Following the sell-off over the past month, are there any compelling investment ideas out there that may have flown under your radar?
Below is a list of March Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months.
For your directory assistance, we’ve classified the opportunities by sector.
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Healthcare
Ionis Pharmaceuticals (IONS) – Longtime analyst Milkweed says the projected $2B+ peak revenue for Olezarsen is highly conservative given the U.S. addressable market, and the value of the rest of their extensive pipeline is another catalyst. – Ionis Pharmaceuticals’ Peak Olezarsen Revenues Are Likely Very Conservative
Humana (HUM) – Individual investor Natural Born Value Seeker says despite near-term margin compression and operational risk, a DCF-based valuation of $330 per share suggests HUM is undervalued; if management achieves its goal of returning to a 4-STAR rating by 2028 and its bets on CenterWell and Medicaid succeed, the company has a good chance of returning to its former glory. – Humana’s Long Climb: Navigating The 4-STAR Recovery And The J-Curve
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Financials
Klarna (KLAR) – Individual investor Adam Rosander says it has experienced a significant post-IPO decline, creating an attractive risk/reward entry point; its diversified revenue streams, cost control, and improving operating leverage position it favorably versus peers; and recent Q4 results showed 38% YoY revenue growth, strong user expansion, and rapid banking customer adoption. – Klarna: Buy Now, Or Pay Later
Kaspi.kz (KSPI) – Individual investor Jonquil Capital says the core business remains robust, with revenue compounding at 30%+ and gross margins above 70%, while it offers a projected 9% 2026 dividend yield, with downside anchored by its dominant Kazakh fintech franchise. – Kaspi.kz: The Floor Is The Dividend, The Upside Is Turkey
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Communications
Versant Media (VSNT) – Longtime analyst Lance Brofman says it
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