Here’s the thing about Deutsche Bank’s quarterly “Fresh Money” list: it’s basically the financial equivalent of a friend who actually knows what they’re talking about. Since 2017, this curated basket of stocks has beaten the S&P 500 by 32 percentage points. Not bad for a list that doesn’t get plastered all over CNBC every five seconds.
The latest update just hit, and despite the Iran war throwing a wrench into market sentiment, Deutsche’s analysts still found 21 companies worth getting excited about. Spoiler alert: it’s not all boring blue chips.
The Usual Suspects (But Make It Interesting)
Starbucks made the cut with a $114 price target, even though the stock’s been more volatile than a crypto trader’s emotions. Analyst Lauren Silberman thinks the company’s making smart moves that could unlock serious upside. Translation: your morning coffee addiction might actually pay dividends.
Visa’s another heavyweight addition, with analyst Nate Svensson arguing it’s relatively insulated from AI disruption—at least for now. Plus, as cash slowly dies and digital payments take over, Visa’s basically printing money. A $410 price target suggests there’s still room to run.
The Spicy Picks
Then there’s Rivian, which got absolutely hammered in March when the R2 SUV pricing disappointed everyone. But Edison Yu still sees a $23 price target and thinks it’s more insulated from macro chaos than other EV makers. Basically: the market overreacted, and there’s a buying opportunity hiding in the wreckage.
Delta Air Lines is another contrarian play. Sure, rising fuel costs from the Iran war are brutal for airlines, but analyst Michael Linenberg thinks Delta’s diversified revenue streams and fortress balance sheet make it the best positioned to survive. Sometimes the best opportunities are in the stocks everyone’s too scared to touch.
The Sleepers
Applied Materials and Broadcom are both AI infrastructure plays that have already ripped higher, but Deutsche’s analysts think there’s more juice left. Applied Materials is up 140% year-to-date, yet analyst Melissa Weathers still sees a $450 price target. That’s the kind of conviction that makes you pay attention.
Then there’s Xylem, a water technology stock so under-the-radar that most retail investors have never heard of it. But analyst Andrew Krill thinks the valuation is compelling and the company can easily hit its 2026 guidance. Sometimes the best returns hide in the boring sectors.
The Healthcare Angle
CVS Health, Thermo Fisher Scientific, and Apogee Therapeutics round out the healthcare exposure. CVS is positioned as the top performer in managed care, while Thermo Fisher’s recent earnings miss actually looks like a buying opportunity if you believe management’s conservative guidance.
The Bottom Line
Deutsche Bank’s Fresh Money list isn’t a get-rich-quick scheme. It’s a thoughtfully curated collection of stocks across consumer, financials, healthcare, industrials, and tech that their analysts genuinely believe in. The 32-point outperformance since 2017 suggests they know what they’re doing.
Whether you follow every pick or just cherry-pick a few, the list is worth studying. Because sometimes the best investment advice comes from people who’ve actually done their homework—not from the loudest voice on Twitter.
