The U.S. Analyst Focus List (AFL) for May 14, 2026, presents a monthly refresh of top-tier stock picks across growth, value, and income strategies.
Key Takeaways
- 1.The Analyst Focus List (AFL) is a monthly refresh of top equity ideas categorized by growth, income, and value strategies.
- 2.The AFL is not a model portfolio and prior editions should no longer be relied upon once a new refresh is published.
- 3.Stocks are actively managed with mid-month additions for new rationale and removals when valuation targets are met or original theses change.
Table of Contents
- Head of North America Equity Research
- Head of North America Equity Research Product Management
- Last Four Weeks' Additions
- Last Four Weeks' Removals
- Flagship Publications & Research Themes
- Important Disclosures
- Explanation of Equity Research Ratings, Designations and Analyst(s) Coverage Universe
- History of Investment Recommendations
- Other Disclosures
- Legal Entities Disclosures and Country-/Region-Specific Disclosures
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Authors
Ken GoldmanWilliam Funke
Securities
QTWOLLYGMMSFT
Themes
Generative AIUS Policy & PoliticsData Centers
Regions
North AmericaUnited StatesCanada