Markets are pulling back aggressively.

Still, analysts are finding plenty of opportunity.

Look at Ferrari (RACE), for example.

After dropping from about $510 to $405, the stock is racing higher on a Barclays upgrade. In fact, the firm upgraded RACE to an overweight rating, noting there’s a. good entry point.

As reported by CNBC: A major catalyst also comes from Ferrari confirming its guidance in the face of President Donald Trump’s Wednesday announcement that he would slap a 25% tariff on “all cars that are not made in the United States.” This guidance confirmation serves to reaffirm Ferrari’s strong pricing power and low margin sensitivity, especially illustrating its strong relative resilience versus other European competitors.

Applied Materials (AMAT)

Jefferies just upgraded Applied Materials (AMAT) to a buy rating with a price target of $195.

The firm points to AMAT’s attractive valuation as the catalyst for the upgrade. They also believe the company is a leading beneficiary of spending growth in DRAM (dynamic random access memory). “Applied Materials also has the lowest China exposure among the big three U.S. semiconductor companies, meaning it could potentially better hedge President Donald Trump’s tariffs than its competitors,” says CNBC.

Technically oversold, AMAT now sits at double bottom support at around $147. From here, we’d like to see an initial retest of $158.

Disney (DIS)

Oversold shares of Disney (DIS) is also interesting. Last trading at $100.45, we’d like to see DIS initially retest $110. Helping, Bank of America just reiterated a buy rating on the stock, noting that it doesn’t see signs of underlying fundamentals coming under pressure.