Goldman Sachs last week named a number of stocks it believes have more room to play in July. The firm said companies like O’Reilly are undervalued and investors should buy on the edge. Other stocks rated Buy that Goldman recently highlighted include NetEase, Tradeweb, and Liftoff Mobile. O’Reilly investors should not sleep on the auto parts retailer, the company said. Analyst Kate McShane said the stock has been under pressure recently for a variety of reasons, but remains undervalued. The company had a stronger second quarter than its peers, according to Goldman data research. McShane said Goldman’s data found that the company “may not have experienced the same decline in performance as its peers, which is consistent with O’Reilly’s outperformance in recent quarters.” The analyst also said the analysis shows that the company’s store positioning remains favorable as there is still minimal competition within a 5-10 mile radius of the store. “In our view, this should alleviate concerns about softer second-quarter results, and given our view that O’Reilly will continue to gain market share, we believe it is well-positioned to continue to outperform with less volatility in underlying demand,” he said. In 2026, stock prices will fall by 1%. Chinese Internet gaming companies are undervalued, according to NetEase analyst Lincoln Kong. “NTES stock has largely recovered following strong FY26 Q1 results in May, and we believe it will continue to show strength,” he said. The analyst said he expects NetEase’s margins to expand further, along with other positive catalysts such as new game releases in July. “We believe that NTES differentiates itself as an attractive ‘non-AI’ formulator, in contrast to market-wide concerns about (artificial intelligence) disruption to software/applications and much higher AI investments that are compressing margins among many Chinese Internet peers,” Kong added. The stock price has fallen more than 7% since the beginning of the year. Tradeweb Goldman recently upgraded its electronic trading firm to buy from neutral. Tradeweb’s stock price is down more than 4% in 2026, but analyst Alexander Brostein called on investors to stay calm and buy the stock despite some headwinds. The company said questions surrounding the “sustainability of TW’s revenue growth amidst challenging margins and competitive risks, particularly in the credit space” and “long-term risks from the potential tokenization of real-world assets” are overreach. Blostein said Tradeweb stock is too attractive to ignore at current levels. “It’s driven by emotion and fueled by growth,” he added. Liftoff Mobile is “well positioned for long-term growth themes with its scalable Cortex AI platform and unique non-gaming exposure. … We see Liftoff being actively leveraged for several long-term growth themes across the digital advertising landscape, including the expanding global in-app advertising market, the continued shift to direct response/bottom-of-funnel marketing, and AI-based automation across the ad tech value chain.” Tradeweb “Dragged by sentiment and supported by growth…In our view, the stock’s lag is primarily due to (1) investor concerns about the sustainability of TW’s revenue growth amid challenging earnings and competitive risks, particularly in the credit space, (2) perceived long-term risks from the potential tokenization of real-world assets, and (3) peer downgrades on many exchanges/trading platforms.” O’Reilly: We see recent stock price pressure as an opportunity, especially for ORLY. Separate data suggests the company may not have experienced the same decline in performance as its peers, which is consistent with ORLY’s outperformance in recent quarters. …In our view, this should alleviate concerns about softer second-quarter results, and given our view that the company will continue to gain market share, we believe ORLY is well-positioned to continue to outperform, even with less potential demand volatility.” NetEase: “We believe NTES stock has largely recovered following strong Q1 FY26 results in May and continues to demonstrate strength. …We believe NTES differentiates itself as an attractive ‘non-AI’ compounder, in contrast to market-wide concerns about the disruption of AI to software/applications and the much higher AI investments compressing margins among many of its Chinese Internet peers.”
