Analysts Highlight Dell and Amazon as Key Investment Picks
New York, Monday, 7 July 2025.
Top Wall Street analysts are recommending Dell and Amazon stocks for both short-term and long-term strategies, indicating strong potential growth despite a fluctuating market.
Analysts Rally Behind Dell Amid Economic Fluctuations
Recent analyses by top Wall Street experts highlight Dell Technologies Inc (NYSE: DELL) as a robust investment option. Analysts, including Evercore’s Amit Daryanani, anticipate Dell’s potential for high single-digit revenue growth alongside double-digit improvements in earnings per share (EPS) and free cash flow (FCF). These projections are largely attributed to cost optimization and AI-related strategies, underscoring Dell’s adaptability in a dynamic economic climate [2][3].
Amazon Poised for Continued Growth
Amazon.com Inc (NASDAQ: AMZN) stands as another recommended stock. Analysts such as Jefferies’ Brent Thill have upgraded Amazon’s price target to $255, reflecting confidence in its resilience against inflationary pressures. Despite rising consumer prices, survey data indicates that Amazon’s consumer base remains steady, with 62% of respondents maintaining or increasing their spending. This statistic underpins the strength of Amazon’s market presence and customer loyalty strategies, further bolstered by the upcoming Prime Day scheduled from July 8 to July 11, 2025 [1][4].
Trade Desk Capitalizes on Advertising Surge
Trade Desk Inc (NASDAQ: TTD) joins Dell and Amazon as a key investment pick by analysts. Evercore’s Mark Mahaney recently upgraded Trade Desk stock to Buy from Hold, with a price target of $90. Mahaney cites an improved sentiment in online advertising demand and enhanced corporate execution as critical factors for this upgrade [2][3]. Trade Desk’s strategic positioning makes it a compelling investment avenue amidst growing digital ad demand and technological advancements [3].
Economic Context and Investor Considerations
The recommendations for these stocks come at a time when the U.S. economy exhibits signs of recession as of July 7, 2025. This economic backdrop presents both challenges and opportunities, as companies like Dell, Amazon, and Trade Desk demonstrate their capacity to thrive in adverse conditions. Investors are increasingly drawn to these ‘recession-proof’ stocks that offer structured growth paths and compelling narratives of resilience and innovation [4][5].