Investors should capitalize on these uniquely positioned stocks before it's too late, analysts say

Published Sat, May 29 20218:11 AM EDT

The first half of 2021 is rapidly coming to a close and Wall Street analysts said this week there are a multitude of stocks that investors should consider heading into June. Analysts say these companies are firing on all cylinders and present a unique buying opportunity especially as the economy begins to flourish again. CNBC Pro combed through the best Wall Street research to find the stocks to own now heading into the second half of the year. They include: Toll Brothers , Endeavor , Host Hotels, Agiliti and Qualtrics. Endeavor Group "A media powerhouse," is how Jefferies analyst Randal Konik described the entertainment and talent agency giant in his initiation note to clients earlier this week. Endeavor made its long awaited public trading debut in late April and is off to a strong start with shares finishing up over 7% in May. The firm also has a Street high price target of $40 per share and Konik believes the company's portfolio makes it "uniquely positioned to capitalize," he wrote. Endeavor's platform offers "sports operations & advisory, events & experiences management, media production & distribution, client representation, brand licensing, and experiential marketing," he explained. In addition, Endeavor is an owner of the Ultimate Fighting Championship which is "a big deal," according to Konik. "Rapid growth, global appeal and attractive viewer demographics result in an asset with scarcity value that is in high demand," he said. There's no competitor who can truly match Endeavor's reach which makes it even more powerful, Konik added. "Demand for content has never been stronger; Endeavor is the key beneficiary," the firm wrote. Qualtrics The time is right now to buy to shares of Qualtrics, Bank of America said in its recent upgrade of the stock to buy from neutral Shares of the customer and employee experiences survey company were down almost 8% in May, but that makes for an "attractive" entry point, according to analyst Daniel Bartus. "With Qualtrics appearing more and more like the potential category winner with likely sustainable 30%+ growth, we view the valuation as more justified," Bartus wrote. Qualtrics is also coming of a strong first quarter earnings report and Bartus added that the company was "uniquely positioned" for several reasons. "The first positive development driving our more favorable view is the trend of vendor consolidation in the customer experience market," he wrote. Bartus said he expects businesses to eventually expand their use of Qualtrics in favor of other competitors. "Beyond the consolidation theme, we continue to view the customer experience market as an attractive growth area," Bartus said. Qualtrics spun off from software solutions company SAP earlier this year, but the firm sees their continuing partnership as a positive. "We expect Qualtrics to ride the market momentum and believe competitive dynamics remain favorable," he said. Agiliti "Agiliti is uniquely positioned to address the pain points of healthcare providers with its comprehensive outsourcing service offerings, unrivaled footprint, and growing suite of capabilities," Morgan Stanley analyst Drew Ranieri gushed in his recent initiation note. In addition, shares of the the medical device and equipment company are up a whopping 74% since Agiliti went public via a SPAC deal in late April. SPAC stands for Special Purpose Acquisition Company. Ranieri sees even more upside ahead for the stock and noted that it has a multitude of growth levers in which to derive revenue in the years ahead. "Agiliti's differentiated service offering directly addresses healthcare providers' pain points with a service model that helps reduce the cost and complexity of acquiring, managing & maintaining critical medical equipment inventory," he said. Ranieri acknowledged that Agiliti has no doubt been a key beneficiary of the pandemic but said he sees the company as a winner after the coronavirus has passed. The pandemic has made customers "recognize the need to better manage & mobilize medical equipment beyond the pandemic," he added. Host Hotels- Deutsche Bank, Buy rating "While there are a number of ways to gain exposure to rapidly improving lodging fundamentals within the hotel REIT space, we view HST as being uniquely positioned to acquire significant levels of EBITDA early in the new lodging cycle. To date, the company has already acquired hotels that generated nearly $55m of EBITDA in 2019, putting to work $771m of capital that would otherwise be sitting on the balance sheet earning a nearly zero yield. But we estimate that HST still has ~$1.4 billion of cash, the majority of which should be available for additional acquisitions since corporate-level EBITDA has already re-inflected positively." Endeavor- Jefferies, Buy rating "A media powerhouse, with the wide-reaching spokes of its content flywheel (e.g. sports ops & advisory, events & experiences mgmt, media production & dist, client representation, brand licensing, experiential mkting) unlocking monetization opptys for clients & owned assets. ... .Endeavor's Platform Makes it Uniquely Positioned to Capitalize. ... .UFC is a Big Deal. Rapid growth, global appeal and attractive viewer demographics result in an asset with scarcity value that is in high demand." Toll Brothers- Argus, Buy rating "We are raising our FY21 EPS estimate to $5.70 from $5.30, on a higher forecast for home sales and an increase in our gross margin estimate. ... .We believe that the shares are attractively valued at 1.6-times book value, and that the company's unique position as the dominant builder of luxury homes, along with a normally strong operating margin, argue for a premium. ... .We believe that TOL can continue to gain market share at the high end, offer more relatively affordable homes, and ultimately outperform the S & P 500, helped by pent-up demand." Qualtrics- Bank of America, Buy rating "Positives continue to include the company's leadership position in an emerging CX market & the SAP relationship extending Qualtrics' reach.... .With Qualtrics appearing more & more like the potential category winner with likely sustainable 30%+ growth, we view the valuation as more justified. ... .Beyond the consolidation theme, we continue to view the CX market as an attractive growth area. ... .The first positive development driving our more favorable view is the trend of vendor consolidation in the CX market. ... .We expect Qualtrics to ride the market momentum & believe competitive dynamics remain favorable. Agiliti- Morgan Stanley, Overweight rating "Agiliti is uniquely positioned to address the pain points of healthcare providers with its comprehensive outsourcing service offerings, unrivaled footprint & growing suite of capabilities. ... .Agiliti's differentiated offering directly addresses these pain points with a service model that helps reduce the cost & complexity of acquiring, managing & maintaining critical medical equipment inventory. ... .COVID-19 is also expected to drive longer term tailwinds through the expansion of medical device & supply stockpile opportunities as customers recognize the need to better manage & mobilize medical equipment beyond the pandemic.

Signage in front of Qualtrics International Inc. headquarters in Provo, Utah, U.S., on Monday, Jan. 11, 2021.

George Frey | Bloomberg | Getty Images

The first half of 2021 is rapidly coming to a close and Wall Street analysts said this week there are a multitude of stocks that investors should consider heading into June.

Analysts say these companies are firing on all cylinders and present a unique buying opportunity especially as the economy begins to flourish again.

CNBC Pro combed through the best Wall Street research to find the stocks to own now heading into the second half of the year.