JPMorgan has published an updated list of top ideas from its analysts as the new trading month begins. April was a strong month for Wall Street as all three major indexes ended the month higher. The S&P 500 and Nasdaq Composite Index also posted their biggest monthly gains since 2020. Each month, JPMorgan analysts compile the top plays related to one of the investment themes: growth, income, value, or short. This month, the bank added digital banking solutions company Q2 Holdings, while removing Alkami and Huntington Bancshares. Below are the 10 companies on that list. In the second quarter, the stock was down nearly 30% in 2026, after falling more than 28% last year. But Wall Street is predicting a rebound on the horizon. The average analyst surveyed by LSEG rates the stock a Buy, and the consensus price target suggests an upside of over 47%. The financial technology company on Wednesday reported first-quarter adjusted EBITDA and revenue that beat analysts’ expectations, according to FactSet. The second quarter also provided stronger than expected guidance for adjusted EBITDA for the quarter and full year. Caterpillar is also on the list. Shares rose nearly 10% on Thursday alone after the manufacturing equipment maker beat street expectations in both areas in the first quarter. With this increase, the Dow Jones Industrial Average will rise more than 55% in 2026, aiming for its eighth straight year of winning. Half of the analysts surveyed by LSEG rate it a “buy” or “strong buy,” while their average price target suggests a decline of more than 12% next year. 2026 CAT YTD Mountain Caterpillar Budget retailer Dollar Tree is also on JPMorgan’s list. The stock has fallen 23% so far this year, rising more than 64% in 2025 before reversing. Typical analyst price targets suggest a 30% rebound over the next 12 months, according to LSEG. Still, the majority of analysts have an affirmative rating on the stock.
