Key Takeaways
- Mizuho’s July selection features Robinhood, Erasca, EyePoint, Encompass Health, and Corteva as highlighted stocks
- Robinhood shares climbed 8.4% midweek; Mizuho maintains Outperform status with $115 target price
- Micron leads Mizuho’s semiconductor selections with $1,375 target following exceptional Q3 performance
- Oracle carries $320 price objective from Mizuho, leveraging AI capabilities for sustained expansion
- Micron’s upcoming September 29, 2026 earnings release coincides with critical HBM pricing negotiations
Mizuho Securities unveiled its curated selection of premier investment opportunities for July this Thursday, introducing five fresh recommendations spanning multiple industries. The roster features Robinhood Markets, Erasca, EyePoint, Encompass Health, and Corteva.
Robinhood stock gained 8.4% during Wednesday’s session and extended gains by an additional 3% before Thursday’s opening bell, hitting $111.99. Mizuho’s Dan Dolev assigned the trading platform an Outperform designation alongside a $115 valuation target.
Dolev highlighted how Robinhood has successfully “captured the zeitgeist of a generation” while maintaining momentum through continuous product innovation. He identified global market penetration, prediction marketplace offerings, and derivatives trading as primary catalysts for future expansion.
Mizuho additionally emphasized that Robinhood’s TradePMR acquisition strategically mitigates risks associated with customer migration toward conventional wealth management services.
Micron Maintains Leadership Despite Recent Correction
Micron holds Mizuho’s premier position within semiconductor coverage. Shares skyrocketed more than 15% on June 24 following third-quarter results showing earnings of $25.11 per share, substantially exceeding the $20.98 consensus. Revenue reached $41.46 billion, dramatically surpassing Wall Street’s $35.91 billion projection.
This revenue performance marks a remarkable 345.8% year-over-year improvement. Micron subsequently retreated 6.7% Friday on approximately twice typical trading activity.
Mizuho elevated its valuation from $1,150 to $1,375. Competing analysts responded with their own upgrades, notably Susquehanna reaching $2,000 and Needham establishing $1,650 targets. Among 39 analysts tracking the company, 31 maintain Buy recommendations.
Vijay Rakesh projects robust memory demand persisting through 2027, predominantly fueled by artificial intelligence applications. He positioned Micron as a “key winner” within this segment.
Apple’s Tim Cook recently characterized the memory supply situation as a “once in a century flood.” Elon Musk amplified these observations, describing the capacity shortfall as “insane.”
Digitimes analysis suggests HBM pricing could escalate to 2.5 times current 2026 benchmarks during upcoming annual contract discussions. These negotiations typically occur each fall, perfectly aligning with Micron’s September 29 earnings announcement.
Oracle Capitalizes on AI Infrastructure Demand
Oracle completes Mizuho’s featured software sector recommendations. Siti Panigrahi maintains an Outperform stance with a $320 price objective. Oracle shares declined 2.8% Wednesday to $142.50, before recovering 1.3% in Thursday’s premarket activity.
Mizuho emphasized Oracle’s comprehensive AI technology portfolio spanning databases, cloud infrastructure, and enterprise applications positions the company advantageously for sustained artificial intelligence integration.
The firm anticipates AI-driven revenue will generate 34% annual operating income expansion through fiscal 2030. Mizuho acknowledged Oracle will probably require additional capital infusions to support this AI infrastructure investment.
Micron’s Q4 2026 outlook projects $30.00 to $32.00 in earnings per share, exceeding current Street estimates. All 25 analyst adjustments during the previous 90 days reflect upward revisions.
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