JPMorgan refreshed its list of top analyst ideas for September. Although renewed tensions in the Middle East caused choppy trading in August, Wall Street posted broad gains, with the Dow Industrials rising more than 1% for its fifth straight monthly advance. The Nasdaq Composite and S&P 500 recorded their first monthly gains since May, climbing 3.9% and 2.6%, respectively, and both the S&P 500 and the Dow hit all‑time highs earlier in the month. Each month, JPMorgan analysts compile their favorite stocks across growth, income, value and short strategies, tailoring the picks to each approach—these selections may differ from the bank’s fundamental ratings. For September, the bank added Gaming and Leisure Properties and dropped EPR Properties. Below are ten of the stocks JPMorgan is highlighting. Take-Two Interactive was added to the growth list in August; the publisher owns Rockstar Games (creator of the Grand Theft Auto franchise), as well as 2K and Zynga. Analyst Bryan Smilek has set a $310 price target on the stock, implying roughly 43% upside from Tuesday’s close. Rockstar opened pre‑orders in June and released an extended look on Netflix, its official YouTube channel and the Grand Theft Auto VI site in late August. Take-Two reiterated its fiscal 2027 net bookings forecast of $8 billion to $8.2 billion, reflecting anticipation for the November 19 launch of Grand Theft Auto VI. According to Sensor Tower, the game had already amassed about 4.9 million pre‑orders by August 31. Shares are down 15% in 2026. Gaming and Leisure Properties, a Pennsylvania‑based REIT that owns casino properties and leases them to gaming operators under triple‑net arrangements, is the newest addition to the income strategy. JPMorgan notes the stock’s dividend yield in the mid‑7% range is “relatively safe.” Analyst Anthony Paolone rates the shares overweight, expecting earnings growth to outpace direct peers, and has a $51 price target, implying about 22% upside. The REIT’s second‑quarter revenue rose 9% year‑over‑year to nearly $431 million, and its board recently declared a third‑quarter dividend of $0.82 per share, up from $0.78 a year earlier. Shares are off more than 6% in 2026, and the current dividend yield stands at roughly 7.5%. Other names featured on the September list include Walmart, Amazon and Eli Lilly & Company.
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