No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Sunday, October 5, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Markets

Top Wall Street analysts find these 3 stocks attractive in these challenging times

by TheAdviserMagazine
6 months ago
in Markets
Reading Time: 4 mins read
A A
Top Wall Street analysts find these 3 stocks attractive in these challenging times
Share on FacebookShare on TwitterShare on LInkedIn


The chaos around tariffs continues to rattle global stock markets, as fears of higher costs and concerns over a potential economic slowdown weigh on investor sentiment.

However, the pullback in several stocks due to these ongoing challenges has created an opportunity to pick attractive stocks trading at compelling levels. Top Wall Street analysts can help identify stocks that could navigate short-term headwinds and deliver solid returns over the long term.

With that in mind, here are three stocks favored by the Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Affirm Holdings

We start this week with Affirm Holdings (AFRM), a buy now, pay later (BNPL) platform. As of the end of 2024, Affirm had 21 million active customers and 337,000 active merchants.

On April 7, TD Cowen analyst Moshe Orenbuch initiated coverage of Affirm stock with a buy rating and a price target of $50, reflecting a valuation of about 23-times the 2026 adjusted earnings per share. “AFRM is one of the top performing BNPL brands in the U.S. with a full-suite [point of sale] lending capability vs peers, and likely the most pro-consumer practices in the industry,” said the analyst.

Orenbuch thinks that AFRM possesses more seasoned underwriting capabilities than its rivals, as the company began underwriting longer-term loans before offering BNPL solutions.

The analyst also highlighted the company’s partnerships with big e-commerce players like Amazon and Shopify. Orenbuch contends that these key partnerships reflect Affirm’s capabilities while allowing it to pursue higher volumes from both big and small businesses more effectively than other BNPL players. Additionally, he pointed out that Affirm has a strong funding program that has historically helped it secure better terms in the capital market compared to others in the consumer lending industry.

Orenbuch added that AFRM fared better than nonprime lenders in the tough credit period in 2022-2023. He contends that even if gross merchandise value growth slows down over the short term due to weakness in the job market, it will have a short-term impact on AFRM’s profits and likely not weigh on its long-term profitability trajectory.

Orenbuch ranks No.22 among more than 9,300 analysts tracked by TipRanks. His ratings have been profitable 64% of the time, delivering an average return of 19.4%. See Affirm Holdings Stock Charts on TipRanks.

TJX Companies

This week’s second stock pick is TJX Companies (TJX), an off-price retailer that operates more than 5,000 stores across nine countries, including the TJ Maxx, Marshalls, HomeGoods, Homesense, and Sierra stores in the U.S. TJX and other off-price retailers sell merchandise at deep discounts compared to prices offered on comparable merchandise by department stores or other retailers, as they opportunistically purchase their inventory at lower costs.

Recently, Jefferies analyst Corey Tarlowe reaffirmed a buy rating on TJX stock with a price target of $150. The analyst stated that Jefferies’ updated “Inventory Insanity” analysis following the fourth-quarter results revealed that inventory rose 2.9% year over year across the firm’s coverage group of 85 companies compared to 2.2% in Q3 2024. Tarlowe thinks that TJX Companies is the best positioned in the off-price space to take advantage of the surplus inventory in the marketplace. 

“Therefore, with an experienced team of +1.3k buyers, we believe TJX should witness and outsized benefit from continuing to buy opportunistically across its +21k vendors and more than 100 countries,” the analyst said.

Moreover, Tarlowe expects TJX to gain from the secular shift towards the off-price sector, which could help the retailer grab market share from other, more traditional retailers. The analyst also sees the company’s further expansion in the Home category and overseas markets as unique growth opportunities.

Tarlowe noted that TJX delivered a peak gross margin of 30.6% in fiscal 2025 despite an unfavorable comparison with the previous year, which included a 53rd week (due to a leap year). He thinks that management’s fiscal 2026 gross margin guidance of 30.4% to 30.5% seems conservative, especially given that the company exceeded its fiscal 2025 margin outlook.

Tarlowe ranks No.574 among more than 9,300 analysts tracked by TipRanks. His ratings have been successful 55% of the time, delivering an average return of 10.2%. See TJX Companies Insider Trading Activity on TipRanks.

CyberArk Software

Finally, let’s look at CyberArk Software (CYBR), a cybersecurity company that specializes in identity security solutions. The company is scheduled to announce its first-quarter results on May 13.

Heading into the Q1 2025 results, TD Cowen analyst Shaul Eyal reiterated a buy rating on CYBR stock with a price target of $450. The analyst thinks that CyberArk is well-positioned to navigate the challenging market conditions and surpass the Street’s revenue estimate. Eyal’s optimism is backed by checks by his firm that indicated continued strength in demand, with CYBR’s effort to expand its platform away from its core privileged access management gaining traction among customers.

Additionally, Eyal noted that despite increasing global macro challenges, value-added resellers, consultants, and partners are not seeing any slowdown in the second-quarter pipeline. He cited some of the key reasons for CYBR’s consistent performance, including its Identity and Access Management’s mission criticality and the persistent attack on digital identities by hackers. Also, rival SailPoint’s recent results and outlook didn’t indicate any slowdown, which bodes well for CyberArk as both companies are targeting similar market tiers.  

Eyal sees the possibility of CyberArk revising the mid-point of its fiscal 2025 revenue guidance higher as the year progresses. Nevertheless, he contends that even if the company reiterates its guidance despite a possible Q1 2025 beat, it will still be viewed positively, given the growing macro challenges.

The analyst also highlighted CYBR’s efforts to expand its platform through strategic acquisitions like that of Zilla, which offers identity governance and administration solutions, and Venafi, which provides machine identity solutions. He continues to see a huge opportunity for CyberArk in the Agentic AI market.

“CYBR is executing well and remains well positioned to achieve its LT FY28 targets of $2.2B in rev and $600M of FCF [free cash flow],” said Eyal.

Eyal ranks No.14 among more than 9,300 analysts tracked by TipRanks. His ratings have been successful 64% of the time, delivering an average return of 22.5%. See CyberArk Ownership Structure on TipRanks.



Source link

Tags: analystsAttractiveChallengingFindstocksStreetTimesTopWall
ShareTweetShare
Previous Post

The Sunday Morning Antidote Movie Presents: The Incident

Next Post

‘If you don’t retire a millionaire, that’s no one’s fault but yours’

Related Posts

edit post
Top Wall Street analysts recommend these 3 dividend stocks for stable returns

Top Wall Street analysts recommend these 3 dividend stocks for stable returns

by TheAdviserMagazine
October 5, 2025
0

In this photo illustration, the Brookfield Infrastructure Partners company logo is seen displayed on a smartphone screen. Piotr Swat |...

edit post
A Blurry Future for Eye Tracking Stocks

A Blurry Future for Eye Tracking Stocks

by TheAdviserMagazine
October 4, 2025
0

Eye tracking stocks should be making hay while the sun shines. We’re seeing an emergence of new regulations in favor...

edit post
Case for investing abroad despite record U.S. market gains

Case for investing abroad despite record U.S. market gains

by TheAdviserMagazine
October 4, 2025
0

Investors may want to boost their exposure overseas."Home bias is about as bad as it's ever been in the United...

edit post
Activist Irenic builds a stake in Workiva, hoping to gain two board seats

Activist Irenic builds a stake in Workiva, hoping to gain two board seats

by TheAdviserMagazine
October 4, 2025
0

Company: Workiva (WK)Business: Workiva is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business...

edit post
Inside the uranium plant at the center of U.S. plans to expand nuclear power

Inside the uranium plant at the center of U.S. plans to expand nuclear power

by TheAdviserMagazine
October 4, 2025
0

EUNICE, NEW MEXICO — Paul Lorskulsint was a shift manager at a brand new uranium enrichment facility deep in the...

edit post
Bitcoin rallies to within 1% of all-time high, gaining safe-haven status during shutdown

Bitcoin rallies to within 1% of all-time high, gaining safe-haven status during shutdown

by TheAdviserMagazine
October 4, 2025
0

Bitcoin rallied on Friday to within striking distance of its record high as the U.S. government's shutdown entered its third...

Next Post
edit post
‘If you don’t retire a millionaire, that’s no one’s fault but yours’

‘If you don’t retire a millionaire, that’s no one’s fault but yours’

edit post
Inside activist investor Elliott’s proxy fight to break up Phillips 66

Inside activist investor Elliott's proxy fight to break up Phillips 66

  • Trending
  • Comments
  • Latest
edit post
What Happens If a Spouse Dies Without a Will in North Carolina?

What Happens If a Spouse Dies Without a Will in North Carolina?

September 14, 2025
edit post
California May Reimplement Mask Mandates

California May Reimplement Mask Mandates

September 5, 2025
edit post
Does a Will Need to Be Notarized in North Carolina?

Does a Will Need to Be Notarized in North Carolina?

September 8, 2025
edit post
DACA recipients no longer eligible for Marketplace health insurance and subsidies

DACA recipients no longer eligible for Marketplace health insurance and subsidies

September 11, 2025
edit post
‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

September 9, 2025
edit post
Tips to Apply for Mental Health SSDI Without Therapy

Tips to Apply for Mental Health SSDI Without Therapy

September 19, 2025
edit post
Firefly Aerospace strengthens portfolio with 5 million deal for national security tech firm SciTec

Firefly Aerospace strengthens portfolio with $855 million deal for national security tech firm SciTec

0
edit post
Gazans long for end to war, Rubio says not yet

Gazans long for end to war, Rubio says not yet

0
edit post
Why an analyst downgrade of Wells Fargo does not change our conviction in the stock

Why an analyst downgrade of Wells Fargo does not change our conviction in the stock

0
edit post
Championing Teachers in High-Conflict Contexts

Championing Teachers in High-Conflict Contexts

0
edit post
Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

0
edit post
Vitamins vs. Technocracy: Lessons from MK-7

Vitamins vs. Technocracy: Lessons from MK-7

0
edit post
Firefly Aerospace strengthens portfolio with 5 million deal for national security tech firm SciTec

Firefly Aerospace strengthens portfolio with $855 million deal for national security tech firm SciTec

October 5, 2025
edit post
Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

October 5, 2025
edit post
When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now

When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now

October 5, 2025
edit post
I went to a day trading meetup and spoke to people with dreams of getting good enough to quit their 9-to-5

I went to a day trading meetup and spoke to people with dreams of getting good enough to quit their 9-to-5

October 5, 2025
edit post
OpenAI and Jony Ive may be struggling to figure out their AI device

OpenAI and Jony Ive may be struggling to figure out their AI device

October 5, 2025
edit post
Layoffs will start if shutdown talks ‘going nowhere’, says White House

Layoffs will start if shutdown talks ‘going nowhere’, says White House

October 5, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Firefly Aerospace strengthens portfolio with $855 million deal for national security tech firm SciTec
  • Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’
  • When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.