Four ideas from Freedom Broker analysts to invest in right now

In the new biweekly review, Freedom Broker experts highlight four stocks with a “Buy” recommendation and upside potential from 14% to 36%. Among the most attractive ideas are Alibaba Group (BABA) and NIKE (NKE): analysts’ target prices imply share-price gains of about 36% from the levels at the time the review was published. The list also includes Alphabet (GOOGL) and ServiceTitan (TTAN), for which experts see upside of 16.4% and 14.1%, respectively. Read more here in Biweekly Stock Market Review No.351.

NIKE: the business turnaround is becoming the key driver

NIKE (NKE) is the world’s largest manufacturer of athletic footwear, apparel, and equipment. The company is going through a business overhaul under new CEO Elliott Hill: the strategy is aimed at improving the product portfolio, restoring the brand, and returning to sustainable growth.

NIKE’s latest report, published on June 30, 2026, showed full-year revenue for fiscal 2026 totaled $46.4 billion, virtually unchanged year over year. In Q4, revenue fell 1% to $11 billion.

At the same time, the sales mix is showing early signs of improvement. Wholesale revenue in the quarter rose 4% to $6.6 billion, while NIKE Direct declined 7% to $4.1 billion. The most notable pressure remained in Greater China and the EMEA region, while North America showed more resilient dynamics.

The main positive factor was profitability. Gross margin increased by 890 basis points to 49.2%. Net income was $1.1 billion, up 407% year over year, and diluted earnings per share reached $0.72.

For analysts, the key investment thesis lies not so much in the profit growth already achieved as in the possibility of an operational turnaround after the restructuring period. The company is cutting costs, refreshing its product portfolio, and focusing on restoring the brand’s competitiveness.

Target price is $55 versus $40.5 at the time of the review; upside potential is 35.77%. 

Alibaba: a bet on AI and accelerating Cloud

Alibaba Group Holding Limited (BABA) is a Chinese technology company developing e-commerce, cloud services, logistics, and digital financial and consumer solutions. One of the key growth vectors right now is the Cloud Intelligence Group, where the company is actively investing in infrastructure and AI.

For the quarter ended March 31, 2026, Alibaba revenue grew 3% year over year to 243.4 billion yuan ($35.3 billion). Cloud was particularly strong: external revenue at Cloud Intelligence Group accelerated 40%, and revenue from AI-related products has been growing at triple-digit rates for the 11th consecutive quarter.

At the same time, the company is in a phase of large-scale investment. Adjusted EBITA for the quarter fell 84% to 5.1 billion yuan ($740 million) as Alibaba ramps up spending on technology projects, its rapid-delivery service, and user experience. Net income, by contrast, rose 96% to 23.5 billion yuan ($3.4 million); however, adjusted net income was nearly wiped out, down 100% to 86 million yuan ($12 million).

Analysts’ target price is $170 per share versus $125.2 at the time of the review. Upside potential is 35.76%.

Alphabet: AI is becoming a full-fledged profit engine

Alphabet (GOOGL) is a technology holding company that includes Google Search, YouTube, Google Cloud, Android, and large-scale artificial intelligence projects. According to Freedom Broker analysts, the key change in the company’s investment story is that AI is gradually becoming not only an area of major investment but also a source of revenue growth.

In Q2 2026, Alphabet revenue grew 20% to nearly $110 billion. Google Cloud was the strongest segment: its revenue jumped 82% to $24.8 billion, and operating profit rose to $8.8 billion. 

The core advertising business also maintains its growth pace. Google Services revenue increased 15% to $94.5 billion, and advertising revenue rose 14% to $81.6 billion. Google Search & other revenue grew 17% to $63.3 billion. YouTube also continued to expand advertising revenue—up 13% to $11.1 billion.

At the same time, analysts point to the flip side of the AI boom: Alphabet’s capital expenditures nearly doubled—from $22.4 billion to $44.9 billion in the quarter. As a result, free cash flow turned negative at $5.9 billion: Alphabet’s capex reached $44.9 billion, exceeding cash flow from operating activities of $39.1 billion. 

The company raised its 2026 capex guidance to $195–205 billion. Target price is $400 versus $343.5 at the time of the review. Upside potential is 16.43%. 

ServiceTitan: industry digitalization supports double-digit growth

ServiceTitan (TTAN) is a developer of cloud software for service businesses and contractors. The platform helps manage sales, jobs, finances, staff, and customer interactions, moving a traditionally less digitized sector to modern SaaS solutions.

The company published its latest report on June 4, 2026—covering the first quarter of fiscal 2027. ServiceTitan revenue rose 25% to $268.8 million, and gross transaction volume (GTV) processed through the platform increased 23% to $21.7 billion.

At the same time, the company continues to improve operating efficiency. GAAP operating loss narrowed from $49.5 million a year earlier to $25.8 million, while adjusted operating profit grew from $16.2 million to $40.8 million. Adjusted operating margin increased from 7.5% to 15.2%.

Management expects full-year fiscal 2027 revenue of $1.13–1.14 billion and adjusted operating profit of $142–147 million. As a separate growth driver, analysts cite the development of the Agentic Operating System and broader adoption of AI-based solutions from the flagship Max suite. Target price is $105 versus $92 at the time of the review. Upside potential is 14.13%. 

This is not an individual investment recommendation.