TLDR
- Mizuho Securities unveiled its July favorites, featuring Robinhood, Erasca, EyePoint, Encompass Health, and Corteva
- Robinhood shares jumped 8.4% midweek; Mizuho assigns an Outperform rating with $115 target
- Micron leads Mizuho’s semiconductor selections with $1,375 price target following extraordinary Q3 performance
- Oracle receives $320 price target from Mizuho, with artificial intelligence positioned as major growth catalyst
- Micron’s upcoming September 29, 2026 earnings coincide with critical HBM contract pricing negotiations
Mizuho Securities unveiled its curated selection of top investment opportunities for July on Thursday, introducing five fresh names spanning multiple industry sectors. The featured selections encompass Robinhood Markets, Erasca, EyePoint, Encompass Health, and Corteva.
Robinhood stock jumped 8.4% during Wednesday’s session and extended gains by an additional 3% in Thursday’s premarket activity, touching $111.99. Mizuho’s Dan Dolev assigned the stock an Outperform rating alongside a $115 price objective.
Dolev characterized Robinhood as having “captured the zeitgeist of a generation” while persistently introducing innovative product offerings. He highlighted global expansion initiatives, prediction market ventures, and futures trading capabilities as primary catalysts for future growth.
Mizuho also emphasized that Robinhood’s strategic acquisition of TradePMR effectively mitigates worries about customer migration toward conventional financial advisory services.
Micron Maintains Leading Position Following Earnings-Driven Decline
Micron secured Mizuho’s top position within the semiconductor category. The equity skyrocketed over 15% on June 24 following third-quarter earnings disclosure of $25.11 per share, substantially exceeding consensus estimates of $20.98. Revenue reached $41.46 billion, significantly surpassing Wall Street’s anticipated $35.91 billion.
This revenue performance marked a remarkable 345.8% year-over-year increase from the comparable prior-year period. Micron subsequently retreated 6.7% during Friday trading on approximately double its typical volume.
Mizuho elevated its price objective from $1,150 to $1,375. Additional analyst firms issued upgrades, with Susquehanna establishing a $2,000 target and Needham setting $1,650. Among 39 analysts tracking the company, 31 maintain Buy recommendations.
Vijay Rakesh, Mizuho analyst, projected sustained memory demand strength extending through 2027, predominantly fueled by artificial intelligence applications. He designated Micron as a “key winner” within the semiconductor landscape.
Apple’s CEO Tim Cook recently characterized the memory shortage as a “once in a century flood.” Elon Musk amplified his remarks, describing the capacity deficit as “insane.”
Digitimes forecasts suggest HBM pricing could escalate to 2.5 times current 2026 levels during upcoming annual supply negotiations. These discussions occur each fall season, with Micron’s September 29 earnings release strategically positioned within this negotiation timeframe.
Oracle Strategically Positioned for AI Growth Wave
Oracle completes Mizuho’s distinguished selections within the software industry. Siti Panigrahi, Mizuho analyst, maintains an Outperform assessment with a $320 price objective. Oracle shares declined 2.8% Wednesday to $142.50, before recovering 1.3% during Thursday’s premarket session.
Mizuho highlighted Oracle’s comprehensive AI infrastructure spanning database technology, infrastructure solutions, and application frameworks as positioning the company favorably for sustained artificial intelligence adoption trends.
The investment firm projects AI-driven revenue will generate 34% annual operating income expansion through fiscal year 2030. Mizuho acknowledged Oracle will potentially require additional capital infusions to support this aggressive AI investment strategy.
Micron’s Q4 2026 guidance projects $30.00 to $32.00 earnings per share, exceeding Wall Street consensus. All 25 analyst revisions recorded during the previous 90-day period have trended upward.
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