Analyst Stock Picks in Early August: Buy Recommendations Based on Earnings and Valuation

애널리스트 | Sun Aug 02 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 sources

Investment ideas featuring stocks with attractive earnings and valuations including Expedia, Eli Lilly, and McDonald's.

Analysis

[Eli Lilly] presented outlook for reaching $2 trillion market cap by 2031 ^[4]

• Strong growth momentum of GLP-1 market leader tirzepatide
• Mounjaro and Zepbound leading diabetes and obesity markets
• Potential to reach $62 billion in annual revenue by 2030
• Pipeline expansion expected including retatrutide

[McDonald's] highlighted valuation appeal with 21% decline from 52-week high ^[3]

• Current stock price $270.64
• PER approximately 22x
• Provides dividend yield of 2.7%
• Global same-store sales growth for 4 consecutive quarters
• 45% operating margin based on franchise structure

[Expedia] attempting to break out to new highs, strong breakout imminent ^[1]

• Featured as an IBD Big Cap 20 related stock
• Technical breakout signal as it approaches new highs

[Carnival] detected bearish bets through unusually active $27 put option trading ^[2]

• Abnormally active put option trading captured
• Bearish positions concentrated in $27 strike puts

[Bank of America Recommended Earnings Plays] presented stocks with high upside potential ahead of earnings announcements ^[5]

• Released buy recommendation list ahead of earnings announcements
• Selected stocks with substantial upside potential

[S&P 500 Undervalued Stocks] highlighted undervalued stocks with the greatest upside potential heading into August ^[6]

• Selected S&P 500 stocks with strong valuation appeal
• Spotlighting stocks with the greatest upside potential

Sources

• [1] Expedia Travels To A New High; Is A Strong Breakout Looming? - Yahoo Finance
• [2] Carnival’s Unusually Active $27 Put Signals a Bearish Bet — Here’s How to Trade It - Yahoo Finance
• [3] McDonald's Sits 21% Below Its High and 4% Above Its 52-Week Low. The Dividend Yields 2.7%. - The Motley Fool
• [4] Prediction: Eli Lilly Will Be Worth $2 Trillion by 2031 - The Motley Fool
• [5] Buy these stocks ahead of earnings. Bank of America says they offer plenty of upside - CNBC Investing
• [6] These are the cheapest S&P 500 stocks with most upside as August approaches - CNBC Investing