Goldman Sachs backs top stocks to thrive amid market uncertainty

In March 2025, Goldman Sachs provided insights into several stocks considered well-positioned to withstand current market volatility. Focusing on companies likely to benefit from discretionary client demand, the firm highlighted Globant, an IT services and solutions software company, despite its shares being down 38% this year. Analyst James Schneider noted that Globant's robust exposure to artificial intelligence and specific growth drivers could make it an appealing buy during market pullbacks. American Tower was also on Goldman Sachs' radar, with shares appreciating 15% this year. Schneider commended the company for its strong performance relative to peers, particularly its increased upside potential due to favorable positions in the data center business and lower exposure to the U.S. market. This positions American Tower for superior growth amid a challenging overall environment. Additionally, SharkNinja was spotlighted for its undervalued growth potential. Analyst Brooke Roach emphasized the company's ongoing investments into long-term growth strategies, including geographic expansion and supply chain diversification, which management believes will support their bottom line despite the initial expenditures. Their recent strong financial report further solidified this view. Grindr, too, was viewed favorably, with speculation around its investments in user engagement and growth initiatives. Analysts acknowledged the strength of Grindr's margins and their potential for improved user growth through strategic investments planned for 2025-2026. As market fears intensify, Goldman Sachs encouraged investors to consider these stocks as cultivating promising prospects in an uncertain economic landscape.