Wall Street is optimistic about these 2 shares, where Trump’s tariff ignites the market
This week, the stock market recorded its highest losses since the epidemic, as investors’ reaction to the uncertainty surrounding the definitions of Donald Trump.
To put these losses in its correct perspective, at the end of the last session, the S&P 500 normative index decreased by 6 %, and Dow Jones decreased 5.2 %, and about $ 6.4 trillion in value. The Nasdaq Stock Exchange decreased by 5.8 %, and entered the bear market.
Despite the sales of the market, the most prominent department of the next Wall Street analysts who are likely to flourish in the market caused by customs tariffs.
First Solar (nasdaq: flr)
Although Solar First (Nasdaq: FSLR) had a approximate start until 2025, BMO Capital analysts have reaffirmed the “Outperform” classification on the American solar panel manufacturer.
Analysts maintained a $ 230 price. The company is still optimistic about the FSLR, where modern mutual definitions were seen, with an average of 39 % on Southeast Asia’s solar imports, which make up 80 % of American solar imports, as a long -term stimulus for manufacturers in the United States such as First Solar.
BMO FLLR sees as a long -term beneficiary of definitions, which may enhance the demand for local manufacturing while competitors face pricing pressure. Analysts were also martyred in the positive trends in ASPS (average selling prices) as a factor in support of the company’s growth expectations.
However, there are still short -term risks, including uncertainty about the IRA (IRA) law and margin pressure from continuous imports from countries such as India, Vietnam and Malaysia.
Despite these opposite winds, BMO believes that long -term evaluation is still convincing.
At the time of the press, the FSLR was traded at $ 128.69, a decrease of more than 5 % for this day. However, on the weekly graph, the arrow gained about 3 %.
Amazon (nasdaq: amzn)
According to Goldman Sachs (NYSE: GS) analyst, the Amazon (Nasdaq: Amzn) technology is other rights that are likely to flourish. On April 5, analyst Eric Sheridan reiterated the “Buy” rating on Amazon and reaffirmed the goal of $ 255. At the time of the press, Amzn shares were traded at $ 171, a decrease of more than 4 %.
The call comes amid a renewed focus on mutual definitions with an average of 18.2 %. The analyst has a potential effect of 5 to 10 billion EPIT of the costs of high goods at the first end (1p).
Despite tariff pressures, Goldman Sachs remains confident, highlighting the Amazon scale, sellers’ relationships, and pricing flexibility as effective mitigation cranes.
To this end, the company is said to be negotiating with sellers, selectively raising prices, and converting the product mix into potential margin strikes.
Sheridan pointed to the stability of the Amazon margin during the 2018-2019 tariff period, and note that the analysis focuses on international works 1p, with the exception of the effects of third-party sellers, who may face separate price challenges.
The banking giant also cited additional rear circuits, including the closure of minimal exemption, which may reduce competition from Chinese platforms such as Temu and Tiktok Shop.
Goldman concluded that with the risks remaining, the Amazon elasticity and size leave it in a good position in the current tariff environment.
Distinctive image via Shutterstock
