Limited Exposure

Headlines say FTSE nudges higher thanks to limited exposure to tech and all stock picks are 79% BUY, 14% HOLD and 7% SELL.

1. BUY Vistry

Top performing stock pick this week is BUY Vistry Group by Goldman Sachs with a tip performance of 7%.

Vistry is a British housebuilding company created by the merger of Bovis Homes and Galliford Try, renaming the combined business Vistry. Founded in 1965, it is a constituent of the FTSE 250 Index.

Vistry share price launched at 181p in 1996, rose to an all-time high of 1,457p in 2020 and is today at 281p.

On 8th July the company issued a Trading Update containing a profit warning in this RNS, reporting a poor first half of 2026. It expects a £30 million pre-tax loss for the period, completed approximately 6,100 homes and ended June with net debt of £470 million. Management said it is taking action to reduce debt, lower inventory levels and limit land exposure. The company also announced the resignation of its Chief Financial Officer in a separate RNS on the same day. Shares in the stock have fallen 61% since February.

In Stockomendation five analysts cover the stock: Berenberg and Deutsche Bank have HOLD ratings; Goldman Sachs says BUY; RBC Capital has UNDERPERFORM and Steve Moore says SELL.

2. BUY GB Group

Second top performing stock pick this week is BUY GB Group by Berenberg with a tip performance of 6%.

GB Group is an identity verification, location intelligence and fraud prevention company. Founded in 1989, it is a constituent of the FTSE 250 Index.

GB Group share price launched at 221p in 1993, rose to an all-time high of 945p in 2021 and is today at 227p.

The latest analyst commentary remains positive following the company’s FY26 results and outlook updates. Management continues to benefit from growing demand for identity verification and fraud prevention solutions as businesses increase spending on digital security and compliance.

GB Group’s latest company-collected analyst consensus forecasts revenue of approximately £300 million for FY27, adjusted operating profit of around £64.9 million and continued earnings growth through FY28 and FY29.

In Stockomendation four analysts have BUY ratings: Berenberg, Jefferies, Hot Stock Rockets and Canaccord Genuity.

3. BUY Zegona Communications

Third top performing stock pick this week is BUY Zegona Communications by Canaccord Genuity with a tip performance of 5%.

Zegona Communications is the 100% owner of Vodafone Spain, a telecom operator providing mobile and fixed-line services to both consumers and business customers across Spain.

Zegona Communications share price launched at 144p in 2015, rose to an all-time high of 1,852p in May 2026 and is today at 1,518p.

On 15th July the company issued its FY27 first quarter results in this RNS reporting a strong start to the year driven by continued progress at Vodafone Spain. Customer numbers increased, revenue and profitability improved, cash generation strengthened and leverage declined. Management said its strategy of investing in customers, enhancing product offerings and operating a multi-brand approach is delivering positive momentum, supporting confidence in future performance.

The company also highlighted the successful refinancing of its debt structure, which is expected to reduce financing costs and extend debt maturities, strengthening the balance sheet and providing a platform for future growth.

In Stockomendation two analysts cover the stock and both are positive: Canaccord Genuity and Berenberg have BUY ratings.

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Disclaimer: The contents of this article should not be considered financial advice. Pricing data correct as at 17th July 2026.