BofA Rolls Out "Top 10 Ideas" for 1Q26 Across Key Sectors

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2026.01.02 19:21
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Bank of America has released its "Top 10 Ideas" for 1Q26, featuring nine Buy-rated stocks and one Underperform. The list includes Amazon, Boeing, Cigna, Constellation Energy, Dollar General, Equinix, Merck, Spotify, and Vertex Pharmaceuticals, with Lennar as the Underperform. The selections are driven by anticipated market catalysts, including AI infrastructure and healthcare legislation. However, BofA's strategist warns of high S&P 500 valuations, indicating a challenging market ahead, while highlighting Health Care, IT, and Real Estate as attractive sectors.