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
