Top 10 EMEA Ideas Quarterly: Introducing the Top 10 EMEA Ideas for Q3 2026

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Top 10 EMEA Ideas Quarterly: Introducing the Top 10 EMEA Ideas for Q3 2026

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Top 10 EMEA Ideas Quarterly

Introducing the Top 10 EMEA Ideas for Q3

Top 10 EMEA Ideas – Q3 2026 01 July 2026

We introduce in this publication a new list of 10 short-term stock recommendations for Equity

EMEA companies that we cover based on our views of potential significant market and European Research

business-related catalysts that we think will affect these stocks in the quarter ahead.

In constructing our Top 10 EMEA Ideas List, we canvass the views of our fundamental Eric Lopez >>

equity teams across each of the 27 sectors which we cover in EMEA in order to identify Head of EMEA Equity Research

MLI (UK)

10 stocks which we believe will significantly outperform or underperform their peers in a +44 20 7996 4143

given sector by the most significant amount during the quarter. These views are filtered eric.j.lopez@bofa.com

by a committee consisting of senior research management in EMEA, which is European Research

responsible for determining the composition of the list. In order to qualify as an

See Team Page for List of Analysts

outperform idea, a stock in the list must have a Buy investment recommendation and

underperform ideas must have an Underperform recommendation. We publish this list at

the beginning of each quarter. If the firm ceases to maintain a fundamental

recommendation on a security, it will be removed from the list without being replaced. If Exhibit 1: Top 10 EMEA Quarterly

there are any changes to the list during the quarter, we will promptly publish a note The List has increased 127.81% against

setting out the change. the Index since inception, which is up

43.37%

As of 29 Jun 2026, the Top 10 EMEA Ideas Quarterly Total Return List has increased by