Market Insider

21 Stock Picks to Buy From Deutsche Bank’s Quarterly ‘Fresh Money’ List

When Deutsche Bank publishes the quarterly update to its “Fresh Money” stock list, it’s a good idea to pay attention.

The basket of stocks has beaten the benchmark S&P 500 by 32 percentage points since its inception in 2017.

With the market destabilized by the Iran war, the firm still sees opportunities for stock-pickers.

Here are the newest names added to Deutsche’s conviction call list, spanning sectors that include consumer, financials, healthcare, industrials and TMT (technology, media and telecommunications).

Colgate-Palmolive

Deutsche analyst Steve Powers maintains a $98 price target for this consumer staples leader, citing a strong global presence. He noted that in his team’s view, Colgate is making the right investments and demonstrating smart long-term priorities.

Starbucks

Starbucks stock has been highly volatile over the past year, but analyst Lauren Silberman still maintains a Buy rating and a $114 price target. She also noted that the company seems to be making the right investment, suggesting significant upside in both the medium and long term.

Equitable Holdings
Analyst Cave Montazeri added this financial services firm to the list with a $58 price target, noting that it has been unfairly punished by the market due to its private credit exposure. They highlighted Equitable’s recent merger with Corebridge Financial as a likely value-unlocking catalyst.

East West Bancorp
This banking stock has performed extremely well over the past year and analyst Bernard Von Gizycki thinks it has more room to run, maintaining a price target of $113. In his team’s view, East West Bancorp is likely to outperform its competitors thanks to a strong balance sheet and robust capital reserves.

Huntington Bancshares
Deutsche’s Matt O’Connor maintains a $22.50 price target on this regional banking stock, highlighting Huntington as an undervalued growth play with organic growth that has significantly outpaced its peers, a trend he doesn’t expect to cease.

PennyMac Financial Services
Analyst Mark DeVries sees a significant comeback ahead for PennyMac, a financial services stock that plunged in February 2026 on a weak earnings report. He maintains a $150 price target, stating that Wall Street isn’t pricing in the company’s conservative guidance recast.

SL Green Realty
Some investors may be worried about the impact of AI on real estate but Deutsche’s Peter Abramowitz thinks this REIT should ease any fears, even after share prices have declined 37% over the past year.

He thinks the focus should be on SL Green’s execution in capital markets and strong leasing dynamics, both of which support his $44 price target.

Visa
Analyst Nate Svensson provided several reasons for his $410 price target on Visa stock. He sees the credit card giant as moderately insulated from negative AI impacts, at least in the medium term. Additionally, thinks Visa will be among the beneficiaries of the ongoing cash-to-digital adoption.

Apogee Therapeutics
Unlike some of Deutsche’s new high conviction stocks, Apogee has shaken off early 2026 volatility and is up 12% year-to-date. Analyst David Hoang holds a $118 price target on the stock, citing treatment opportunities for Apogee’s products in both atopic dermatitis and asthma.

CVS Health Corporation
Deutsche analyst George Hill sees CVS stock as the most likely top performer in the healthcare sector’s MCO (managed care organization) Group. He maintains an $88 price target, highlighting the company’s strong margin expansion across multiple areas.

Option Care Health
This infusion therapy stock spent all of March 2026 trending downward, due in part to headwinds caused by scrutiny on Stelara, a drug made by Janssen Biotech, one of Option Care’s partners. Analyst Pito Chickering says any concerns around it are overblown, though, maintaining a $38 price target.

Thermo Fisher Scientific
Clinical research stock Thermo Fisher has struggled in 2026 following an earnings miss in January. However, analyst Justin Bowers maintains a bullish $665 price target, stating that investors should take Thermo Fisher management’s conservative guidance as a positive indicator.

Delta Air Lines
It hasn’t been an easy start to the year for air travel stocks and Delta Air Lines is no exception. But analyst Michael Linenberg, who maintains a $95 price target, sees it as the best positioned stock to survive the rising fuel costs caused by the Iran war due to its diversified revenue streams and extremely strong balance sheet.

ESCO Technologies
Analyst Scott Deuschle maintains a $350 price target on this industrial materials supplier, even though ESCO stock is already up 50% year-to-date. He expects it to deliver high sales growth due to demand from commercial and grid infrastructure clients, as well as the US Navy.

Intuitive Machines
This space exploration stock has been in focus recently as momentum builds for the SpaceX IPO. As the space race continues escalating, analyst Edison Yu maintains a $22 price target on the company, noting that it has multiple catalysts coming up and appears tactically set up for growth.

PPG Industries
A paint supplier like PPG might not seem well-positioned for growth in a tariff-driven economy. But analyst David Begleiter still holds a $130 price target, noting that he thinks the company’s price increases will be enough to offset any incurred raw material costs pushed up by inflation.

Rivian
Rivian stock fell hard in March when the electric vehicle maker’s R2 SUV came in higher than expected, disappointing consumers. But Yu maintains a $23 price target and predicts the stock can still outperform its peers as it is more insulated from macro volatility than other automakers.

Waste Connections
Waste Connections may be one of the largest companies in its industry but it has still struggled considerably in 2026. Analyst Faiza Alwy maintains a $211 price target based on high earnings-driven upside potential and thinks it can benefit when commodity prices start to recover.

Xylem
Analyst Andrew Krill thinks this little-known water technology stock has a compelling valuation and can easily achieve its 2026 guidance. He maintains a $160 price target on Xylem, citing the potential for “idiosyncratic” margin expansion growth.

Applied Materials Corporation
This semiconductor equipment manufacturer has benefited significantly from the AI boom, rising more than 140% year-to-date. Analyst Melissa Weathers calls Applied Materials an appealing opportunity in the AI infrastructure space with a better price than its peers, maintaining a $450 price target.

Broadcom
Analyst Ross Seymore thinks this AI chipmaker has been a victim of valuation compression though he believes this trend will reverse soon, justifying his $430 price target. He maintains that Broadcom’s growth drivers and history of strong execution will help it outperform its peers in 2026.

Share with your friends!

Leave a Reply

Your email address will not be published. Required fields are marked *

Get the latest stocks updates
straight to your inbox

Subscribe to our mailing list and get interesting stuff and updates to your email inbox.

Thank you for subscribing.

Something went wrong.