Mizuho has expanded its Americas Top Picks list for September, adding four new names that reflect the firm’s highest-conviction ideas across multiple sectors. The new additions are Life Time Group Holdings (LTH), International Flavors & Fragrances (IFF), S&P Global (SPGI), and Oracle (ORCL).
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They join existing large-cap names such as Walmart (WMT), Lowe’s (LOW), Broadcom (AVGO), and ConocoPhillips (COP).
Life Time Group Holdings — A Growth Play in Wellness
LTH is the first new addition. Mizuho analysts see Life Time as more than a gym, describing it as a premium health and wellness brand. With club-style facilities and added programs, the company has been seeing record member use and retention.
Analysts believe this will translate into sustained double-digit sales and EBITDA growth through 2027. They also note that the stock looks undervalued compared to peers and set a price target of $41.
IFF Shows Signs of Recovery
International Flavors & Fragrances also earned a spot on the list. The firm views IFF as a global leader in fragrances and food ingredients, supported by recurring demand and a more focused portfolio after recent divestitures.
Analysts highlight that volumes are picking up as customer destocking winds down, and they expect this recovery to continue driving momentum. On this basis, Mizuho issued a price target of $85.
S&P Global Strengthens Its Data and Ratings Edge
Mizuho also added S&P Global to the roster. Analysts highlighted the company’s dominant ratings business, valuable data assets, and ongoing growth in its Market Intelligence segment.
They called SPGI a “high-quality business” with a strong competitive moat and consistent pricing power. With profitability expected to improve further, Mizuho set a price target of $637.
Oracle Rides AI Momentum in Cloud Infrastructure
Finally, Oracle, atechnology company, was added to the Top Picks list. Analysts say the company is well placed to gain from the AI boom, thanks to its cloud business and powerful GPU systems that are used to train large AI models.
They noted that Oracle is seen as the “fourth hyperscaler,” which is driving strong demand for its services. Mizuho expects revenue to grow 28% each year through fiscal 2029 and projects operating income to rise 24% annually, much faster than the 3% pace from 2010 to 2020.
Notably, the company will announce its Q1 FY26 financial results tomorrow, September 9. Analysts expect the company to report earnings of $1.48 per share on revenues of $15.04 billion.
Which Is the Best Stock to Buy?
We used the TipRanks Stock Comparison Tool to see which of Mizuho’s new top picks looks most attractive to Wall Street. Investors should always do their own research before making investment decisions.
Among the four stocks, S&P Global has a Strong Buy rating from analysts, with about 16% upside potential. Both Life Time Group and IFF carry Moderate Buy ratings, with upside of 27% and 28%, respectively. Meanwhile, Oracle also has a Moderate Buy rating, but with a more limited 9% upside.
