Brokerages Eye 7 Stocks for 2026: Buy Calls on Kotak Bank, M&M, Titan

• Motilal Oswal recommends 'buy' on Kotak Mahindra Bank, projecting stable growth, 2% RoA, and declining credit costs; target Rs 2,500.
• Kotak Institutional Equities gives 'buy' to Mahindra & Mahindra, citing sustained growth in auto and tractor segments, new launches, and profitability support; target Rs 4,350.
• Goldman Sachs reports strong auto sector growth post-GST cut, but anticipates a slight softening in Q4FY26; car volumes surpassed two-wheelers in December.
• Citi highlights robust corporate and NBFC lending, with a surge in gold loans, yet notes caution in consumer spending due to declining credit card outstanding.
• UBS recommends 'buy' on Titan (target Rs 4,700) for its strategic entry into lab-grown diamonds; steel sector expects safeguard duty support but faces capacity/global challenges.

Why It Matters: Brokerages are confident in specific stocks and sectors like banking, auto, and jewelry for 2026, despite some market challenges.