Mizuho has added a company with 125% growth potential to its top picks. Who is the new favorite?

Shares of software provider Oracle have made Mizuho Securities’ list of the most promising investment ideas for July, according to Barron’s. Mizuho expects the stock to more than double in value. In addition, the bank’s analysts named shares of chipmaker Micron as the top pick among rapidly growing chip manufacturers.

On Thursday, July 2, Mizuho released its list of stocks it considers the “top picks” for this month, Barron’s reported. The financial group considers Oracle the most attractive stock in the software sector. Analyst Citi Panigrahi recommends buying the stock with a price target of $320. This implies a nearly 125% increase in the company’s stock price.

Software developers’ stocks have mostly declined this year due to investors’ concerns about the threat artificial intelligence poses to their businesses. But Mizuho has chosen Oracle because of its ability to capitalize on the opportunities presented by AI, according to Barron’s.

“Oracle’s end-to-end AI stack, which spans databases, infrastructure, and applications, positions the company as a key long-term beneficiary of the adoption of artificial intelligence,” Panigrahi wrote.

Mizuho forecasts that AI-related revenue will drive 34% annual growth in the company’s operating profit through fiscal year 2030. However, Oracle will likely need to raise additional capital to finance its AI expenditures, the bank warned.

Oracle shares fell 1.8% during trading on July 2, while they have lost 29% of their value since the beginning of 2026.

— Among other favorites on Mizuho’s list of top investment ideas is Micron in the semiconductor and automotive technology sectors. Mizuho analyst Vijay Rakesh recommends buying Micron shares with a target price of $1,375. This implies a 33% increase in the stock price.

Rakesh noted that demand for the memory chips produced by Micron is expected to remain high through 2027, and that the company will maintain its status as a “key winner” in the sector. “We see that Micron and other key memory suppliers are benefiting from strong short-term ‘tailwinds’ (positive factors — Oninvest), driven primarily by demand for AI,” Rakesh wrote.

Micron shares fell more than 6% during Thursday's trading session, but are up 240% compared to early January.

— In addition, shares of online brokerage Robinhood were named a top pick because the company has “captured the spirit of an entire generation” and continues to successfully launch new products, said Mizuho analyst Dan Dolev. He maintains a “buy” rating on the company’s stock and a price target of $115. This target implies a price increase of nearly 6%.

Analysts believe that the key drivers for the stock are international expansion, the popularity of prediction markets, and the ability to trade futures and “event contracts.”

“Investors have historically been concerned about the risk of Robinhood users ‘churning’ (that is, leaving Robinhood to go to a financial advisor),” Dolev wrote. “We believe the company has done an impressive job of mitigating these factors through its acquisition of TradePMR (a marketplace for financial advisors), as well as through its continued strong execution of its plan to develop comprehensive financial services.”

During trading on July 2, Robinhood shares rose 3%; over the past three months, they are up 63%, but year-to-date, they are down 1%.

— Mizuho's list also includes the healthcare companies EyePoint, Erasca, and Encompass Health, as well as Corteva, a developer of agricultural technologies, according to Barron's.

This article was AI-translated and verified by a human editor