Goldman Sachs recently named several stocks that Wall Street giants should own in the midst of growing market uncertainty. The investment bank said investors should take advantage of companies such as Nvidia. Other stocks rated Buy by Goldman and reviewed by CNBC Pro include Ross Stores, Viking Holdings, Once Upon a Farm, and Dutch Brothers. The coffee chain is firing on all cylinders, Goldman recently wrote Analyst Christine Cho upgraded Dutch Brothers to buy from neutral earlier this week, saying investors should take advantage of the recent decline in the stock price. “We view the recent pullback as an attractive entry point to a best-in-class growth story across the U.S. restaurant industry, driven by solid (same-store sales) growth and strong unit economics supporting mid-teens store growth.” Cho also called Dutch Brothers a “leader” in customized energy drinks and said there is plenty of room for future growth. Stock prices will fall 16% in 2026. Jordan, who Goldman served as co-lead bookrunning manager for Once Upon a Farm in its initial public offering in February, earlier this week rated the children’s food maker’s research a “buy,” saying Once Upon a Farm has “strong brand strength” and a “defensible market position,” and said the company’s products are part of an upcoming trend toward “better consumption.” Mr. Goldman emphasized that the company has a strong brand strategy. “Underscoring this brand strength, we believe the company’s pricing power is strong as the company has been less resilient to price increases in the past,” Goldman said. Following the company’s earnings report last week, he said he expects further upside going forward, and said there is no sign that the company’s stock price will decline. Stock price is unaffected by geopolitical uncertainty. “In recent months, despite the uncertainty surrounding cruises and the macro situation, VIK remains committed to delivering differentiated and high-income products,” he said. “Consistently high pricing power and name recognition have further boosted the stock price,” the analyst summarized. Ross Stores: “ROST reported strong fourth-quarter results led by strong revenue acceleration in both the one-year and two-year stacks…. Looking forward, management’s Q1 TD comments were constructive and market Chant said the spring season is off to a very strong start with a strong transition after the holidays.This quarter is another strong testament to ROST’s strategic strategy. Nvidia “First, we expect to see upside to our hyperscaler capex forecast in 2026 and early signs of increased capex in 2027. Second, we expect to see further visibility into the spending intent of Nvidia’s non-traditional customers, such as OpenAI and Anthropic, as funding rounds close.” Viking Holdings “We expect further wins and raises to occur due to our consistently strong pricing power and visibility.” “Despite the uncertainty surrounding cruises and macro conditions in recent months, VIK remains committed with the introduction of high-income segments and differentiated products.” Dutch Bros. “We view the recent rebound as an attractive entry into a best-in-class growth story across the U.S. restaurant space, driven by solid SSSG and strong unit economics supporting mid-teens store growth. … A leader in customized energy drinks that incorporates customization into its model.” “Once Upon a Farm”…We believe the strong growth story is tied to a premium portfolio of baby/kids foods supported by strong brand strength, a defensible market position with in-aisle coolers, and a long-term trend toward healthier consumption…In support of this brand strength, we note that we are the dollar growth leader in the categories in which we participate, while we believe the company has strong pricing power given its previous low resiliency to price increases. ”
