In a week marked by ferocious market swings, investors have been navigating through the ups and downs brought on by the Trump administration’s tariff rhetoric. Despite the uncertainty, proactive investors are seizing opportunities to bolster their portfolios. A careful review of stocks recommended by top analysts can provide insights into where to place bets for both immediate relief from volatility and sustainable long-term gains. Here, we examine three compelling stocks favored by seasoned Wall Street experts, promising resilience and growth potential even as the economic landscape remains tumultuous.
Zscaler: A Cybersecurity Powerhouse on the Rise
In an era where digital security is paramount, Zscaler (ZS) emerges as a beacon for investors seeking reliable tech stocks. Known for its Zero Trust Exchange platform, Zscaler offers unparalleled protection against cyberattacks while allowing flexible access for users and devices. The company recently exceeded expectations with its second-quarter results for fiscal 2025, fueled by a surge in demand for Zero Trust solutions and artificial intelligence integration. Analyst Shaul Eyal from TD Cowen highlighted Zscaler’s robust market presence, especially with its clientele that includes 14 out of the 15 U.S. cabinet agencies.
Eyal’s confidence is substantiated by Zscaler’s strategic innovations, such as a revised go-to-market strategy that has improved sales productivity and reduced attrition rates. Given the ongoing engagement with AI and the rapidly evolving cyber landscape, Zscaler forecasts reaching $3 billion in annual recurring revenue by fiscal 2025—a significant milestone that reflects the company’s aggressive growth trajectory. This level of security and foresight positions Zscaler as a cornerstone for a resilient investment strategy, especially as organizations increasingly rely on advanced cybersecurity solutions to cope with escalating threats.
Costco: A Resilient Retailer Amidst Economic Headwinds
Conversely, Costco Wholesale (COST) manages to stand out in the retail sector despite facing its challenges. While the company recently released mixed fiscal second-quarter results for 2025, it still exceeded revenue expectations driven by a healthy spike in comparable sales. What sets Costco apart is its unique membership-only model and its ability to maintain customer loyalty even in tougher times. Analysts like Corey Tarlowe from Jefferies have noted that Costco’s solid performance in non-food categories and increasing membership fees highlight the company’s operational strength.
Despite the headwinds from foreign exchange rates and shifting economic policies, Costco’s low exposure to tariffs—even in the face of new announcements from the Trump administration—positions it favorably against competitors. Tarlowe underscores that nearly one-third of Costco’s U.S. sales come from imports, with a minimal dependency on countries embroiled in tariff disputes. With an adjusted price target raised to $1,180, Costco is not just weathering economic pressures but thriving because of its scalable model and dedicated consumer base.
Karman Holdings: A Bold Push into Defense and Space
Finally, Karman Holdings (KRMN) has quickly asserted itself as a promising entrant in the defense and space sectors. With an impressive portfolio ranging from payload systems to advanced missile defense technologies, the company is set to capitalize on the growing U.S. defense expenditure and space exploration initiatives. Analyst Amit Daryanani, who has initiated coverage with a buy rating, predicts strong sales growth driven by increasing demands in both military and civilian aerospace applications.
Karman stands to benefit from a paradigm shift towards missile defense and hypersonics, aligning perfectly with ongoing strategic priorities for U.S. defense agencies. Daryanani has pegged Karman’s fiscal 2025 sales growth at 18%, anticipating a notable rise in earnings per share alongside an expansion in EBITDA margins. Given the heightened focus on national security and the resilient demand for innovative defense solutions, Karman represents an enticing opportunity for investors looking for exposure to fast-evolving sectors.
In this age of uncertainty, marked by erratic market behavior and economic policy shifts, Zscaler, Costco, and Karman Holdings are emerging as strong contenders. Each company embodies the spirit of innovation and resilience, ready to leverage their positions to offer investors not just shelter from current storms but a pathway to substantial long-term gains. With robust growth models and strategic advantages, they are well-positioned to deliver returns that defy market volatility. In a landscape where many are paralyzed by fear, these stocks invite a bold approach, encouraging investors to look beyond the chaos and seek out steadfast opportunities.
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