Wolfe Research refreshes high-conviction ideas heading into H2

NaomiBusiness2025-07-0277612

Investing.com -- Wolfe Research has updated its Alpha List, adding Targa Resources (NYSE:TRGP), M&T Bank (NYSE:MTB), and Warner Music Group (NASDAQ:WMG), while removing Energy Transfer (NYSE:ET), Kinsale Capital, and Netflix (NASDAQ:NFLX) in a strategic rotation based on near-term catalysts and valuation.

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Wolfe analysts added Targa as the firm’s preferred way to play U.S. liquids-focused infrastructure.

“We expect continued well above average growth now at a discount valuation,” they said, replacing Energy Transfer, which has seen less relative upside.

The firm also swapped out Kinsale Capital for M&T Bank, citing near-term growth headwinds for KNSL.

“We continue to see meaningful long-term value [in KNSL], but believe persistent decelerating top-line growth headwinds may add NT pressure.”

Meanwhile, M&T Bank is expected to benefit from “low-single digit revenue growth, better-than-expected operating efficiency, top-of-the-class credit, and capital optionality.”

Warner Music Group replaces Netflix on the list, as Wolfe sees WMG poised to ease investor concerns in 2026 and benefit from a robust music industry outlook.

“Music industry growth and labels’ share remain robust, and WMG looks set to accelerate,” the note said. With shares trading at a steep discount to rival Universal Music Group (AS:UMG), Wolfe estimates 12-month upside of +21% and a +24% total shareholder return.

Among existing Alpha List names, Wolfe continues to favor Amazon (NASDAQ:AMZN), Micron (NASDAQ:MU), Twilio (NYSE:TWLO), and Walmart (NYSE:WMT). Overall, Wolfe favors a mix of growth and value as the second half of 2025 begins.

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George

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2025-07-02 23:16:59 reply
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2025-07-02 23:17:15 reply
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2025-07-02 23:17:29 reply
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2025-07-04 06:04:05 reply
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2025-07-04 06:04:20 reply
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Wolfe Research updates its top-tier investment strategies with renewed confidence, poised to drive results in the second half of 20XX.

2025-07-08 19:53:41 reply
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2025-07-08 19:53:56 reply
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2025-07-08 19:54:10 reply
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2025-07-14 11:09:46 reply
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2025-07-14 11:10:01 reply
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2025-07-14 11:10:17 reply
Amaris

Wolfe Research's recent refreshment of its high-conviction ideas marks a strategic endeavor toInvalidOperationException efficiently navigate the changing market landscape heading into H2, demonstrating proactive thinking and determination for continued growth.

2025-07-22 19:43:37 reply

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