Chipotle Mexican Grill IncCiti names CMG as a most preferred stock in restaurant sub-sector
Citi has released its stock picks and pans for the second half of 2026, covering real estate, technology and communications, consumer, and healthcare sectors. The bank's year-end S&P 500 target of 8100 is driven by the AI-capex super cycle, according to strategist Scott Chronert. In real estate, most preferred REITs include WELL, PLD, and CPT, while BDN is least preferred. In technology and communications, favored names span sub-sectors such as internet with AMZN, GOOGL, and DASH, and semiconductors with AMD, TXN, and AMAT, while least preferred include OPTU, UNIT, and CCOI in communications infrastructure and QRVO, SWKS, and OLED in semiconductors. Consumer sector top picks feature CL, PG, and KO in beverages, and MCD, CMG, and BROS in restaurants, with KMB and CBRL among the least preferred. In healthcare, most preferred stocks include LLY, VRTX, and GILD in biotech and large cap pharma, and EW, ISRG, and SYK in medical technology, while BAX and XRAY are among the least preferred.
Chipotle Mexican Grill IncCiti names CMG as a most preferred stock in restaurant sub-sector
DoorDash, Inc. Class A Common StockCiti names DASH as a most preferred stock in internet sub-sector
Cracker Barrel Old Country StoreCiti names CBRL as least preferred in consumer sector.
Advance Auto Parts Inc
AutoZone Inc
Dutch Bros Inc
Carnival Corporation
Capri Holdings Ltd
Dick’s Sporting Goods Inc
Krispy Kreme Inc
National Vision Holdings Inc
Floor & Decor Holdings Inc
The Home Depot Inc
American Tower Corp
Box Inc
Cogent Communications Group Inc
Dropbox Inc
Datadog Inc
Equinix Inc
Fastly, Inc. Class A Common Stock
ZoomInfo Technologies Inc.
Health Catalyst Inc
Alphabet Inc Class CCiti lists GOOGL as most preferred in internet sub-sector, driven by AI-capex super cycle.
Advanced Micro Devices IncCiti names AMD as most preferred in semiconductors, driven by AI-capex super cycle.
Amazon.com IncCiti names AMZN as most preferred in internet, driven by AI-capex super cycle.
Adobe Systems Incorporated
Applovin Corp
Appian Corp
Ciena Corp
Sprinklr Inc
Gilead Sciences IncCiti names GILD as a most preferred stock in biotech and large cap pharma
Eli Lilly and CompanyCiti lists LLY as most preferred in biotech and large cap pharma.
Amylyx Pharmaceuticals Inc
ArriVent BioPharma, Inc. Common Stock
Charles River Laboratories
Cytokinetics Inc
Illumina Inc
Edwards Lifesciences CorpCiti names EW as a most preferred stock in medical technology
Baxter International IncCiti names BAX as least preferred in healthcare.
EyePoint, Inc
Henry Schein Inc
Colgate-Palmolive CompanyCiti names CL as a most preferred stock in consumer sector for H2 2026
Dollar General Corporation
Brandywine Realty Trust
Camden Property Trust
Intuitive Surgical IncCiti lists ISRG as most preferred in medical technology.
Applied Materials IncCiti names AMAT as most preferred in semiconductors, driven by AI-capex super cycle.
Transport International Holdings Ltd
AMC Entertainment Holdings Inc
HP Inc
CPT Technology Group Co Ltd