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

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

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Top 10 US Ideas Quarterly

Introducing the Top 10 US Ideas for Q3

Strategy

High-conviction Ideas to Drive American Alpha 01 July 2026

We present our new list of ten short-term stock recommendations among US stocks Equity

under coverage based on our view that these stocks could have significant market and United States

business-related catalysts in the quarter ahead. For 3Q26, our Top 10 Ideas include nine Anthony Cassamassino

Buys and one Underperform across ten sub-sectors. Our Buys are Ford Motor, IBM, Ionis Strategist

Pharma, JPMorgan Chase, Knight-Swift, Snowflake, Spotify, Visa Inc, and Walmart. Our BofAS+1 212 449 6874

Underperform is Lennar Corp. anthony.cassamassino@bofa.com

See Team Page for List of Analysts

Red, White, and Bullish (mostly)

BofA’s RIC Outlook points to a largely bullish backdrop for the U.S. economy and global

equities, with indicators confirming the “new industrial cycle” remains intact and earnings

momentum strengthening. The Global Earnings Revision Ratio has improved to a six‑month BofA Global Research Reports

high, with particularly strong readings in the U.S. and broad-based upgrades across

regions, while the Global Wave of macro data is rising in tandem with the earnings cycle— Title: Subtitle Primary Date

historically a supportive signal for equity returns. Although valuations and positioning Author Published

suggest markets may be somewhat overheated in the near term, we think any summer S&P 500 Target Update: Savita 30 June

pullback could be a potential buying opportunity, especially in real assets, credit, and value- Mid-year 2026: take Subramanian 2026

oriented areas. See reports linked in the side bar for more on these themes.