In this article, we will take a look at the Billionaire George Soros Stock Portfolio: 5 Best Stocks to Buy. For deeper discussion and analysis, read Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy.
5. Salesforce, Inc. (NYSE:CRM)
Soros’ Fund Management Stake Value: $67,442,191
On May 28, Northland analyst Nehal Chokshi lowered the firm’s price recommendation on Salesforce, Inc. (NYSE:CRM) to $202 from $229. He reiterated a Market Perform rating on the shares. In a post-earnings note, the analyst said that estimated constant-currency current remaining performance obligation (cRPO) growth appears to be slowing.
Also on May 28, BMO Capital lowered its price goal on Salesforce to $215 from $225. It kept an Outperform rating on the stock following the company’s first-quarter earnings report. The firm said the results and guidance are unlikely to change the views of either bullish or bearish investors. As a result, BMO expects little impact on fiscal 2027 revenue growth expectations. According to the analyst, investors will likely remain focused on signs of stronger revenue growth and evidence that any improvement can be sustained. Even so, BMO continues to view the stock favorably, citing the potential for better revenue growth and what it considers an undemanding valuation.
Northland analyst Nehal Chokshi is a customer relationship management (CRM) technology company. Its AI-powered Agentforce 360 Platform provides solutions for sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) services.
4. CMS Energy Corporation (NYSE:CMS)
Soros’ Fund Management Stake Value: $80,248,519
On May 21, Morgan Stanley lowered its price recommendation on CMS Energy Corporation (NYSE:CMS) to $77 from $81. It reiterated an Equal Weight rating on the shares. The analyst said the firm updated its price targets for North American Regulated & Diversified Utilities and Independent Power Producers (IPPs) for April. Morgan Stanley also noted that utilities underperformed the S&P 500 during the month.
On May 18, Truist lowered its price target on CMS to $83 from $86. It kept a Buy rating on the stock. The move was part of a broader update to the firm’s Power and Utilities models ahead of the American Gas Association’s Financial Forum. According to Truist, the utility sector is now in its third year of the data center expansion cycle, with investment levels continuing to rise alongside growth expectations. The firm believes vertically integrated electric utilities are among the biggest beneficiaries because they are building the infrastructure needed to support increasing power demand from data centers.
CMS Energy Corporation (NYSE:CMS) is an energy company that primarily operates in Michigan. The company conducts its business through three main segments: Electric Utility, Gas Utility, and NorthStar Clean Energy.
3. Honeywell International Inc. (NASDAQ:HON)
Soros’ Fund Management Stake Value: $80,930,494
On May 27, Barclays raised its price recommendation on Honeywell International Inc. (NASDAQ:HON) to $251 from $243. It reiterated an Overweight rating on the shares. The firm said Honeywell has “clear catalysts ahead,” pointing to two upcoming capital markets days and two planned spinoffs in the coming weeks. Barclays believes the stock has 10%-15% upside potential ahead of those transactions.
During Honeywell’s first-quarter 2026 earnings call, Chairman and CEO Vimal Kapur said the company got off to a strong start to the year. He noted that Honeywell continued to build on the momentum from 2025 despite operating in a difficult geopolitical environment and dealing with temporary mechanical supply chain constraints in its Aerospace segment.
Kapur said organic orders rose 7% during the quarter. He also noted that Honeywell’s backlog exceeded $38 billion, supported by a book-to-bill ratio above 1.1. In addition, the company expanded its operating margin by 90 basis points to more than 23%.On the portfolio side, Kapur said Honeywell announced plans to divest its Productivity Solutions and Services business as well as its Warehouse and Workflow Solutions business. The transactions are expected to close in the second half of 2026.
He also stated that Honeywell now expects to complete the Honeywell Aerospace spin-off in the third quarter, on June 29. Kapur added that the company successfully secured $20 billion in financing for the Aerospace spin-off while maintaining investment-grade credit ratings.
Honeywell International Inc. (NASDAQ:HON) is an integrated operating company that serves customers across a range of industries and geographic markets. Its portfolio is supported by the Honeywell Accelerator operating system and the Honeywell Forge platform.
2. Smurfit Westrock Plc (NYSE:SW)
Soros’ Fund Management Stake Value: $100,431,405
On May 21, Barclays analyst Pallav Mittal lowered the firm’s price recommendation on Smurfit Westrock Plc (NYSE:SW) to $52 from $54. He reiterated an Overweight rating on the shares. The firm updated its models for the European paper and packaging sector following first-quarter earnings reports. According to the analyst, higher inflation could slow a recovery in volumes, while rising costs may pressure margins in the near term despite ongoing price increases. Barclays said Smurfit Westrock remains its preferred name in the sector, while Mondi is its least preferred.
On May 7, Morgan Stanley analyst Ioannis Masvoulas lowered the firm’s price goal on Smurfit Westrock to $57 from $60 and kept an Overweight rating on the stock. Following the company’s first-quarter results, the firm updated its model and reduced its 2026 EBITDA estimate by 3% to $5.06 billion. The analyst cited the first-quarter earnings miss and a softer outlook for the second quarter.
Smurfit Westrock Plc (NYSE:SW) is a multinational provider of sustainable fiber-based paper and packaging solutions. The company operates across Europe, the Middle East and Africa (MEA), Asia-Pacific (APAC), North America, and Latin America. Its network of mills and plants produces various grades of containerboard, which are converted into corrugated packaging within each segment or sold to third parties.
1. Electronic Arts Inc. (NASDAQ:EA)
Soros’ Fund Management Stake Value: $196,896,219
On May 28, Argus downgraded Electronic Arts Inc. (NASDAQ:EA) to Hold from Buy. Earlier in the month, on May 7, Citi raised its price recommendation on EA to $204 from $202. It reiterated a Neutral rating on the shares.
Also on May 5, The Wall Street Journal reported that Electronic Arts posted higher profit and revenue for its latest quarter as net bookings increased. The video game publisher reported fiscal fourth-quarter profit of $461 million, or $1.81 per share, compared with $254 million, or $0.98 per share, in the same period a year earlier. Revenue rose to $2.12 billion from $1.9 billion. Net bookings, a metric that combines total net revenue and changes in deferred net revenue from online-enabled games, increased to $1.86 billion from $1.8 billion.
The company said Apex Legends was a key contributor during the quarter. It delivered its strongest net bookings performance of the fiscal year as engagement and monetization continued to improve.
Chief Executive Andrew Wilson said the quarter capped a record year for EA, supported by the launch of its Battlefield franchise. The report also noted that EA is preparing to go private. In September, the company announced a $55 billion deal with a group of investors that includes Saudi Arabia’s Public Investment Fund, private equity firm Silver Lake, and Affinity Partners, the investment firm founded by Jared Kushner.
Electronic Arts Inc. (NASDAQ:EA) is a digital interactive entertainment company. The company develops and delivers games, content, and online services for internet-connected consoles, mobile devices, and personal computers.
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