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Deutsche Bank analysts selected their top investment ideas to hold for the next 12 months for the third quarter, adding (BIRK), (ACGL), and (EW) among others.
Since the third quarter of 20217, when it was created, the group of stocks has returned 170%, compared to 160% for the S&P 500 (SP500). During the last quarter, however, the return was 18.38%, vs. 25.20% for the S&P 500 (SP500).
This quarter, analysts are featuring 36 top ideas from five different sectors:
Within consumer staples (XLP):
- Birkenstock (BIRK) – Price target: $70; buy-rated
- Caesars Entertainment (CZR) – Price target: $58; buy-rated
- Chipotle (CMG) – Price target: $72; buy-rated
- Freshpet (FRPT) – Price target: $150; buy-rated
- Grocery Outlet (GO) – Price target: $29; buy-rated
- LifeTime Group (LTH) – Price target: $25; buy-rated
- US Foods (USFD) – Price target: $72; buy-rated
Within financials (XLF) and fin-tech (FINX):
- Arch Capital (ACGL) – Price target: $120; buy-rated
- Bill (BILL) – Price target: $75; buy-rated
- Corpay (CPAY) – Price target: $330; buy-rated
- KKR & Co. (KKR) – Price target: $129; buy-rated
- PNC (PNC) – Price target: $180; buy-rated
- Sabra Health Care REIT (SBRA) – Price target: $21; buy-rated
- Charles Schwab (SCHW) – Price target: $81; buy-rated
- S&P Global (SPGI) – Price target: $520; buy-rated
- Synchrony Financials (SYF) – Price target: $58; buy-rated
Within healthcare (XLV):
- Edwards Lifesciences (EW) – Price target: $103; buy-rated
- ICON (ICLR) – Price target: $370; buy-rated
- Merck & Co. (MRK) – Price target: $140; buy-rated
- Repligen (RGEN) – Price target: $155; buy-rated
- Tenet Healthcare (THC) – Price target: $155; buy-rated
- The Cigma Group (CI) – Price target: $370; buy-rated
Within industrials (XLI):
- Carpenter Technology (CRS) – Price target: $144; buy-rated
- Delta Airlines (DAL) – Price target: $47.44; buy-rated
- Emerson Electric (EMR) – Price target: $138; buy-rated
- First Solar (FSLR) – Price target: $280; buy-rated
- International Flavors & Fragrances (IFF) – Price target: $110; buy-rated
- Rocket Lab (RKLB) – Price target: $10; buy-rated
Within technology, media, and telecommunications (IYZ):
- Adobe (ADBE) – Price target: $650; buy-rated
- Amazon (AMZN) – Price target: $210; buy-rated
- AT&T (T) – Price target: $26; buy-rated
- Entegris (ENTG) – Price target: $160; buy-rated
- EverCommerce (EVCM) – Price target: $12; buy-rated
- Five9 (FIVN) – Price target: $65; buy-rated
- Marvell (MRVL) – Price target: $90; buy-rated
- Uber Technologies (UBER) – Price target: $95; buy-rated