From Investing.com: 2024-06-04 03:57:20

Goldman Sachs recently added five new stocks to its ‘US Conviction List – Director’s Cut,” including Edwards Lifesciences, Enphase Energy, Sempra Energy, Teradyne, and Brixmor Property Group.
Analysts are bullish on Edwards Lifesciences due to its successful product cycle transition and potential market expansion with its TAVR product line.
Enphase Energy’s inclusion is based on a revenue rebound in the California market and growth in its home battery segment.
Sempra Energy’s growth prospects look promising, especially with the benefits expected for its Texas utility, Oncor.
Teradyne is expected to see a sales inflection point, with potential earnings tailwinds from various factors.
First Solar, Southern Company, Target Corporation, and Simon Property Group were removed from the list in the latest update.



Read more at Investing.com: Goldman Sachs updates US Conviction List for June By Investing.com