Average Price Target: $30.55, ~49% Upside) marketbeat.com
Consensus reflects a Moderate Buy with a target of $30.55 marketbeat.com. Analysts vie...
The score reflects a balance between high dividend yield (~5%) and valuation ups...
Strategic pivot to 'Agentic AI' and massive 17% workforce reduction to drive durable long-term margins and agility cnbc.com
The company is cutting 3,000+ jobs to refocus on AI-driven tax and financial sof...
Moderate Buy (Mixed); average price target ~$498 (approx. 81% upside from $275.35), though recently downgraded by Goldman Sachs to Sell ($276 target) cnbc.com
Consensus is highly fragmented; while the average target suggests 80% upside, re...
The score reflects a high-risk, high-reward deep value situation. Trading at ~11...
Expansion into high-demand data center power supply (15-30 GW pipeline) and massive renewables backlog.
The primary catalyst is the surge in electricity demand from AI data centers, wi...
Moderate Buy; Average Price Target ~$99.86 (~13% upside)
Consensus is 'Moderate Buy' from 22 analysts, with an average price target of $9...
NextEra Energy is scored a 72, reflecting its status as a high-quality growth ut...
Rapid adoption of GenAI workflows (Now Assist) and expansion into security/risk markets through acquisitions investor.servicenow.com.
ServiceNow is on track to exceed its $1 billion AI revenue target for 2026, with...
Moderate Buy; Average price target $141.68 (approx. 33% upside) marketbeat.com.
Analyst consensus is a Moderate Buy based on 42 ratings marketbeat.com. The average pr...
82.0
Integration of the $20 billion Frontier Communications acquisition (closed January 2026) and aggressive fiber footprint expansion.
The completion of the Frontier merger in January 2026 is the primary driver for ...
Moderate Buy; Average Price Target ~$51 (Upside ~19%)
Analysts maintain a 'Moderate Buy' consensus with a price target of $50.59, repr...
The high score is driven by a favorable valuation (P/E ~9-11x) relative to the b...
The rollout of AI-powered portfolio insights and a spot crypto trading platform (Bitcoin/Ethereum) in 2026 are expected to drive client engagement and asset growth.
Key catalysts include the successful launch of generative AI tools for retail in...
Moderate Buy (Average Target: $116.00; Upside: ~19.8%)
Schwab maintains a 'Moderate Buy' consensus with 17 'Buy' or 'Strong Buy' rating...
The score of 79 is driven by strong operational momentum, including record Q1 20...
Recent reduction in full-year 2026 revenue guidance and consulting weakness in the U.S. federal business.
On June 18, 2026, Accenture lowered its FY2026 revenue growth guidance to 3-4% (...
Hold to Moderate Buy; Price targets significantly cut following June 2026 guidance reduction.
Consensus has shifted toward 'Hold' or 'Moderate Buy' following a disastrous Q3 ...
The score reflects high risk due to extreme negative momentum and fundamental he...
Upcoming Q2 earnings report on July 15 and anticipated Federal Reserve rate cuts in H2 2026.
The Q2 earnings release scheduled for July 15, 2026, serves as a near-term catal...
Moderate Buy; average price target of $1,269.44 implies ~28% upside.
As of July 3, 2026, BlackRock has a Moderate Buy consensus from 20 analysts (17 ...
BlackRock is scored at 88 because it combines strong earnings momentum (Q1 EPS o...
Strong sequential revenue growth in industrial and data center markets, despite a high valuation.
TXN's Q1 2026 revenue grew 9% sequentially and 19% YoY, driven by industrial and...
Hold (Average Target ~$296, ~0-2% upside)
The consensus rating is 'Hold' marketbeat.com. The current stock price (~$296-298) is ...
TXN's score of 54 is constrained by a very rich valuation (P/E ~50x) marketbeat.com an...
Successful integration of the $10 billion Masimo acquisition and the recovery cycle in the bioprocessing sector.
Danaher completed the strategic $10 billion acquisition of Masimo Corporation in...
Strong Buy; average price target ~$242 (22.4% upside)
Consensus remains 'Strong Buy' with an average price target of $242.35, implying...
Danaher raised its full-year 2026 adjusted EPS guidance to $8.35–$8.55 and expec...
Resilient travel demand and market leadership following a successful 25-for-1 stock split 2 sources
A historic 25-for-1 forward stock split executed in April 2026 has significantly...
Moderate Buy; average price target of ~$227.11 (23% upside potential) marketbeat.com
Booking Holdings carries a 'Moderate Buy' rating from 37 analysts, with 29 'Buy'...
A score of 73 reflects Booking's steady but slowing growth trajectory. Q1 2026 r...
Major H2 2026 PDUFA dates for high-impact drugs: BIC/LEN for HIV PrEP (August 27) and anito-cel for Multiple Myeloma (December 23) 2 sources.
H2 2026 is a critical period for Gilead's transformation into an oncology and vi...
Moderate Buy (Consensus target ~$158.41, ~21% upside) 2 sources
Gilead maintains a 'Moderate Buy' consensus from 29 analysts, with 25 'Buy' rati...
The score of 86 is driven by an exceptionally dense catalyst calendar in H2 2026...
Progress toward 777X certification and 737/787 production rate increases to meet record order backlogs.
The critical catalyst is the 777X certification, which Boeing is targeting for l...
Moderate Buy; Average price target ~$261.61 - $272.71, representing ~15-20% upside potential.
Boeing holds a Moderate Buy consensus with an average price target of $261.61, r...
The score of 68 reflects significant recovery potential balanced against high ex...
A 'catalyst-rich' H2 2026 with 20 pivotal study starts and key data readouts in obesity and oncology (e.g., ultra-long-acting obesity candidates).
Pfizer is banking on its pipeline of 108 candidates to offset revenue losses fro...
Moderate Buy; average price target ~$29, representing ~19-20% upside from current price.
Analysts have a median price target of ~$28-$29.50 investors.pfizer.com. Rating is a 'Modera...
Pfizer is scored 58. While the 7%+ dividend yield provides a floor and the pipel...
The operational migration of Discover credit cards starting in July 2026 is the pivotal catalyst for realizing $2.7 billion in merger synergies.
The Discover integration is the primary driver. The transition of Discover accou...
Buy; Average price target ~$257 (approx. 25% upside)
Analysts are highly bullish on COF with a 'Strong Buy' consensus. The average pr...
The score of 82 is based on the substantial valuation gap and the clear catalyst...
Proposed $85 billion merger with Norfolk Southern to create the first transcontinental railroad.
The primary strategic catalyst is the ongoing regulatory review of the Norfolk S...
Moderate Buy; Average price target ~$283.11 (~0.2% upside)
Union Pacific (UNP) holds a 'Moderate Buy' consensus from 21 analysts (13 Buy, 8...
The score of 55 is tempered by the fact that the stock is currently trading near...
Execution of the 'Total Home Strategy' and resilience in the Pro segment despite a challenging housing macro environment corporate.lowes.com.
Internal operational improvements, including the Mylow AI tool and market share ...
Buy; ~16% upside potential based on average price targets.
Wall Street maintains a 'Buy' consensus with an average 12-month price target of...
The score of 62 acknowledges Lowe's stable market position and attractive valuat...
Monetization of generative AI (Firefly) and stabilization of leadership following the CFO departure and CEO search.
Adobe's raised FY2026 guidance (Revenue $26.5B-$26.6B, Non-GAAP EPS $24.35-$24.4...
Hold / Moderate Buy (Consensus Average Price Target ~$280, representing ~25-30% upside)
Consensus is mixed, with major trackers citing a 'Hold' (S&P Global, Public.com)...
Adobe's valuation has compressed to historic lows (Forward P/E ~11-12x) [e227e2 ...
Acceleration in organic revenue growth (5.8% in FY26, guiding to 6.75-7.25% in FY27) and a robust pipeline of new product launches in high-growth segments like Cardiac Ablation (Affera) and Surgical Robotics (Hugo). 2 sources
Key catalysts include the full-scale rollout of the Affera mapping and ablation ...
Moderate Buy/Buy with an average price target of approximately $99-$107, representing a potential upside of ~20-30% from the current price of ~$83. 2 sources
Analyst consensus is bullish with 18 buys and 0 sells according to one report [3...
The score of 88 is driven by the significant valuation gap (Forward P/E of ~14x ...
Completion of the Aerospace business spin-off on June 29, 2026, leading to a simplified corporate structure focused on high-growth automation reuters.com
The spin-off of Honeywell Aerospace is a transformative 'portfolio simplificatio...
Moderate Buy; Average Price Target: $248.08 (~10.8% upside) marketbeat.com
Consensus includes 24 analysts (13 Buy, 10 Hold, 1 Sell) with targets ranging up...
The score of 82 is driven by the significant structural catalyst of the June 202...
Q3 2026 Earnings Call on August 20, 2026, and continued precision agriculture adoption 2 sources.
The upcoming Q3 earnings call is the primary near-term catalyst marketbeat.com. Long-t...
Moderate Buy; Average price target $642.23 (~3.5% upside) marketbeat.com
Consensus is 'Moderate Buy' with 14 Buy and 9 Hold ratings. The average price ta...
The score of 54 is based on Deere's strong execution and recent earnings beats, ...
Realization of over $1 billion in run-rate synergies from the completed Marathon Oil acquisition and a strong commitment to returning 45% of cash flow to shareholders.
The successful integration of Marathon Oil assets is expected to deliver signifi...
Overweight / Moderate Buy; Average price target ~$144.38 (approx. 31.8% upside from current price).
Consensus remains 'Overweight' or 'Moderate Buy' 2 sources. The average p...
The score is supported by significant upside to analyst price targets and a low ...
Anticipated margin recovery in H2 2026 as production of PAC-3 and THAAD missiles scales to meet massive backlog, alongside the resolution of F-35 TR-3 software delivery delays 2 sources.
Management has signaled that margins will improve in the second half of 2026 as ...
Hold; average price target of $613.63 (~12.7% upside) marketbeat.com
The consensus is a 'Hold' based on 21 analysts, though the average target of $61...
The high score of 84 is driven by an exceptionally strong macro tailwind (global...
Pivotal regulatory and clinical milestones in H2 2026, specifically the Iberdomide FDA PDUFA date on August 17.
The second half of 2026 is catalyst-rich for BMY's 'Growth Portfolio.' A critica...
Hold / Moderate Buy (Average Price Target ~$62-$63, Upside ~8-9%)
Analyst consensus is generally 'Hold' or 'Moderate Buy' (6 'Strong Buy' vs 21 'H...
BMY is a deep value play with a low forward P/E (~9x-10x) and a strong dividend ...
Structural separation of media (NBCUniversal/Peacock) and technology (Xfinity broadband) businesses announced in May 2026.
The announced spin-off of Universal theme parks and media assets into a separate...
Hold; average price target $34.40 (~44.6% upside) marketbeat.com.
Analysts maintain a 'Hold' consensus despite a massive 44.6% projected upside, r...
Comcast receives a 71 due to the significant valuation unlock potential of its H...
Sustainable execution of the "Back to Starbucks" turnaround plan and momentum in global comparable store sales growth (5.0%+ guidance).
The turnaround under Brian Niccol is the primary driver, with Q2 global comps ri...
Moderate Buy with an average price target of $106.25, representing limited upside of approximately 3.9% from the current price (~$102.30).
Analyst sentiment is mixed, with 16 "Hold" ratings out of 37 analysts, reflectin...
The score of 60 is tempered by a "rich" trailing P/E of 74 and forward P/E of 32...
Nationwide expansion of 'on! PLUS' and the anticipated annual dividend increase in August.
The smoke-free transition, specifically the national rollout of 'on! PLUS' nicot...
Hold / Moderate Buy; average price target upside ~5-10% (high target $82)
Consensus leans toward 'Hold' or 'Moderate Buy', with a median target around $70...
Altria reaffirmed 2026 EPS guidance of $5.56-$5.72, with growth expected to be w...
A complex turnaround strategy facing 'flattish' revenue guidance and significant sales declines in Greater China 2 sources.
The primary driver is the ongoing business turnaround under CEO Elliott Hill, wh...
Hold with an average price target of $56.04, implying a theoretical upside of ~27% despite recent target downgrades marketbeat.com.
Consensus rating is 'Hold' based on 36 ratings (14 Buy, 19 Hold, 3 Sell) [89f483...
The score of 43 indicates a cautious outlook. Nike is struggling with a 12% reve...
Surging electricity demand from AI-driven data centers and the successful full operation of Vogtle Units 3 & 4.
Southern Company is a primary beneficiary of the AI data center boom, noting sig...
Hold; Average Price Target ~$99.26 (approx. 1.5-4% upside)
Consensus is 'Hold' based on 20 ratings (7 Buy, 12 Hold, 1 Sell). The average pr...
The score of 58 reflects a strong fundamental business with reliable growth but ...
The H2 2026 launch of 'Health100,' an AI-native consumer health platform, and the stabilization of Medicare Advantage margins following a more favorable 2027 CMS rate announcement 2 sources.
CVS is undergoing a significant retail pharmacy transformation (60+ new pharmacy...
Overweight consensus with an average price target of ~$104.25, though recent revisions from major firms like Morgan Stanley and BofA have pushed targets to $110-$111, implying ~6% upside [7e275d, Google Search].
The consensus is positive (19 Buy, 6 Overweight) despite recent volatility [7e27...
CVS is scored 62, reflecting a cautious but improving outlook. The company raise...
Explosive electricity demand from AI-driven data centers and the execution of a $103 billion capital plan focusing on grid modernization.
Duke Energy is positioned as a primary beneficiary of the 'AI power race,' with ...
Buy / Hold (Consensus Rating ~3.2); Average price target ~$138, representing approximately 6-8% upside from current levels.
The consensus leans toward 'Buy' with several 'Hold' ratings. The average price ...
The score of 84 is driven by the powerful secular tailwind of AI data center dem...
Ongoing resolution of PFAS litigation and the commencement of settlement payments in Q3 2026, alongside margin expansion from operational restructuring.
Derived from litigation updates noting the start of settlement payments in Q3 20...
Hold / Moderate Buy with an average price target of $170-$176, implying approximately 6% to 9% upside from the current price of $161.
Consensus based on July 2026 updates from MarketWatch and WallStreetZen indicati...
Score balances a more attractive valuation (18x P/E) and positive analyst upside...
The ramp-up of Gulfstream G700 deliveries and a massive $118B-$131B backlog driven by heightened global defense spending and nuclear submarine demand (Columbia-class) position GD for consistent H2 2026 performance investorrelations.gd.com.
Operational momentum in the Aerospace segment (book-to-bill of 1.2x) and consist...
Buy / Moderate Buy (Consensus Target: ~$393-$397, ~6% upside)
Wall Street analysts largely favor GD, with recent price target hikes to $400 (J...
The score of 78 is driven by a very high margin of safety from its record backlo...
The expected H2 2026 'turnaround inflection' driven by the 'Network Reconfiguration' program, which targets $3 billion in cost savings through facility closures and automation 2 sources.
Management has specifically pointed to H2 2026 for a return to consolidated reve...
Hold consensus with an average price target of $110.85, indicating negligible upside (~0.12%) from recent trading prices of ~$110.71 marketbeat.com.
Based on 17 analyst ratings tracked by MarketBeat and other financial platforms ...
The score of 48 reflects a challenging transition period. While the high dividen...
AI-driven workload expansion and continued 5G deployment driving demand for digital infrastructure.
Management raised FY 2026 guidance in April, citing structural growth from mobil...
Strong Buy to Moderate Buy; average price target ~$217, implying ~30% upside from current levels.
Analysts are overwhelmingly positive on American Tower, with a 'Strong Buy' cons...
84
A planned 19% dividend increase to $0.63/share in H2 2026, combined with significant EPS growth (+33.8% in Q1) and AI-driven efficiency gains [de2f91, Search Results].
The 19% dividend hike scheduled for H2 2026 signals management's confidence in c...
Bullish consensus (7.8/10) with a median price target of $144.50, suggesting limited immediate upside (~0.5%) relative to the median, though high-end targets reach $167 tickernerd.com.
Ticker Nerd indicates 9 Buy, 6 Hold, and 1 Sell rating as of early July 2026 [de...
The score of 74 balances high operational momentum and strong shareholder return...
Planned 3.8% quarterly dividend increase to $0.54 per share following a successful 2026 Federal Reserve stress test.
U.S. Bancorp announced plans to raise its dividend to $0.54 following the 2026 s...
Moderate Buy; average price target of ~$61.57 suggests essentially 0% upside relative to current market prices.
Consensus is a Moderate Buy with a price target of $61.57 marketbeat.com. The stock is...
The score of 52 reflects solid operational performance (Q1 EPS beat of $1.18 vs ...
Record $11.2 billion project funnel driven by surging demand for power and data center automation (Ovation platform) tikr.com
A 41% surge in Ovation platform orders highlights strong momentum in power infra...
Moderate Buy; Average price target ~$163.32 (approx. 17.5% upside) marketbeat.com
Consensus is a Moderate Buy from 24 analysts, with recent target price increases...
Emerson offers solid industrial growth with resilient demand in Software & Syste...
Significant margin recovery potential driven by the normalization of cocoa prices and a stimulus-induced boost to middle-income consumer spending 2 sources.
A major headwind in 2025—sky-high cocoa prices—has begun to ease significantly i...
Buy; average price target ~$67 (approx. 10-13% upside)
Mondelez maintains a consensus 'Buy' rating from over 20 analysts. With the stoc...
Mondelez's 2026 guidance is cautious, projecting 0-2% organic revenue growth and...
Raised full-year 2026 EBIT guidance and potential macro tailwinds from H2 interest rate cuts.
GM raised its full-year 2026 EBIT-adjusted guidance to $13.5B–$15.5B following a...
Moderate Buy with ~20% upside potential
Consensus of 18 analysts (14 Buy, 3 Hold, 1 Sell) with an average price target o...
High return potential is driven by an exceptionally low valuation (Forward P/E ~...
Completion of major mixed-use and luxury redevelopments in Fall 2026 and continued resilience in high-end retail occupancy (currently 96.0%).
Simon raised its 2026 Real Estate FFO guidance to $13.10–$13.25 per share [c670e...
Hold / Moderate Buy; Average price target ~$219 (approx. 3.1% downside from ~$226) with high targets up to $255 (approx. 12.8% upside).
While operational performance is at record levels, analysts are split. The stock...
The score is moderated by the fact that the stock is trading near record highs a...
Successful completion of the FedEx Freight spin-off (June 1, 2026) and the ongoing DRIVE transformation program exceeding cost-saving targets.
The spin-off of FedEx Freight on June 1, 2026, unlocked value and provided a $4....
Moderate Buy / Buy consensus with an average price target of approximately $363, representing ~16% upside from the current ~$313 price level.
Analyst targets cluster around $350-$370, with a consensus 'Moderate Buy.' High-...
FedEx's score is supported by strong operational execution (Q4 earnings beat in ...
Execution of the expanded Strategic Growth and Productivity Program (SGPP) to offset gross margin pressures.
The company expanded its SGPP in April 2026 to drive efficiency, but simultaneou...
Moderate Buy (Average Price Target: $95.88; ~0.75% upside potential from current price of ~$95)
Analysts maintain a 'Moderate Buy' rating (12 Buy, 7 Hold) marketbeat.com. The average...
45
Potential M&A activity or successful execution of the 'PayPal Ads' and AI-driven growth strategy.
Strategic reorganization and the launch of PayPal Ads are key internal efforts, ...
Hold; ~21% average price target upside.
As of July 3, 2026, the consensus rating is 'Hold' based on 45 analysts (8 Buy, ...
PYPL scores 52. The stock is fundamentally cheap, trading at a forward P/E of ~8...
Integration of PineBridge Investments and tailwinds from elevated fixed-income yields.
The acquisition of PineBridge Investments has significantly boosted assets under...
Moderate Buy; average price target ~$95, representing ~5-6% upside potential.
Consensus is a 'Moderate Buy' based on 12 Buy ratings and 2 Holds marketbeat.com. Howe...
MetLife receives a 63, reflecting solid Q1 earnings growth of 18% tickeron.com and c...
Completion of the Corebridge Financial divestiture and an aggressive capital return strategy, including an 11% dividend hike and significant share buybacks.
The full exit from Corebridge Financial in May 2026 is a major strategic milesto...
Neutral to Buy with an average price target of approximately $88.15, implying roughly 11% upside from the current price.
Analysts are generally neutral to positive, with a 'Buy' rating from some (8 Buy...
AIG is scored 78 due to its strong underwriting performance (Q1 underwriting inc...
The 2026 holiday season performance and continued success of the Target Circle 360 loyalty program.
The upcoming Q2 earnings on August 19, 2026, and the H2 holiday season are criti...
Hold; average price target ~$134 (~3% upside), though high-end estimates reach $161 (~24% upside).
The majority of analysts maintain a 'Hold' or 'Neutral' rating as of July 2026, ...
research: Target reported a strong Q1 2026, beating estimates with a 6.7% rise i...
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