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<\/div>\n<\/div>\n<\/div>\nStock market recommendations<\/span>: <\/span>Motilal Oswal Wealth Management Research Desk has picked <\/span>State Bank of India<\/span> (SBI), and <\/span>Bharat Electronics<\/span> as the <\/span>top stocks to buy<\/span> for the week starting June 22, 2026. Target prices and upside targets have been given:<\/span><\/p>\n SBI<\/span>State Bank of India remains well-positioned to sustain market share gains, backed by its leadership across deposits and lending, strong retail franchise, improving corporate credit demand, and deep digital penetration through YONO. Granular deposits, prudent underwriting, and low borrower concentration continue to support earnings resilience and balance sheet strength.FY26 witnessed healthy business momentum, with the loan book growing 17% led by retail, SME, and corporate segments, particularly across renewables, data centres, metals, and infrastructure. Asset quality improved further with low slippages, strong recoveries, and reduced stressed asset concentration, while margin moderation was largely driven by rate transmission.We expect growth to remain supported by a strong credit pipeline, favourable credit-deposit ratio, and operating leverage from digital initiatives. We estimate the loan book to deliver a 13.6% CAGR over FY26-28, alongside stable asset quality, controlled credit costs, and an earnings CAGR of 8%, supporting RoA\/RoE of ~1.0%\/15.5%.Bharat Electronics<\/span>Bharat Electronics operates as India\u2019s dominant indigenous defense-electronics platform across radars, missile systems, avionics, communication equipment and strategic programs. Strong order-book visibility, rising indigenization, operating leverage and a debt-free balance sheet support earnings durability, while exports and localization trends expand its long-term opportunity set. 4QFY26 performance was driven primarily by execution against the Rs 730b opening order book, lifting revenue 12% YoY despite a high base. Gross-margin expansion reflected improving localization and favorable mix, although EBITDA margin contracted due to higher operating expenses. Cash-flow generation improved materially despite elevated receivables. We expect FY27 growth to be supported by the Quick Reaction Surface-to-Air Missile program, naval electronics, electronic warfare systems and strategic defense projects, alongside projected FY26-28 revenue and PAT CAGR of 17% each. Margins are expected to remain above 28%, aided by indigenization-driven operating leverage.Stock market this week<\/span>Markets will closely track developments in the US-Iran dialogue, trends in crude oil prices and the trading behaviour of foreign investors during the holiday-shortened week ahead, according to analysts. Domestic equity markets will remain shut on Friday in observance of Muharram.Investor focus is likely to remain firmly centred on the progress of the US-Iran peace process. Crude oil prices will continue to play a critical role, with stable prices supporting India’s economic outlook, while any setback in Middle East relations could trigger fresh volatility in financial markets.Analysts also expect market participants to monitor the progress of the monsoon season, given its importance for the broader economy.Indian equities extended their rebound during the week, aided by easing geopolitical worries, softer crude oil prices and improving risk appetite across global markets, market experts said.Benchmark equity indices closed lower on Friday, bringing an end to their five-session winning streak, as intense selling in information technology stocks weighed on sentiment following a reduction in full-year revenue growth guidance by global technology major Accenture. But, for the week, the BSE Sensex advanced 1,274.95 points, registering a gain of 1.68%.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India.)<\/span><\/div>\n\n
\n Name<\/td>\n CMP<\/td>\n TP<\/td>\n Upside<\/td>\n<\/tr>\n \n SBI<\/td>\n 1043<\/td>\n 1300<\/td>\n 25%<\/td>\n<\/tr>\n \n BEL<\/td>\n 429<\/td>\n 520<\/td>\n 21%<\/td>\n<\/tr>\n<\/tbody>\n