Financial markets have been rattled ever since President Trump started hinting at raising tariffs on dozens of countries in a bid to lower the country’s trade deficit in 2025.
But there are a bunch of US stocks that have a history of doing notably well amidst a choppy macro environment, according to analysts at the Bank of America Securities.
In fact, there are three of them – Coupang, PayPal, and Flutter – that the investment firm believes will rally following their earnings in the coming weeks.
Here’s what CPNG, PYPL, and FLUT have in store for investors in 2025.
Coupang Inc (NYSE: CPNG)
BofA analysts expect this Seattle-headquartered e-commerce giant to report in line results for its first financial quarter on May 6th.
But they remain bullish on CPNG shares as it may emerge as “one of the very few retailers that can gain market share and raise return profile at the same time.”
Over the longer term, the investment sees Coupang growing its earnings as well as margin profile on the back of “the turnaround of the developing offering business.”
Other Wall Street analysts agree with BofA’s bullishness on Coupang stock as well.
Consensus rating on the NYSE-listed firm currently sits at “buy” with the mean target of nearly $30, indicating about a 40% upside from current levels.
PayPal Holdings Inc (NASDAQ: PYPL)
BofA does not have high expectations for PayPal’s first quarter but recommends owning its shares on the massive year-to-date decline as the promised turnaround is progressing well indeed.
The investment firm expects PYPL shares to hit $93 by the end of this year, which translates to a more than 50% upside from current levels.
Its analyst Jason Kupferberg is constructive on PayPal stock also because it has an immensely strong balance sheet and brand reputation.
PayPal shares do not currently pay a dividend, but the valuation is a bit too compelling to pass, according to the Bank of America Securities.
Flutter Entertainment Plc (NYSE: FLUT)
A more than 20% decline in Flutter stock over the past two months is an opportunity to load up on a quality name at a deep discount, as per BofA analysts.
Rising competition and a potential consumer slowdown could make things more challenging for FLUT moving forward.
Still, the investment firm recommends gaining exposure to the sports betting and gambling company as the “underlying trends are solid.”
Flutter Entertainment Plc has a remarkable technical platform and massive opportunity to grow internationally, which could help its share price recover in the months ahead.
Additionally, the Bank of America analysts expect FLUT stock to benefit as more states move to legalize sports betting in the back half of 2025.
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