Five stocks to buy on market jitters
Goldman Sachs recently named several stocks the Wall Street colossus believes are a must-own as market fears rise. The investment bank said that investors should buy the dip in companies like Nvidia. Other stocks rated buy at Goldman and screened by CNBC Pro include: Ross Stores, Viking Holdings, Once Upon a Farm and Dutch Bros. Dutch Bros. The coffee chain is firing on all cylinders, Goldman wrote recently Analyst Christine Cho upgraded Dutch Bros. earlier this week to buy from neutral, saying investors should take advantage of its latest decline. “We see the recent pullback as an attractive entry into the best-in-class growth story in all of [[the] U.S. Restaurant space, driven by solid [same-store sales growth] and strong unit economics supporting mid-teens store growth,” she said. Cho also called Dutch Bros a “leader” in customized energy drinks, and said there’s plenty of room for future growth. The stock is down 16% in 2026. Read more. Once Upon a Farm Analyst Leah Jordan initiated research coverage of the children’s food maker with a buy rating earlier this week, saying it’s well-positioned for growth. Goldman served as Once Upon a Farm’s joint lead bookrunning manager for its February initial public offering. The investment bank said Once Upon a Farm has “strong brand power” and a “defensible market position.” In addition, the company’s products are part of an up and coming trend towards “better-for-you consumption,” she said. Jordan also praised Once Upon a Farm management, writing that it has a robust brand strategy. “Underscoring this brand strength, we note the company is the leader of dollar growth in the categories it participates in, while we believe the company has solid pricing power given low elasticity to prior price increases,” she continued. Viking Holdings Buy shares of the luxury cruise company, analyst Lizzie Dove said after the company’s earnings report last week. Viking reported a strong quarter with more upside to come, Goldman wrote. Dove says she’s seeing no signs of a slowdown and argues that the stock is immune to geopolitical uncertainty. “In a world where there’s been some uncertainty around cruise and the macro in recent months, VIK continues to fire on all cylinders with its higher-income demographic and differentiated product coming through,” she wrote. Goldman also raised its 12-month price target, to $84 a share from $78. “Another beat and raise with consistently strong pricing power and visibility,” the analyst summed up. The stock is down more than 10% in the past month. Ross Stores “ROST reported a robust 4Q beat led by a significant acceleration in comp on both a 1-yr and 2-yr stack. …. .Looking ahead, management’s 1QTD commentary was constructive, where they noted their merchants have delivered a strong post-holiday transition and the spring season is off to a very strong start. This quarter marks another strong proofpoint for ROST’s strategic playbook. We discuss our key takeaways from the quarter within. ” Nvidia “First, we expect upside to CapEx forecasts from hyperscalers in 2026, and early indications of 2027 CapEx growth becoming apparent. Second, we expect additional visibility into spending intentions by Nvidia’s non-traditional customers – such as OpenAI and Anthropic – through 2027 as their funding rounds are completed.” Viking Holdings “Another beat and raise with consistently strong pricing power and visibility. … .In a world where there’s been some uncertainty around cruise and the macro in recent months, VIK continues to fire on all cylinders with its higher-income demographic and differentiated product coming through.” Dutch Bros. “We see the recent pullback as an attractive entry into the best-in-class growth story in all of US Restaurant space, driven by solid SSSG and strong unit economics supporting mid-teens store growth. … .Leader in customized energy drinks with customization built into the model.” Once Upon a Farm “….we see a high-growth story tied to its premium portfolio of baby/kids food, supported by strong brand power, its defensible market position with in-aisle coolers, & the secular trend toward better-for-you consumption. … .Underscoring this brand strength, we note the company is leader of dollar growth in the categories it participates in, while we believe the company has solid pricing power given low elasticity to prior price increases.”
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