From Yahoo Finance: 2025-03-22 06:30:00

President Trump’s unpredictable trade policies, including threats and tariffs against Canada, Mexico, and China, have economists and the public concerned about trade wars and inflation. Geopolitical tensions have worsened, leading to a drop in consumer sentiment. Goldman Sachs analyst Brooke Roach recommends quality stocks amid volatility, highlighting Ralph Lauren and SharkNinja as top picks.

Ralph Lauren, known for its upscale clothing and lifestyle products, reported strong quarterly earnings, exceeding expectations with revenue of $2.1 billion and non-GAAP EPS of $4.82. The company raised its full-year revenue guidance for fiscal 2025, expecting growth of 6-7%. Analyst Roach sees potential for market share capture and margin expansion, giving a Buy rating and $286 price target for a 27% upside.

SharkNinja, a home appliance company specializing in innovative kitchen tools and vacuum cleaners, impressed with 30% revenue growth in Q4 2024. Analyst Roach praises the company’s robust innovation pipeline and growth potential, forecasting a 49% upside with a Buy rating and $133 price target. The stock has a Strong Buy consensus rating, with 6 Buys and 1 Hold, and an average price target of $138 for a 54% potential upside.



Read more at Yahoo Finance: Goldman Sachs Pounds the Table on 2 Quality Stocks Amid Heightened Volatility