If you’re looking for the best global stock picks to consider as we head into the second half of the year, you’re in luck. Jefferies, a leading investment firm, has compiled a list of its top high-conviction stocks with a buy rating that are worth keeping an eye on.
At Extreme Investor Network, we believe in providing you with valuable insights to help you make informed investment decisions. That’s why we’re excited to share Jefferies’ best ideas list, which includes top global equity picks aligned with themes of secular innovation and disruption, structural change, and product cycles and pricing power. These stocks span regions across the United States and Latin America, Europe, the Middle East and Africa, and the Asia-Pacific.
One standout pick highlighted by Jefferies is ASML, a company that has seen impressive growth of 35.8% this year. Analyst Janardan Menon believes there is more room for outperformance, with a price target of 1,260 euros representing a potential 22.6% upside from the current price. The firm is confident in ASML’s revenue outlook for 2025, particularly in the AI infrastructure build-out.
ConocoPhillips is another top idea in the structural change category. Despite being down 1.8% this year, analyst Lloyd Byrne sees potential for a turnaround, citing the company’s recent acquisition of Marathon Oil as a catalyst for increased earnings and free cash flow.
Digital Realty, a data center real estate investment trust, is also worth considering in the product cycles and pricing power category. Analyst Jonathan Petersen sees potential for a 24% increase in the stock price, driven by the growing rate of data center chip sales.
These are just a few of the top picks from Jefferies’ best ideas list. At Extreme Investor Network, we believe in providing you with unique and valuable information to help you navigate the complex world of investing. Stay tuned for more insights and recommendations to help you achieve your financial goals.