“SberInvestments” unplannedly updated the top shares amid the growth of the market

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Analysts of SberInvestment updated the list of the most promising Russian shares, adding Ozon to the selection. At the same time, experts excluded from the top shares of “Hedhunter”.

Over the past two weeks, the Russian stock market has grown significantly amid positive geopolitical news, as well as rising oil prices. In this regard, analysts of “SberInvestment” unplanned changed the selection of the most promising securities, — explained analysts.

The Russian stock market has been growing since late September. During this time, the index of the Moscow Exchange added 12.8% and at its peak on October 28 reached 2,543.28 points. Investors are playing up positive geopolitical expectations, in particular, the upcoming trilateral Russia-US-Ukraine talks.

Ozon

Ozon shares were included in the selection amid very strong financial results for the third quarter of 2026.

"The company's turnover grew by 42% year-on-year to ₽1.6 trillion, and net profit by 25% year-on-year to ₽3.7 billion. Probably, the flow of some customers from the main competitor Wildberries helped," explained Denis Ikonnikov, senior analyst at SberInvestments in the stock market. “The results were significantly higher than market expectations, which is why we returned Ozon shares to the selection.”

HeadHunter

At the same time, SberInvestments was excluded from the selection of the Headhunter campaign. "The company's shares are low volatility, and are largely suitable for a falling or sideways trend in the stock market. Now we are seeing a bullish trend, in connection with which HeadHunter shares may lag behind the broad market," Ikonnikov writes.

Nevertheless, SberInvest retains a positive view of the company, as it can continue to pay dividends with double-digit dividend yields.

SberInvestments last updated its selection of promising Russian stocks two weeks ago. MMK shares were included then. Transneft shares were removed from the selection.

Top 9 shares of the Russian stock market, taking into account the latest update:

Yandex — target price ₽5,500 (+56%); T-Technologies — target price ₽430 (+55%); Ozon — target price ₽5,500 (+51%); Tatneft ordinary shares — target price ₽930 (+46%); Novatek — target price ₽1,565 (+31%); Sberbank ordinary shares * — target price ₽386 (+30%); Dom.RF — target price ₽2,750 (+29%); MMK — target price ₽30 (+29%); Lukoil — target price ₽7,100 (+12%).

* Consensus forecast of the St. Petersburg Stock Exchange.