Top stocks to buy today (AI image)Stock market recommendations: CreditAccess Grameen, and Lodha Developers have been identified as the top stocks to buy this week starting July 6, 2026 by Motilal Oswal Wealth Management Research Desk.Stock NameCMP (Rs)Target (Rs)Upside (%)CreditAccess Grameen1557178014%Lodha1061128521%CreditAccess GrameenCreditAccess Grameen is evolving from a pure-play microfinance lender into a diversified rural financial services platform, leveraging its large customer base to expand higher-ticket retail lending, deepen customer relationships, and build a more resilient, household-centric lending franchise. Retail finance is emerging as the key growth driver, with retail assets rising to ~18.1% of AUM in FY26 from ~5.9% in FY25. Improving borrower quality, stronger underwriting, and expanding cross-sell opportunities are expected to support healthy growth while reducing portfolio volatility. We expect AUM/NII/PPoP/PAT CAGR of ~21%/~18%/~16%/~59% over FY26–28E, supported by retail-led diversification, normalizing credit costs of ~3–4% in FY27, and improving profitability, with RoA/RoE reaching ~4.6%/~18.8%.Lodha DevelopersLodha Developers (LODHA) remains well positioned for sustained growth, supported by its regional diversification strategy, strong balance sheet, and robust project pipeline. Expanding beyond the Mumbai Metropolitan Region (MMR) is expected to enhance growth visibility, increase market opportunities, and reduce geographic concentration risks.With approximately INR1.4 trillion of project additions, INR514 billion of unsold inventory, and healthy execution, the company is expected to deliver strong pre-sales and collections growth over FY26–FY28. Continued deleveraging and healthy operating cash flows should support a net cash position by FY28, providing financial flexibility to scale its residential, commercial, and data center businesses.Stock market this weekAnalysts from brokerages are of the view that the stock market sentiment this week is expected to be driven by movements in crude oil prices, global market cues and the beginning of the corporate earnings season, with IT major TCS scheduled to announce its June-quarter results on July 9.They believe that the progress of the southwest monsoon and foreign investor activity will also remain key factors influencing domestic equities.Last week, the BSE Sensex advanced 663.44 points, or 0.86%, while the NSE Nifty gained 214.85 points, or 0.89%.Meanwhile, the next round of technical-level discussions between the US and Iran is expected on July 11, although the venue has not yet been finalized.Market participants will shift their focus to the start of the Q1 FY27 earnings season on July 9, as the first set of corporate results and management commentary are expected to offer important insights into demand conditions, margin trends and earnings visibility.The progress of the southwest monsoon and the pace of kharif sowing will continue to be closely tracked, as both are key indicators of rural demand, inflation expectations and overall economic growth.Weaker-than-expected US labour market data has strengthened expectations of a less hawkish Federal Reserve. Investors will therefore closely analyse the minutes of the Fed's June policy meeting for fresh signals on policymakers' assessment of the economy and the future path of interest rates.(Disclaimer: Recommendations and views on the stock market, or any other asset classes or personal finance management tips given by experts and analysts are their own. These opinions do not represent the views of The Times of India.)