A recent sell-off in the tariff market has created attractive entry points for certain stocks, according to Mizuho. The market’s reaction to President Trump’s ongoing tariffs has sparked concerns of an economic slowdown, causing a 10% decline in the S&P 500 over the past two trading days.
Mizuho analyst Maheep Mandloi notes that First Solar (FSLR), the largest US solar panel manufacturer, is undervalued due to negative sentiment around manufacturing tax credits. Despite this, Mandloi sees less pain for FSLR due to tariff-related offsetting and better negotiating power in 2027.
Chewy Inc. and Alibaba Group (BABA) also made Mizuho’s list of high-quality stocks with attractive entry points. Analyst David Bellinger highlights Chewy’s growth opportunities in its mobile app and vet-focused initiatives, while analyst James Lee views BABA as a defensive play for China’s uncertain macro outlook, focusing on core commerce and cloud segments.
These stocks have an outperform rating and are either insulated from tariffs or have fallen to valuation support levels. A list of these names includes FSLR, CHWY, and BABA. Investors may find compelling opportunities in these stocks as the market continues to navigate volatile news surrounding tariffs.
Source: https://www.cnbc.com/2025/04/07/buy-list-where-to-find-opportunity-during-the-tariff-rout-according-to-mizuho.html