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J.P. Morgan

June 4, 2026

U.S. Analyst Focus List Current Snapshot

Market ReportEquitiesCommunication ServicesConsumer Discretionary

A monthly compilation of J.P. Morgan's top equity research ideas in North America, categorized by Growth, Income, and Value strategies with specific price targets for late 2026.

Key Takeaways

  • 1.The U.S. Analyst Focus List is a monthly selection of top equity ideas across growth, income, value, and short strategies.
  • 2.The list is a complete monthly refresh; previous editions should not be relied upon for current investment ideas.
  • 3.The Analyst Focus List is distinct from J.P. Morgan's fundamental ratings and is not a model portfolio.

Table of Contents

  • U.S. Analyst Focus List
  • 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

LLYGOOGLWMTMSFT

Themes

Generative AIData CentersGlobal Elections

Regions

North AmericaUnited StatesCanada