U.S. Analyst Focus List: Current Snapshot (21-SEP-26)

Each month, J.P. Morgan asks its equity analysts to share their top ideas aligned with four investment strategies: growth, income, value, and short ideas. The Analyst Focus List (AFL) is not a model portfolio; each monthly publication is a complete refresh that replaces prior editions. This report is the current snapshot of the U.S. Analyst Focus List as of 21 September 2026, covering dozens of U.S. companies across Capital Goods/Industrials, Consumer, Energy, Financials, Healthcare, Materials, Media & Telecom and Technology. For each stock it lists sector, company name, ticker, strategy, covering analyst, rating, market cap, Focus List add date and add price, close on 09/18/2026, price target and price target end date, upside to target, total return and performance relative to the S&P 500. Stocks may be added or removed mid-month, with removals occurring when a valuation target is largely or wholly achieved or the original rationale is no longer valid. The report also discloses the la