economy
Deutsche Bank's Top Investment Ideas for the Third Quarter of 2026
The third quarter is about to kick off after strong first half for stocks, with Deutsche Bank seeing strong performances ahead for a select group of names.
TL;DR
- Deutsche Bank's analysts have selected 41 stock ideas for the third quarter, spanning sectors like AI, healthcare, and industrials.
- The bank's "Fresh Money" list, refreshed quarterly, aims to identify top investment ideas for the next 12 months.
- This list has historically outperformed the S&P 500, achieving a 387% return since Q3 2017.
- Key picks include Oracle, with a buy rating and $300 price target, driven by AI infrastructure and cloud businesses.
- Starbucks is also recommended with a buy rating and $120 price target, focusing on customer experience and cost infrastructure improvements.
- AppLovin is highlighted as a unique internet asset with potential driven by gaming, advertising, and AI, holding a buy rating and a $660 price target.
- Other stocks mentioned are Ralph Lauren, Humana, Wyndham Hotels, and American International Group.