J P M O R G A N North America Equity Research 23 June 2026 U.S. Analyst Focus List Current Snapshot (23-JUN-26) Each month, we ask our equity analysts to share their top ideas aligned with the following investment strategies: growth, income, value and short ideas. The investment ideas we provide are tailored to these specific strategies and may differ from J.P. Morgan's fundamental ratings. For further details on a company's investment thesis, rationale for the price target, and associated risks, please ref ...

Look Beyond Market Euphoria After 3 FCF ETFs Rebalanced High-flying IPOs, momentum, high-beta, and growth are making it appear as though value is no longer in style. However, as famed value investor Seth Klarman said in a recent Bloomberg interview, value opportunities are always lurking in the background even in today's market. "Today we have a backdrop of very expensive markets and a bit of euphoric conditions,†Klarman noted, saying that value investors can find market opportunities looking at the botto ...