Even in a decidedly ugly market, analysts remain bullish on select stocks. We sourced these from our Strong Buy Stocks from Top Wall Street Analysts screener:
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Sea Ltd (NYSE: SE) could benefit from upcoming demand for greater diversification
- Despite losses, analysts still believe in Semtech Corp (NASDAQ: SMTC)
- In a downtrending market, Kinross Gold Corp (NYSE: KGC) has an advantage
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In an era of rising trade tensions and recession concerns, diversification — not only across sectors, but in terms of geography- is quickly becoming a must. Sea Ltd is an internet company based in Singapore. It has its fingers in many pies — e-commerce, digital entertainment, and even digital finance. More to the point, its operations span a wide array of markets outside the U.S., such as Southeast Asia, India, and Latin America.
Zen Rating: B (Buy) — see full analysis >
Recent Price: $107.30 — get current quote >
Max 1-year forecast: $182.00
Why we’re watching:
- A total of 8 researchers track SE stock and issue ratings for it, 6 of which have given it Strong Buy ratings. The remaining coverage is split between 1 Hold and 1 Sell rating. See the ratings
- Most recently, Loop Capital’s Rob Sanderson (a top 13% rated analyst) maintained a Strong Buy rating on Sea Ltd shares and increased his price target from $135 to $165.
- Sea's gaming franchise has been consistently profitable and is expected to continue growing in the future, with potential for further acceleration, Sanderson told readers.
- Meanwhile, the company's fintech division is seeing "massive" development in emerging regions, and its e-commerce ecosystem is a "treasure trove" of customer data that can be used to power risk models, the analyst added.
- Sanderson predicted that Sea could be a "core holding" in long-term growth portfolios and believes that the near-term setup of the company is excellent.
- The Street-high price target of $182, which implies a 35.24% upside, was also set by a highly-rated researcher — Barclays’ Jiong Shao (a top 7% rated analyst), who cited strong revenue growth as the reason why he hiked his price forecast from $148.
- SE stock has an overall Zen Rating of B — and stocks of that caliber have provided an average annual return of 19.88% since the early 2000s.
- A Zen Rating is a composite of seven Component Grade ratings. Sea Ltd stock has the highest rating, an A rating in three categories — Growth, Momentum, and Artificial Intelligence. In terms of the former, it ranks in the top 1% of stocks we track — in terms of the latter two, it ranks in the top 4%. (See all 7 Zen Component Grades here >)

Investors often come across the phrase “buy the dip” — but with Semtech Corp, it’d be more apt to say “buy the plunge.” After an unexpected setback when it comes to revenue from a crucial segment, SMTC stock has lost over 50% in value in the past 3 months. However, there’s an odd dissonance at play — while analysts have cut their price targets accordingly, they’re still bullish, and see plenty of upside — particularly at the current, reduced valuation.
Zen Rating: B (Buy) — see full analysis >
Recent Price: $28.01 — get current quote >
Max 1-year forecast: $85.00
Why we’re watching:
- There’s something to be said for still having Wall Street’s confidence after that massive 52.16% stock price dive. SMTC currently has 11 ratings — 7 Strong Buys, 4 Buys, with nary a Hold, Sell, or Strong Sell in sight. See the ratings
- P.S. — the average 12-month price forecast for Semtech Corp shares implies a 71.79% upside.
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Timothy Arcuri of UBS (a top 2% rated analyst) recently doubled down on a Strong Buy rating while decreasing his price target from $65 to $60.
- Arcuri told readers that in spite of concerns raised by the company's 8-K last month, suggesting its Nvidia CTLE ramp was pushed out to Rubin, the company's Q4 2025 results and management's Q1 2026 guidance were in line with expectations.
- According to the analyst, the stock's current risk-reward ratio is "quite appealing."
- Even with the steep reduction in price accounted for, Semtech Corp shares still have Zen Rating of A, placing them in the top 5% of equities we track.
- SMTC’s Growth Component Grade rating is definitely the star of the show — in this regard, it ranks in the 99th percentile of the more than 4,600 stocks that we track. (See all 7 Zen Component Grades here >)

3. Kinross Gold Corp (NYSE: KGC)
Our last entry for this week is an interesting one. Kinross Gold Corp is a mining business with a diverse geographical footprint. However, what makes it worthy of consideration is discipline — of the financial kind. The company has quite a strong balance sheet, and despite not attracting much attention from Wall Street, we believe it deserves a closer look.
Zen Rating: B (Buy) — see full analysis >
Recent Price: $11.82 — get current quote >
Max 1-year forecast: $15.00
Why we’re watching:
- For one, this is one of the most successful stocks in our Zen Investor portfolio. Despite recent market volatility, the stock is up 35% since it was added to the portfolio in late 2024.
- Analysts see good things for the stock, too. Raymond James researcher Craig Stanley recently set a $15 price target, whereas his prior forecast was $12. The revised price target implies a 25.21% upside from current prices.
- In a sector preview note, Stanley reported that Raymond James updated its commodity price estimates for the precious and base metals complex.
- The firm increased gold and silver price estimates in the near and long term to reflect the strong YTD performance, sector demand at higher than historical levels, and continued political uncertainty, the analyst detailed.
- Raymond James' long-term price forecasts were increased because higher reserve and resource pricing will drive up operating costs and incentive pricing, Stanley added.
- In spite of having flown underneath Wall Street’s radar, it hasn’t flown underneath ours. Kinross Gold Corp stock currently carries a Zen Rating of B, and ranks in the top 7% of stocks overall.
KGC shares rank highly in terms of Value and Momentum — in the top 20% and 19%, to be exact, but the star of the show is their Value Component Grade rating. In that category, Kinross Gold stock ranks in the top 4%. (See all 7 Zen Component Grades here >)

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