Analysts on Wall Street are optimistic about a handful of stocks that they say are in the middle of a turnaround. Stocks closed out the first half of the year at record-highs earlier this week, as investor optimism that trade deals are on the horizon helped lift the S & P 500 more than 10% in the second quarter. U.S. equities staged a sharp comeback from a steep selloff beginning in April that saw the broad market index approach bear market territory . Investors continue to hope that President Donald Trump will make further progress on trade, with his self-imposed 90-day pause on the highest levels of his tariffs set to run out next week. Wall Street is also watching progress on inflation and Trump’s tax and spending bill as it passed the U.S. Senate and heads back to the House for reconcilation. Here are some names that analysts on Wall Street have singled out due to their own turnaround stories. Stellantis Shares of Stellantis have slipped 21% in 2025, as Trump’s tariffs weighed heavily on the auto industry . But Jefferies analyst Philippe Houchois said Stellantis has “laid foundations for global relevance” under new CEO Antonio Filosa through partnerships with Chinese companies and plans to build out new technology platforms. “Data suggests the earnings slide is about to turn. A new internal CEO can move fast on overdue decisions, from brands to footprint and technology,” Houchois said in a June 25 note, where he upgraded the stock to buy from hold. “Autos look more challenged than ever, but many STLA operating issues are self-inflicted and fixable.” “Shares trading on 4x 2026E un-recovered earnings, with a solid balance sheet and low expectations of change, indicates to us the risk has shifted to the upside for a company that, more than once, defied adversity and showed an above industry sense of value and capital allocation,” he added. STLA YTD mountain Stellantis stock in 2025. More than half of analysts polled by FactSet have a hold rating on Stellantis stock. Their consensus price target implies more than 14% upside. Capri Holding Stock in Jimmy Choo and Michael Kors parent Capri Holding has declined about 12% in 2025, amid broader tariff worry that has hit the high-end fashion segment. Wells Fargo analyst Ike Boruchow said in a note last month that despite the stock’s rough stretch in the first half of the year, Capri has multiple ways to right the ship, including a potential asset sale and management change. CPRI YTD mountain Capri Holdings stock in 2025. “Post [ Tapestry ] merger falling through, CPRI has become one of the most beat up names in our group, which we believe is overdone at this point,” Boruchow said. “We see more ways to win than lose, with fundamental improvements to Versace and MK in the works and a potential leadership shake up/asset sales on the horizon.” Boruchow’s $25 per share price target calls for more than 41% upside from Monday’s $17.70 close. Roughly 67% of analysts polled by FactSet have a hold rating on Capri stock, with their consensus price target implying about 13% upside. Wolverine World Wide Footwear stock Wolverine World Wide have pulled back about 16% so far in 2025, but have gained nearly 42% over the past 12 months. Baird analyst Jonathan Komp said in a note last week that some of the bearish sentiment on Wolverine stock is overdone, especially in light of its strong first-quarter results that proved its exposure to tariffs is perhaps not as worrisome as previously feared. Some of the bearish sentiment is reflected in the high short interest on Wolverine stock, Komp said. The analyst said Wolverine’s efforts to stoke growth through its Saucony brand and active segments, as well as “manageable” tariff exposure underpin its turnaround story. WWW YTD mountain Wolverine World Wide stock in 2025. “We hold an optimistic view of the positioning of WWW’s brand portfolio over the long-term, and we have been pleased by improved execution, stronger acceptance of new product, and cleaner marketplace conditions,” Komp said. “We also have been encouraged by strategic enhancements, balance sheet progress, and momentum for Merrell/Saucony (57% of 2024 revenue).” The analyst anticipates second-quarter results in August will be better than Wall Street estimates, driven a stronger-than-expected gross margin. Komp’s $22 per share price target implies about 22% upside from Monday’s $18.08 close. The overwhelming majority of analysts surveyed by FactSet are bullish on Wolverine World Wide stock, with 90% maintaining a buy or overweight rating, while their consensus price target calls for 11% upside.
