Man, the world just can’t chill out, can it? Tariffs are stirring up the stock markets like a blender on steroids. Everyone’s freakin’ out, worried about hiking costs and our economy potentially taking a nosedive. But hey, while most folks are ringing alarm bells, some smarty-pants are seeing dollar signs. They’re sniffing out stocks on discount, ready to scoop ’em up like candy at Halloween. Some analysts on Wall Street are basically treasure maps, pointing us towards the gold nugget stocks that might just weather the storm and then some.
Alright, let me just brain-dump about a few stocks that these big-brain analysts are giving a thumbs up to. I stumbled onto some info from TipRanks, where they rank these analysts like some kind of fantasy analyst league.
First up, Affirm Holdings. Ever heard of them? They’re peddling this “buy now, pay later” gig. As we wrapped up 2024, Affirm boasted 21 million customers chomping at the bit and a whopping 337,000 merchants in their corner. A guy named Moshe Orenbuch from TD Cowen decided Affirm’s stock is a hot buy, aiming for it to hit $50. The dude says Affirm’s got some top-shelf practices compared to its BNPL buddies. They started underwriting longer-term loans before diving into BNPL, so they’ve got some chops under their belt.
And they’ve roped in some big fish like Amazon and Shopify, which is basically like adding jet fuel to their hustle. Sure, things might wobble a bit if the employment scene stays sketchy, but Orenbuch’s betting it’s not gonna derail Affirm’s long haul. This guy’s got mojo, ranked No.22 out of over 9,300 analysts TipRanks tracks, and he’s right more than half the time.
Next, TJX Companies, the off-price retail wizard of Oz. They’ve got about 5,000 stores, a bazillion brands under their wing, and they’re out here pricing like it’s Black Friday every day. Corey Tarlowe from Jefferies is backing TJX’s play with a $150 target. He’s got this insane inventory analysis and thinks TJX is set to clean house as the off-price anthem gains more fans. With 1.3k buyers ready to pounce, TJX could swoop in and snap up any excess stuff floating around.
Not to mention, they’re like expansion ninjas, eyeing overseas markets and the whole Home category like it’s the next gold rush. Despite a tricky year-over-year comparison, TJX is just smashing their margins. Corey, sitting at No.574 on TipRanks, seems to think TJX is holding a winning hand.
Finally, CyberArk Software. These guys are playing defense in a digital world gone rogue. Shaul Eyal from TD Cowen thinks CyberArk is on point, navigating murky market waters like a pro sailor. He’s pegged their stock for a $450 tag, driven by some rock-solid demand and their ability to pivot and expand from their core services.
With fiends lurking in the digital shadows, identity security is a hot ticket item, and CyberArk’s not slouching—picking up some neat acquisitions along the way. Eyal’s high on their targets, betting they’ll hit some ambitious fiscal marks by 2028, and at No.14 on the TipRanks totem pole, he’s weaving quite a tale.
So yeah, while it might be chaos in stock-world town, some are looking at it like an opportunity buffet.
