Observed Signal · May 23, 2026 · Analyst Report · Source: CNBC Investing · Impact: 2/5 · Sentiment: Positive
Bank of America Names Stocks With June Upside
Published May 23, 2026, Bank of America analysts identified several buy-rated stocks they believe have meaningful upside heading into June. The firm highlighted Visa, Zeta Global, Sprouts Farmers Market, United Rentals and Citigroup. Bank of America analyst Robert Ohmes raised Sprouts’ price target to $100 and cited strong sales, margins and loyalty-program momentum. Michael Feniger reinforced a bullish view on United Rentals after investor meetings that underscored management confidence entering construction season. Matt Bullock reinstated coverage of Zeta Global with a $24 price target, describing it as a hybrid between adtech and martech that pairs proprietary consumer data with direct ad execution. The piece also notes recent stock performance snapshots and Bank of America’s view that Citigroup could re-rate as investor confidence improves.
The piece reports Bank of America analyst recommendations and price-target changes that can influence investor interest in several public companies; it is notable for highlighting an adtech/martech company (Zeta Global) but is not a major industry-shifting announcement.
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Key Takeaways & Evidence Grounding
- Bank of America analysts flagged Visa, Zeta Global, Sprouts Farmers Market, United Rentals and Citigroup as buy-rated opportunities ahead of June.
- Analyst Robert Ohmes raised Sprouts Farmers Market's price target to $100 from $92, citing robust sales, margins and loyalty-program upside.
- Analyst Michael Feniger said United Rentals' management is confident entering construction season and that the company’s competitive position is strengthening.
- Analyst Matt Bullock reinstated coverage of Zeta Global with a $24 price target, calling it 'misunderstood & mispriced' and positioned between adtech and martech.
- Bank of America said Citigroup could re-rate toward 1.5x price-to-tangible-book-value as confidence in its competitiveness and profitability improves.
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Bank of America Names Stocks to Buy Before Earnings
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