JPMorgan has named Broadcom and NetEase as two Strong Buy picks for the latter half of 2026. Analyst Harlan Sur reiterated an Overweight rating on Broadcom with a $580 price target, implying about 56% upside, driven by an AI backlog expected to top $150 billion in 2027. Analyst Daniel Chen rates NetEase Overweight with a $185 price target, roughly 47% above the current price, citing a cheap valuation and optimism around the upcoming game Sea of Remnants. NetEase also completed a dual primary listing on the Hong Kong Stock Exchange, making it eligible for Stock Connect, which could unlock demand from mainland Chinese investors. Both stocks already carry Strong Buy consensus ratings from the broader Wall Street analyst community.
NetEase IncJPMorgan rates Overweight with $185 price target, citing cheap valuation and optimism for upcoming game.
Broadcom IncJPMorgan reiterated Overweight rating with $580 price target, implying 56% upside, driven by AI backlog.
JPMorgan Chase & Co