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J.P. Morgan

May 18, 2026

US Analyst Focus List Current Snapshot

Market ReportEquitiesIndustrialsConsumer Discretionary

This report provides the May 18, 2026, snapshot of the J.P. Morgan North America Equity Research Analyst Focus List, featuring top growth, value, and income stock ideas.

Key Takeaways

  • 1.The Analyst Focus List is a monthly refresh of top equity ideas across growth, income, value, and short strategies.
  • 2.Recent additions to the list include C.H. Robinson (CHRW) and Q2 Holdings (QTWO).
  • 3.The report highlights significant price targets for major tech and healthcare stocks, such as Eli Lilly ($1,300) and KLA Corporation ($2,000).

Table of Contents

  • 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

LLYMSFTCHRWGMAVIDO

Themes

Generative AIGlobal ElectionsGrowth and Value Investing

Regions

North AmericaUnited StatesCanada