Recently raised to Strong Buy in late April. 2026 Market Strategy Themes
The 2026 picks emphasize stocks in small- and mid-cap indexes where valuations are closer to historical norms, contrasted with the S&P 500, which analysts view as relatively expensive. raymond james strong buy list
Analysts highlight that while the "AI revolution" continues, leadership is broadening to the "enablers"—industrials and consumer discretionary companies that provide the physical backbone for AI. Recently raised to Strong Buy in late April
The following stocks represent the firm's top "Strong Buy" recommendations for the year: Stock Name Healthcare Chubb Ltd. Financials Coherent Corp. Information Technology Construction Partners Industrials Crown Castle Real Estate DoorDash Inc. Consumer Discretionary Expand Energy Corp. First Citizens BancShares Financials Globe Life Financials Intercontinental Exchange Financials Jack Henry & Associates Information Technology Karman Space & Defense Industrials Mohawk Industries Consumer Discretionary nCino Inc. Information Technology NRG Energy Public Storage Real Estate Shake Shack Inc. Consumer Discretionary CDW Corporation Information Technology Sources: Raymond James Best Picks 2026 List , CNBC Report . Recent April 2026 Updates The following stocks represent the firm's top "Strong