Wells Fargo’s ‘Focus List’ – GOOGL, TJX, XOM, JPM

Wells Fargo Investment Institute analysts updated their “focus list” of stocks.

These stocks represent the top picks from Global Investment Strategy and Global Securities Research analysis that are expected to exceed the total return of the S&P 500 (SP500) over the next 12 months.

Here is the list:

Communication services

• Alphabet (GOOGL) – Consensus next 12 months EPS: $8.61; EPS long-term growth estimate: 13%
• Meta Platforms (META) – Consensus next 12 months EPS: $24.35; EPS long-term growth estimate: 13%
• Netflix (NFLX) – Consensus next 12 months EPS: $22.77; EPS long-term growth estimate: 31%
• T-Mobile (TMUS) – Consensus next 12 months EPS: $10.41; EPS long-term growth estimate: 14%

Consumer discretionary

• Amazon (AMZN) – Consensus next 12 months EPS: $5.85; EPS long-term growth estimate: 25%
• Hilton Worldwide Holdings (HLT) – Consensus next 12 months EPS: $7.65; EPS long-term growth estimate: 8%
• The TJX Companies (TJX) – Consensus next 12 months EPS: $4.32; EPS long-term growth estimate: 9%

Energy

• Chevron (CVX) – Consensus next 12 months EPS: $10.69; EPS long-term growth estimate: 4%
• Exxon Mobil (XOM) – Consensus next 12 months EPS: $7.72; EPS long-term growth estimate: 3%
• The Williams Cos. (WMB) – Consensus next 12 months EPS: $1.99; EPS long-term growth estimate: 5%

Financials

• Berkshire Hathaway (BRK.B) – Consensus next 12 months EPS: $19.27; EPS long-term growth estimate: –
• JPMorgan Chase & Co. (JPM) – Consensus next 12 months EPS: $16.66; EPS long-term growth estimate: 3%
• Mastercard (MA) – Consensus next 12 months EPS: $15.75; EPS long-term growth estimate: 15%
• S&P Global (SPGI) – Consensus next 12 months EPS: $16.16; EPS long-term growth estimate: 14%
• Visa (V) – Consensus next 12 months EPS: $11.21; EPS long-term growth estimate: 13%

Health care

• Boston Scientific (BSX) – Consensus next 12 months EPS: $2.70; EPS long-term growth estimate: 13%
• Danaher (DHR) – Consensus next 12 months EPS: $8.05; EPS long-term growth estimate: 2%
• Eli Lilly & Co. (LLY) – Consensus next 12 months EPS: $22.17; EPS long-term growth estimate: 44%
• Stryker (SYK) – Consensus next 12 months EPS: $13.14; EPS long-term growth estimate: 8%

Industrials

• Cintas (CTAS) – Consensus next 12 months EPS: $4.32; EPS long-term growth estimate: 12%
• Eaton (ETN) – Consensus next 12 months EPS: $11.73; EPS long-term growth estimate: 13%
• GE Aerospace (GE) – Consensus next 12 months EPS: $4.85; EPS long-term growth estimate: 31%
• Parker-Hannifin (PH) – Consensus next 12 months EPS: $27.64; EPS long-term growth estimate: 13%

Information technology

• Apple (AAPL) – Consensus next 12 months EPS: $7.38; EPS long-term growth estimate: 9%
• Amphenol (APH) – Consensus next 12 months EPS: $2.05; EPS long-term growth estimate: 15%
• Broadcom (AVGO) – Consensus next 12 months EPS: $5.91; EPS long-term growth estimate: 19%
• Salesforce (CRM) – Consensus next 12 months EPS: $10.47; EPS long-term growth estimate: 18%
• Intuit (INTU) – Consensus next 12 months EPS: $19.32; EPS long-term growth estimate: 16%
• Microsoft (MSFT) – Consensus next 12 months EPS: $13.21; EPS long-term growth estimate: 13%
• Motorola Solutions (MSI) – Consensus next 12 months EPS: $14.20; EPS long-term growth estimate: 10%
• Nvidia (NVDA) – Consensus next 12 months EPS: $3.42; EPS long-term growth estimate: 30%
• Roper Technologies (ROP) – Consensus next 12 months EPS: $19.53; EPS long-term growth estimate: 10%

Materials

• The Sherwin-Williams Co. (SHW) – Consensus next 12 months EPS: $12.38; EPS long-term growth estimate: 8%