These Three Stocks Are Being Pounded by Wall Street Analysts

Following the announcement of a new U.S.-Vietnam trade deal by former President Donald Trump and a stronger-than-expected June jobs report, stocks posted solid gains last week. Despite the rally, analysts say that many compelling investment opportunities remain.

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Wall Street’s top-rated analysts continue to identify stocks with strong fundamentals and promising growth potential. Based on data from TipRanks, a platform that evaluates analysts’ accuracy, here are three standout stock picks favored by the pros.

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Dell Technologies (DELL)
Dell Technologies, a key player in IT hardware, software, and services, is the first pick. Evercore analyst Amit Daryanani recently reiterated his bullish stance on Dell, maintaining a Buy rating and increasing his price target to $150. Similarly, TipRanks’ AI analyst holds an “outperform” rating on the stock, though with a slightly lower target of $128.

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Daryanani came away from recent meetings with Dell management more confident in the company’s ability to generate high single-digit revenue growth and a double-digit rise in both earnings per share (EPS) and free cash flow (FCF). This optimism stems from Dell’s cost optimization efforts over the past two years and favorable momentum from its AI-related initiatives.

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One highlight was the company’s AI server segment, which is outperforming expectations in terms of margins. Dell is also charging a premium compared to its peers, while its infrastructure innovations, such as liquid cooling capabilities, are gaining traction. Daryanani believes the firm is well-positioned to benefit from a long-term uptick in enterprise AI adoption, estimating that high-margin enterprise customers will dominate AI server sales over time.

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Additionally, Dell's diversified global footprint helps mitigate risks from tariff-related pressures, giving it a competitive edge. Ranked No. 187 out of over 9,600 analysts tracked by TipRanks, Daryanani has a track record of success, with 63% of his calls turning a profit and an average return of 14.8%.

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Trade Desk (TTD)
Next is Trade Desk, a cloud-based platform that provides advertisers with advanced tools to identify and reach new audiences. Evercore’s Mark Mahaney recently upgraded the stock from Hold to Buy, assigning a price target of $90. TipRanks’ AI model also favors Trade Desk, giving it an “outperform” rating with an $83 target.

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Mahaney views the recent decline in Trade Desk’s stock as a buying opportunity in a company he describes as one of the “most consistent performers in the internet sector.” He pointed to signs of renewed strength in online advertising demand since April and May, along with improved execution at Trade Desk. The company’s product updates — including its new “Deal Desk” — have helped ease concerns over its transition from the legacy Solimar platform to the more AI-focused Kokai system.

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While acknowledging intensifying competition from Amazon’s demand-side platform (DSP), Mahaney believes Google’s DV360 is more vulnerable due to its overlap with Amazon’s strengths, whereas Trade Desk’s core business is less exposed.

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Looking ahead, Mahaney expects Trade Desk to finish 2025 with strong billing momentum (excluding political ad spend) and sees potential growth drivers in 2026, including major global events like the World Cup and Winter Olympics, along with continued benefits from the Kokai rollout.

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Mahaney is ranked No. 214 on TipRanks, with a 60% success rate and an average return of 16.0%.

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Amazon (AMZN)
The final pick is e-commerce and cloud computing giant Amazon. Jefferies analyst Brent Thill reaffirmed a Buy rating on the stock in a July 1 note and raised his price target to $255 from $250. TipRanks’ AI analyst also gave Amazon an “outperform” rating, assigning a slightly lower target of $233.

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Thill's upgraded view follows Jefferies’ consumer survey conducted in mid-to-late June, which found that Amazon remains resilient in the face of price increases, particularly those linked to tariffs. Despite 80% of respondents expressing concern over rising prices, 62% said they had spent the same or more on Amazon in the past three months, showing steady engagement.

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The survey also showed Amazon Prime remains a key competitive advantage, with 73% of respondents holding memberships compared to 26% for rival Walmart. Prime’s appeal continues to center around fast shipping, wide selection, and competitive pricing.

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Thill anticipates that Amazon’s upcoming Prime Day, scheduled for July 8–11 across 20 countries, will further strengthen customer loyalty and drive new memberships. He expects the extended four-day event to particularly attract students and younger shoppers, aided by six-month free trial promotions.

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Ranked No. 109 on TipRanks, Thill has a 67% success rate and an average return of 15.2%.

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Conclusion
As market conditions evolve, top analysts continue to spotlight companies with strong growth drivers and resilience across different sectors. Dell Technologies stands out in AI and infrastructure, Trade Desk is riding a digital ad resurgence, and Amazon continues to dominate with customer loyalty and strategic pricing. These stocks, favored by Wall Street’s most accurate analysts, offer investors compelling opportunities for the second half of the year.

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