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Wall Street is wasting no time saying which stocks it really hates in the era of bruising Trump tariffs .

It's hard to fault the quick change in sentiment.

Markets braced for another day of heavy selling on Friday . At the time of this writing, Dow Jones Industrial Average futures ( YM=F ) were sinking 1,400 points as China hit back with fresh 34% tariffs on the US and added 11 companies to its unreliable list.

Major sell-offs in top names such as Apple ( AAPL ), Nvidia ( NVDA ), and Palantir ( PLTR ) persisted.

"It's impossible to pick a stock right now," remarked one Wall Street source to me by email.

Yahoo Finance searched the Wall Street community's plethora of research notes from the past 48 hours to find a few less obvious names that Wall Street dislikes post " Liberation Day ."

There were many to choose from, and a lot of them were obvious (see Apple above). But we erred on the side of highlighting less obvious names that may also have a direct tie-in with stocks you currently own.

The collective theme with these stocks is that Trump's new tariffs could directly hammer sales, profits, and valuation multiples. The tariffs could trigger a recession too.

Read more: How to protect your money during economic turmoil, stock market volatility

Citi analyst Ygal Arounian

It's hard to be bullish on an online home furnishings marketplace that sells products mostly sourced China.

Arounian slashed his rating on Wayfair to Neutral/High Risk in a Friday morning note.

"We downgrade Wayfair to Neutral/High Risk and lower our price target to $28 from $58 on the potential disruption from reciprocal tariffs and increased macro uncertainty to the home goods end market," Arounian said. "We continue to believe management has done well in controlling what is in its control (cutting costs to support EBITDA growth, refinancing its debt) and we like the long-term fundamental opportunity for Wayfair to continue taking share within the home goods category and believe its path to 10% adjusted EBITDA margins would be intact in a more normalized macro (ex. reciprocal tariffs). However, the macro headwinds are too much to ignore at this point and we see the risk/reward balanced here."

Evercore ISI analyst Mark Mahaney

Mahaney defended his top 2025 picks, Uber ( UBER ) and Amazon ( AMZN ), in a note on Friday.

"First, the Net sector has limited direct exposure to tariff risk," Mahaney said.

But he acknowledges recession risk makes it hard to warm up to a host of internet names.

"On the flip side, the Net companies with the most recession risk would be companies with significant exposure to discretionary spending (SHOP, ABNB, BKNG, EXPE, EBAY, ETSY), as well as companies with significant exposure to Brand Advertising (TTD, SNAP, ROKU)," Mahaney added.

Citi analyst Steven Zaccone

Citi analyst Steven Zaccone slashed his rating on Best Buy on Thursday to Neutral from Buy.

Similar to the thesis on Wayfair, electronics retailer Best Buy sells merchandise highly exposed to the new global trade war.

"We believe the tech replacement cycle, new AI innovation, and margin execution are positive attributes to the story, but the external backdrop is making for a more challenging environment to execute. We see increasing same-store sales risk in the face of consumer uncertainty as well as higher promotional risk from tariffs," Zaccone said.

Brian Sozzi is Yahoo Finance's Executive Editor. Follow Sozzi on X @BrianSozzi , Instagram , and LinkedIn