U.S. Analyst Focus List

A snapshot of the J.P. Morgan U.S. Analyst Focus List for May 2026, providing top-conviction equity ideas across value, growth, and income strategies.

Key Takeaways

• 1.The Analyst Focus List (AFL) is a monthly refresh of top equity ideas categorized by investment strategies: growth, income, value, and short ideas.
• 2.The AFL is not a model portfolio; it is a point-in-time snapshot, and prior editions should not be relied upon for current views.
• 3.New ideas are added mid-month based on analyst rationale, while stocks are removed if valuation targets are met or the initial thesis is invalidated.

Table of Contents

• U.S. Analyst Focus List
• Last Four Weeks' Additions
• Last Four Weeks' Removals
• Flagship Publications & Research Themes
• Important Disclosures

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