As the Broader Market Takes Cover, Analysts Are Increasing Their Bets on These Stocks

A select group of stocks has managed to garner analyst optimism despite ongoing market turbulence caused by President Donald Trump’s tariff policies.

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The three major stock indexes have struggled to recover from February’s sell-off as investors remain uncertain about the economic impact of Trump’s wide-ranging tariffs. Year to date, the S&P 500 has declined by over 5%, while the Nasdaq Composite has dropped 10%. Meanwhile, the Dow Jones Industrial Average has fallen by more than 2% in 2025.

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With additional tariff-related announcements expected by Wednesday, investors may be looking for stocks with stronger outlooks. Notably, analysts have raised the price targets of certain stocks by at least 5% despite persistent market volatility. These upward revisions are primarily due to company-specific factors, such as leadership changes, strong demand in specific markets, or business models that analysts believe can withstand broader economic pressures.

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On Wednesday, the administration announced a 25% tariff on imported cars, with additional sector-specific tariffs set to be introduced by April 2—a date Trump has referred to as “Liberation Day.” These tariffs are designed as a retaliatory measure against countries that have imposed their own duties on U.S. imports.

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Despite this uncertain backdrop, analysts surveyed by FactSet have identified several stocks they believe have strong growth potential. Among them are Live Nation Entertainment and Intel, which analysts argue can weather market instability. Here’s a closer look at why analysts are confident in these stocks.

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Stocks with Rising Analyst Estimates Despite Market Declines

According to FactSet data as of March 26, several companies have seen notable increases in their price targets amid the market downturn. For instance, Super Micro Computer’s target price has risen by 18.7%, while Intel has seen a 12.6% increase. Texas Pacific Land, Solventum, and Live Nation have all experienced double-digit price target hikes as well.

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Live Nation Entertainment, despite declining 4% in 2025 as of Wednesday’s close, has received a 10% increase in its price target since the market’s February 19 sell-off. Analysts argue that live entertainment remains a relatively resilient sector, even in a weaker economic environment.

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Deutsche Bank analyst Benjamin Soff highlighted this point in a March 11 note, stating that “Live Nation continues to observe healthy demand, and we believe consumer spending on live events should hold up relatively well in the event of a macroeconomic downturn (compared to other forms of discretionary spending).” He also noted that Live Nation had already sold 65 million tickets as of February 2025, a 14% increase from the same period a year earlier.

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Meanwhile, Intel has outperformed the broader market with a 13% gain in 2025, although the stock has faced pressure in March, dropping more than 4%. The company recently appointed Lip-Bu Tan as its new CEO, a move that Wall Street largely welcomed. Analysts view Tan’s leadership as a key part of Intel’s turnaround strategy, particularly in artificial intelligence and manufacturing.

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Tan has expressed a commitment to regaining Intel’s competitive edge in the semiconductor sector. The company previously supplied chips for Apple products for approximately 15 years before Apple shifted to in-house chip development.

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“In areas where we are behind the competition, we need to take calculated risks to disrupt and leapfrog. And in areas where our progress has been slower than expected, we need to find ways to pick up the pace,” Tan said in a statement earlier in March.

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Since the February market decline, the consensus price target for Intel shares has risen by over 12%, according to FactSet.

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Another notable stock on the list is Yum Brands, the parent company of Taco Bell, KFC, and Pizza Hut. Shares of Yum Brands have climbed over 16% in 2025, though the stock has remained relatively flat in March.

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Barclays analyst Jeffrey Bernstein identified Yum Brands as a defensive play for investors looking to shield themselves from a potential consumer spending slowdown. He noted in a March 14 report that the company’s fast-food offerings position it well compared to higher-priced fast-casual competitors.

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In addition to its affordability advantage, Yum Brands is also innovating in technology. The company recently partnered with Nvidia to enhance artificial intelligence capabilities across its restaurant chains, including Taco Bell, KFC, and Pizza Hut.

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Since the February sell-off, analysts polled by FactSet have raised Yum’s price target by an average of 5.6%.

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Other stocks that have seen analyst optimism despite the market decline include Warner Bros. Discovery, which operates in the media and entertainment space, and Garmin, a GPS technology company.

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As investors brace for continued market volatility, analysts remain focused on stocks with strong individual catalysts. Whether through leadership changes, technological advancements, or steady demand in resilient industries, these stocks stand out as potential winners even amid broader economic uncertainty.

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