Jefferies has some concepts for stocks that have just lately happy Wall Street. Desh Peramunetilleke, head of quantitative technique on the agency, appeared for names that have a market cap above $10 billion that have topped earnings estimates over the previous 4 quarters. The financial institution additionally appeared for corporations that noticed constructive earnings-per-share revisions inside three days of the studies. From there, Jefferies employed synthetic intelligence to search out corporations that had constructive suggestions from analysts throughout their earnings calls. Here are a few of the names that made the listing: Megacap know-how stocks Microsoft and Apple each made the listing. The pair are a part of the “Magnificent Seven,” a bunch that has been carefully watched by traders after main the market larger in recent times. Microsoft has outperformed the broader market this yr with a leap of round 21%. Wall Street sees extra room to run: The common analyst polled by LSEG has a purchase score and value goal implying greater than 18% upside. Apple, alternatively, has tumbled shut to eight% to this point in 2025, on monitor for its first shedding yr in three. While the standard analyst additionally has a purchase score, their value goal implies upside of simply greater than 2%. MSFT AAPL YTD mountain Microsoft and Apple, yr so far Beyond tech, Johnson & Johnson additionally made the listing. Shares of the health-care firm have soared virtually 23% in 2025, reversing course after two straight shedding years. The inventory hit a brand new 52-week excessive in Tuesday’s session. However, Wall Street is not so optimistic in regards to the street forward. A slight majority of analysts polled by LSEG have a maintain score and value goal implying the inventory can fall marginally over the following yr.