Mizuho has updated its Top Picks list, showcasing their analysts’ highest conviction, catalyst-driven ideas.
Following the June update, the revised list now includes new additions such as PayPal Holdings (NASDAQ), Oracle Corp. (NYSE), NEXTracker (NXT), Intra-Cellular Therapies (NASDAQ), Cigna Group (NYSE), DuPont de Nemours (NYSE), and Ventas (NYSE).
Mizuho analysts have highlighted the potential of PayPal’s newly introduced guest checkout solution, Fastlane. Citing their proprietary analysis, they believe that Fastlane could significantly boost transaction margin dollars, estimating an increase of $1.0 to $1.5 billion over the medium term. This projection is based on the $1.43 trillion annual e-commerce spend that Fastlane could address.
“This represents a 5-10% upside compared to 2023 levels. Additionally, we are encouraged by the stabilization in Branded Checkout trends across our analysis of two dozen of PYPL’s largest e-commerce partners,” they wrote.
“We find the valuation compelling and see an attractive risk/reward setup, as PYPL trades more than 1 standard deviation below its historical spread versus peers. As the Fastlane opportunity materializes, we believe PYPL should increasingly trade at a modest premium versus the legacy payments group,” they added.
Meanwhile, Oracle’s inclusion in the Top Picks list comes amid the stock’s robust performance and strategic advantages in the technology sector.
Analysts believe Oracle’s OCI (Oracle Cloud Infrastructure) offering is underappreciated by investors, citing its cost-effectiveness—33% cheaper than AWS for basic compute services.
They see the company as well-positioned to capitalize on the shift
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