Wolfe Research says sticking with stocks that are coming off of strong earnings are best suited to ride out tariff headwinds. “Our sense is, while tariff uncertainty reigns supreme, these companies are likely to ‘ride out the storm’ with positive fundamental momentum,” Wolfe Research chief investment strategist Chris Senyek wrote in a Wednesday note. Stocks were higher on Wednesday as investors hoped that news of preliminary trade talks between the U.S. and China will result in a deal. Markets have been volatile since President Donald Trump’s “reciprocal” tariff announcement last month, which has some worried that the economy could be headed toward a recession as a result of the trade shakeup. To contend with the uncertainty, the firm screened for stocks that have surpassed Wall Street estimates on the top and bottom line for two-straight quarters and have risen after reporting results. Wolfe further narrowed the list by including positive year-to-date earnings per share revisions for 2025 as an additional criteria. Here’s a look at some of the names that made Wolfe’s list. Facebook-parent company Meta Platforms made the cut. Meta’s better-than-expected first-quarter results were underpinned by strength in the company’s advertising segment, despite macroeconomic pressure. Analysts lauded the results, and largely stood by their optimistic view of the stock. The results followed similarly strong fourth-quarter results earlier this year. META YTD mountain Meta Platforms stock. Analysts have also raised their EPS estimates for Meta by 0.2% so far in 2025. Eighty-eight percent of analysts polled by FactSet have a buy rating on Meta stock, with an average price target that implies about 18% upside. Streaming darling Netflix also made the list. Analysts have raised their earnings outlooks for Netflix by a robust 7% in 2025. The company is coming off of an impressive first quarter, which saw Netflix notch revenue growth of 13% thanks to increased subscription and advertising dollars. Despite the big beat, Netflix reiterated its 2025 outlook. Still, the results were encouraging enough to propel Netflix shares to a historic streak of 11 straight winning sessions. Roughly 70% of analysts surveyed by FactSet have a buy rating on Netflix stock. However, after the strong run the stock has had, the consensus price target equates to about 3% downside. Other names on Wolfe’s list include financial stocks Citigroup and JPMorgan Chase .
