With the market’s recent sell-off, UBS sees opportunities to snatch up good stocks on the cheap. The S & P 500 has tumbled nearly 10% over the past five trading days, dragging the benchmark close to bear market territory following President Donald Trump ‘s tariff announcement. In the wake of those moves, UBS sees some stocks that are worth picking up while the market struggles. “To state the obvious, the macro environment is uncertain,” David Lefkowitz, the firm’s chief investment office head of U.S. equities, told clients in a Sunday note. “Nevertheless, the selling in markets has been vicious, and many companies with good longer-term prospects are now trading at more attractive valuations.” In addition to analyzing valuations for attractiveness, UBS screened for what it described as “higher quality” stocks that have most preferred ratings by the firm. UBS also sought names that likely offer long-term value and performance — even if near-term volatility continues to rattle the market. Here are 10 names that made the list: Amazon made the cut. The e-commerce giant’s shares have tumbled almost 8% over the past five trading days, dragging it down about 20% on the year. Lefkowitz pointed to the company’s leadership in both retail and cloud computing as reasons to expect long-term growth. While he said the stock may see short-term volatility, tariff-related concerns should already be priced in. The lion’s share of analysts polled by LSEG have buy ratings. The typical price target implies shares can rebound more than 50%. Aircraft manufacturer Boeing also made the cut. The stock has plunged about 19% over the past five trading days and has now dropped more than 21% of its value this year. However, Lefkowitz said Boeing will likely see strong demand and improvements in production, delivery and free cash flow. The defense business should get a boost from a recent contract to develop a fighter aircraft called the F-47 for the U.S. Air Force. Most analysts have a buy rating on the Virginia-based company, per LSEG. The average price target suggests shares can bounce 44%. Artificial intelligence darling and retail investor favorite Nvidia also earned a spot on UBS’ list. The megacap tech giant has dropped almost 10% over the past five days, pulling its year-to-date loss to around 27%. The overwhelming majority of analysts on Wall Street have a buy rating, according to LSEG. The average price target implies shares can surge more than 75% over the next year. NVDA 5D mountain Nvidia, 5 days Lefkowitz said the company is still positioned well to supply computing power that can drive wider AI adoption. He said Nvidia should be able to hold onto its lead over competitors due to its fast-paced innovation and increasing number of products. “While we recognize near-term risks from tariffs, we nonetheless believe that AI is a powerful secular trend that will drive significant economic value over time,” Lefkowitz told clients.
