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Mizuho Securities added Oracle and six other stocks to its October 2026 Top Picks list, according to an October 8 report by Investing.com. The additions are EyePoint, Wyndham Hotels & Resorts, Establishment Labs, UnitedHealth Group, Air Liquide and Brixmor Property Group. Mizuho described its 25 picks across seven sectors as individual analysts’ top ideas—not a portfolio.
Which stocks did Mizuho add?
The reported list spans technology, health care, travel, industrial gases and retail property. The targets and reasoning below are Mizuho’s analyst views as summarized by Investing.com on October 8, 2026; they are not independent valuations or current price guidance.
| Company | Ticker | Reported target | Reported thesis or catalyst |
|---|---|---|---|
| Oracle Corporation | ORCL | $320 | AI cloud demand, weighed against financing needs and potential margin pressure |
| EyePoint Inc. | EYPT | $39 | Expected result from a late-stage Duravyu trial for wet age-related macular degeneration |
| Wyndham Hotels & Resorts | WH | $108 | Expected improvement in net room growth and fees |
| Establishment Labs Holdings | ESTA | $105 | US launch progress for Motiva implants |
| UnitedHealth Group | UNH | $493 | Medicare Advantage star ratings, quarterly results and the 2026 midterm elections |
| Air Liquide SA | AIRP | €200 | Electronics backlog and the company’s recent investor day |
| Brixmor Property Group | BRX | $30 | Redevelopment projects and a planned grocery-center acquisition |
Targets are stated in the currencies reported. Investing.com’s account did not provide a comparable prevailing share price for every company, so the targets alone do not establish expected upside. It reported Oracle’s target as 25% above Bloomberg consensus and Brixmor’s as 16.0% below consensus—a reminder that inclusion did not mean every target was more optimistic than the market’s consensus estimate.
What was behind each pick?
Oracle: AI-cloud opportunity, with funding and margin questions
Mizuho analyst Siti Panigrahi’s reported thesis centered on demand for AI cloud services. Investing.com said Mizuho cited $638 billion in remaining performance obligations at fiscal Q4 and forecast 35% annual revenue growth from fiscal 2026 through 2030, reaching $226 billion in fiscal 2030. The same account put fiscal 2026 revenue at $67.4 billion. These are figures and forecasts attributed to Mizuho through Investing.com, not independently verified here.
The thesis also carries execution and financing risks. Oracle had announced a planned $45–50 billion capital raise combining equity and debt to fund spending, while lower gross margins in AI cloud could pressure operating margins. Investing.com reported an October 28 investor day as a near-term event. A large backlog signals contracted obligations, but does not by itself settle how quickly revenue will be recognized or what margins the business will earn.
EyePoint: a second trial result was an expectation, not a finding
Mizuho’s reported $39 target followed an approximately 80% share-price fall after the first late-stage trial of Duravyu for wet age-related macular degeneration missed its primary goal. Mizuho expected the second trial result, then due in late October, to be positive. That was an analyst expectation at the time of the report—not a result or a guarantee. The investment case therefore depended heavily on an uncertain clinical outcome.
Rank #2
Wyndham: growth expectations and valuation
Mizuho’s $108 target rested on expectations that net room growth and fee growth would improve. The report also characterized Wyndham’s valuation as near a ten-year low. Those are the analyst’s assessment and outlook as reported, not a guarantee that growth would accelerate or that the stock was objectively cheap.
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Mizuho’s $105 target was linked to the US launch of Motiva implants. Investing.com said third-quarter results were expected around November 5, 2026. The thesis depended on launch progress and company performance; the report did not establish future adoption or financial results.
Rank #3
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UnitedHealth: policy and earnings catalysts
Mizuho set a reported $493 target and pointed to upcoming Medicare Advantage star ratings, third-quarter earnings and the 2026 midterm elections as catalysts. Investing.com said the stock had fallen 7.3% since September 1 while the S&P 500 had gained 1.5%. That comparison describes the period cited in the October 8 report; it should not be read as a current performance comparison.
Air Liquide: electronics backlog and investor attention
Mizuho’s €200 target cited a record €2.4 billion electronics backlog and Air Liquide’s October 5 investor day. Investing.com also noted that activist investor Elliott had recently taken a stake. The report did not establish what changes, if any, might follow from that stake.
Brixmor: redevelopment and an acquisition
Mizuho’s $30 target was 16.0% below consensus, as reported by Investing.com. Its thesis cited self-funded redevelopment projects and a $2.34 billion grocery-center acquisition expected to close in the first quarter of 2027. That closing was prospective at the time of publication, and the below-consensus target shows that a Top Pick designation is not necessarily a more bullish valuation than analysts overall.
How to interpret the list
The seven additions are separate analyst ideas across different businesses and risk profiles, not a ready-made allocation or diversified portfolio. A clinical-trial catalyst, a hotel growth forecast and an AI infrastructure investment thesis cannot be evaluated on the same assumptions. Targets are opinions tied to a particular date and set of assumptions; they are not promised returns.
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There is also a relevant conflict disclosure in the reported account: Mizuho expected or sought investment-banking compensation from Oracle and Vaxcyte in the following three months and had received such compensation from Oracle in the prior 12 months. This is context for assessing the Oracle recommendation, not proof that the analysis is wrong.
Before relying on any of the targets or catalysts, check newer company disclosures and market data. The October 8 report summarizes Mizuho’s research; the underlying Mizuho report and primary company disclosures were not independently reviewed for this account.
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