Bank of America says these 'compelling' stocks are going higher
CNBC Top News ·

Bank of America named a host of stocks that the firm said are too attractive to ignore. The investment bank said it's bullish on stocks like Yum China and that investors should take advantage of any …
Bank of America named a host of stocks that the firm said are too attractive to ignore. The investment bank said it's bullish on stocks like Yum China and that investors should take advantage of any weakness. Other buy-rated names the firm likes include Bath & Body Works, Church & Dwight, Aramark and Taiwan Semiconductor. Yum China Stay calm and buy the stock now, analyst Chen Luo said recently of Yum China. "We attribute the weakness mainly to flows, rather than fundamentals, amid the recent bifurcation of AI vs. everything else," he wrote. The firm said its checks show same-store sales growth trending higher for brands Yum China owns, like KFC and Pizza Hut in China. Luo also said the company has wisely resisted suitors' overtures to merge and that makes it financially sound with a "compelling" risk/reward. "We see a particularly attractive buying opportunity post the sell-off and reiterate our Buy rating," he said. The stock is down 10% in 2026. Aramark Analyst Curtis Nagle said the food services and facilities management company is well positioned to be a data center beneficiary. "Aramark has established a first mover advantage with its Nexus platform launch, which leverages deep experience in remote facilities services and an initial hyperscaler win totaling several hundred million in revenue," he wrote. Nexus is the company's new platform , which aims to provide hospitality and workforce support services for hyperscale artificial intelligence data centers. …
Original source: CNBC Top News
Mentioned
NEXUS · China · Amazon · Pizza Hut · Bank of America · Taiwan Semiconductor