8 buy-rated stocks UBS analysts love after the Liberation Day market crash
Looking for buying opportunities as stocks drop from trade war news? Here's what UBS recommends.
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- The stock market faces challenges from the trade war and recession fears.
- Despite the sell-off, UBS analysts find investment opportunities at bargain prices.
- Investors can consider tech stocks, energy sector, and tariff-resistant business models.
The stock market has been battered by the trade war, talks of firing Jerome Powell, and rising recession fears — leading to plummeting investor sentiment.
There's certainly a lot to worry about in the current economic environment, but don't let that scare you out of participating in the stock market. It's often during the biggest sell-offs when investors find the most compelling entry points. With the S&P 500 down more than 12% from its all-time high in February of this year, there are a lot of stocks on sale for those who are looking to add to their portfolio.
Amid the market sell-off, UBS analysts are still finding investment opportunities at bargain prices. Some of these stock prices have been beaten down by extreme investor pessimism, but the bank sees potential in some of the names that Wall Street has cast aside. After all, straying from the crowd and picking up unloved stocks that are temporarily troubled from tariff concerns could seriously pay off down the road.
Whether you're looking to pick up discounted tech stocks, add to your defensive positions through the energy sector, or bet on some tariff-resistant business models, there's something for every investor here.
Listed below are eight stocks that UBS has initiated or upgraded to a "Buy" rating on since April 2, 2025, along with their 12-month price targets and relevant analyst commentary.
Markets Insider
Ticker: HUBS
Price target: $675
Analyst commentary: "The set-up is attractive for a high-quality software company who has a more conservative FY25 guide (less likely to need a material cut) and could be a snapback long if macro headwinds prove to be overblown. We believe HUBS' company-specific growth tailwinds are underappreciated and could help to curb downside pressures in the near-term and support durable growth in the long-term."
Markets Insider
Ticker: SJM
Price target: $134
Analyst commentary: "With a portfolio of leading brands and exposure to attractive categories on a relative basis, we believe SJM will continue to deliver organic sales growth above Packaged Food peers."
Markets Insider
Ticker: GPOR
Price target: $215
Analyst commentary: "We forecast that GPOR returns ~90% of its Adj. FCF to shareholders in 2025 and 2026 […] We see Street estimates only pricing in capital returns of 55% - 60% of FCF in FY25/26, suggesting potential upside to these estimates as GPOR executes on its buyback forecasts and aggressively returns capital to shareholders."
MarketWatch
Ticker: MGY
Price target: $26
Analyst commentary: "A premium multiple is warranted given a top-tier balance sheet that supports capital returns amid lower oil prices. With shares down 25+% from their 52-week high, a favorable entry point has emerged in a high quality SMID Cap offering the best attributes of a defensive Large Cap."
Markets Insider
Ticker: AXTA
Price target: $40
Analyst commentary: "AXTA's sales are global, with only ~1/3 of sales in the US. So to the extent that tariffs impact US demand, AXTA has some diversification to mitigate the impact."
Markets Insider
Ticker: SEE
Price target: $38
Analyst commentary: "We expect earnings to stabilize in 2025 as cost cutting ramps, even if volumes remain weak […] All in, we believe the stock is currently pricing in too severe of a downside scenario at current levels, providing a buying opportunity."
Markets Insider
Ticker: FUN
Price target: $49
Analyst commentary: "Six Flags is likely to beat both our and Street's estimate, with a growth profile that could support re-rating of multiple closer to historical average of around 8.5x, if not better, from current 6.8x given upside to revenue synergies post merger."
Markets Insider
Ticker: EQH
Price target: $77
Analyst commentary: "We see 10% upside to consensus 2026 EPS emerging as EQH reports results over the near-term. Roughly half of the upside is driven by our assumption that its sales of the fastest-growing annuity known as RILA (registered index linked annuity) continue growing at 10-15%, instead of stalling which consensus currently assumes."
