U.S. Equity Analyst Focus List

This report provides the July 2026 U.S. Equity Analyst Focus List, featuring selected high-conviction ideas across growth, value, and income strategies. It details recent additions and removals while providing performance metrics and price targets for covered securities.

Key Takeaways

• 1.The Analyst Focus List is refreshed monthly to provide equity analyst ideas aligned with growth, income, value, and short strategies.
• 2.EPR Properties (EPR) was added to the list this month, while Broadstone Net Lease (BNL), JFrog (FROG), and Palo Alto Networks (PANW) were removed.

Table of Contents

• Analyst Focus List
• Rationale for Focus List Adds
• Rationale for Focus List Removals
• Growth
• Income
• Value
• Flagship Publications & Research Themes
• Companies Discussed in This Report
• Analyst Certification
• Important Disclosures

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