economy
February 10, 2026
Some stocks are getting hit as bull market fractures. Evercore ISI says buy these on the dip
The investment bank is projecting last week’s volatility will remain the norm, and says these stocks that have declined could now outperform.
TL;DR
- Evercore ISI identifies buying opportunities in stocks that have suffered significant pullbacks.
- Recent market volatility was driven by concerns over AI's impact on software companies and earnings reports.
- Major indexes rebounded, with the Dow Jones Industrial Average crossing 50,000.
- Evercore's 'Falling Knives Out' screen targets stocks rated 'outperform' that are down over 10% in 2026 and 30% in 12 months, with high short interest.
- Software stocks like ServiceNow, Salesforce, and Workday, along with Blue Owl Capital, appeared on the list.
- Evercore maintains a generally bullish outlook on U.S. equities, projecting the SPX to reach 7,750 by year-end.
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