07.06.2025

Top Stock Recommendations from Jefferies: Cross-Industry Growth Opportunities

Overview of Recommendations

The analysts at Jefferies have currently identified 28 top stocks with partly very high upside potential and recommend them for investors. The selection includes companies from various sectors, including energy, industrial equipment, and healthcare. These recommendations are particularly relevant for private investors and small investors, as they specifically target stocks with attractive growth prospects.

Industry Diversity

  • Energy: For instance, Expand Energy (US30250E1047)
  • Industrial Equipment: Flowserve (US34354P1057)
  • Healthcare: GE Healthcare (US36266G1076)

The complete list includes a total of 28 companies that, according to Jefferies, offer above-average potential for price increases.

Special Individual Assessments

Rhythm Pharmaceuticals

  • Recommendation: Buy recommendation is confirmed
  • Target Price: $80 (current price: about $64)
  • Reasoning: Impressive gross profit margins of nearly 90% and a return of over 60% last year. Significant clinical developments are expected in the second half of the year, which could significantly expand the business field.

Pernod Ricard

  • Recommendation: Buy recommendation remains intact
  • Target Price: €120
  • Reasoning: Strategic focus on growth-oriented brands through active portfolio management. Attractive P/E ratio of about 15 and a dividend yield of nearly 5%.

Boeing

  • Recommendation: “Buy”
  • Target Price Increase: From $230 to $250
  • Reasoning: Improved delivery figures for large aircraft in May; positive development compared to the first quarter.

Relevance for Investors

Jefferies emphasizes that many of these stocks are currently undervalued or offer high price potential due to specific company developments. For private investors, this can be an opportunity to invest in solid companies with good growth prospects – especially in the context of volatile markets and the search for yield-generating investments.

The recommendations are based on detailed analyses of company figures such as profit margins, dividend yields, and strategic developments within the respective industries.

Summary Table

Company ISIN/Stock Code Industry Target Price/Status
Expand Energy US30250E1047 Energy
Flowserve US34354P1057 Industry
GE Healthcare US36266G1076 Healthcare
Rhythm Pharmaceuticals NASDAQ:RYTM Biotech Buy / $80
Pernod Ricard Spirits Buy / €120
Boeing NYSE:BA Aviation Buy / $250

Note: Not all details on all recommended stocks have been released; the table exemplarily shows some highlights.

These recommendations can serve as guidance – especially for investors specifically looking for stocks with high upside potential.