Top 3 Value Stocks With Strong Analyst Support and Growth Potential

Investing.com -- India has suspended rules governing pilot duty and rest periods with immediate effect, the country’s civil aviation minister announced Friday. The decision comes after mass flight cancellations by IndiGo left thousands of travelers stranded at airports across the country.

The sudden suspension of the pilot duty and rest regulations follows significant disruption to India’s air travel network caused by the IndiGo cancellations. The minister did not specify how long the suspension would remain in effect or provide details about any alternative measures being implemented to ensure pilot fatigue doesn’t compromise safety.

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Investing.com -- J.P. Morgan on Friday upgraded Polish copper and silver producer KGHM Polska Miedz SA (WA:KGH) to “overweight” from “neutral” and lifted its price target 39% to PLN 265 per share from PLN 190, reflecting revised commodity assumptions, higher earnings forecasts and a roll-forward of valuation metrics to December 2027, sending shares up over 3%.

The brokerage cited a more supportive copper and precious metals outlook and increased earnings estimates for 2026-2027, which are on average 20% higher and around 10% above Bloomberg consensus. 

J.P. Morgan said the miner provides highly leveraged exposure to metal prices, with about 70% of revenue from copper and roughly 20% from silver and gold.

The upgrade comes as the firm’s commodities team estimates mine supply disruptions of about 800,000 tonnes per year have accelerated global copper deficits into 2025-26, and forecast that the long-term shortfall will widen to about 2 million tonnes by 2030 and around 8 million tonnes by 2035. 

The analysts also expect silver to track gold higher. Copper prices rising toward $12,500 per tonne in the first half of 2026, about 10% above current levels, could support further upside, the report said.

KGHM’s valuation was described as undemanding, with the company trading on 2026-27 estimated EV/EBITDA of 4.0x and 3.9x versus a long-term average of 4.5x. 

The upgraded target applies a 4.5x EV/EBITDA multiple to 2027 earnings. The analyst team noted that shares have risen 40% since October 2025, outperforming peer miners Antofagasta and First Quantum.

The report said adjusted net income is forecast at PLN 5.139 billion in 2026, which represents a 43.8% increase from the previous estimate. Adjusted EBITDA is projected at PLN 12.610 billion for 2026, up 27% from the prior forecast. 

The brokerage expects revenue to rise 19.7% to PLN 43.126 billion in 2026. The dividend yield is forecast at 1.1% in both 2026 and 2027.

J.P. Morgan pointed to potential catalysts, including an updated corporate strategy still under development, which could support re-rating within six to 12 months. 

Management has indicated intentions to shift the firm from a historically flat growth profile, with current expectations for 2% CAGR in payable copper output through 2028-30. 

Additional benefits could come from cost-reduction efforts, with forecasts showing a 3% CAGR decline in unit costs between 2025-28.

State Treasury ownership stands at about 32%, giving the government influence over strategic decisions.

The brokerage maintained “neutral” ratings for Ma’aden and Kazatomprom, but reiterated “overweight” on the latter with a raised price target of $68. 

Investing.com -- In its latest note, Sevens Report said that stocks have rallied over the past two weeks, a move that has been driven largely by expectations for a more dovish Federal Reserve, but the firm also highlighted another potential driver.

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That shift began with “dovish comments from New York Fed President Williams” and soft labour and inflation data, which pushed the probability of a December rate cut from below 50% to “nearly 100%.”

But another catalyst, President Trump’s near-confirmation that he will nominate Kevin Hassett as the next Fed chair, has also fuelled hopes for lower interest rates in 2026, according to Sevens.

Of the finalists, Sevens noted that “Hassett is viewed as the most dovish,” leading investors to assume a more accommodative stance once he replaces Jerome Powell in mid-2026.

However, Sevens cautioned that “nothing in markets is free.”

While equities welcomed the prospect of a more dovish chair, bond markets reacted quite differently.

The 10-year Treasury yield rose 10 basis points last week, partly on hawkish BOJ commentary but also because “bond markets are wary that if Hassett is too dovish… then inflation will return.”

That scenario, Sevens warned, risks a repeat of the 1970s, when an “Arthur Burns-led Fed” oversaw “inflation on again/off again” and a prolonged economic malaise.

In that sense, the firm believes that Hassett’s perceived dovishness is not automatically bullish.

If markets believe Fed independence is compromised, even marginally, “the Treasury markets will drop and yields will rise,” Sevens said, potentially overwhelming any benefit from lower policy rates.

The report emphasised that Hassett, despite political criticism, “has not demonstrated throughout his lengthy career that he would sacrifice Fed independence.”

Sevens argued that preserving that independence is “much more important to supporting stocks than whether fed funds end 2026 at 3.625% or 2.875%.”