Goldman Sachs last week named a slew of stocks that it believes have more room to run in July. The firm said that companies like O’Reilly are undervalued and investors should buy the dip. Other buy-rated stocks Goldman recently highlighted include NetEase , Tradeweb and Liftoff Mobile. O’Reilly Investors shouldn’t sleep on this auto parts retailer, the firm said. Analyst Kate McShane said the stock has been under pressure for a slew of reasons lately, but it remains undervalued. Goldman’s data checks showed the retailer has had a more robust second quarter than its peers in the sector. McShane said Goldman’s data checks found that the company “may not have experienced the same dip in comp trends as peers, which aligns with O’Reilly’s outperformance in recent quarters.” The analyst also said her analysis shows the company’s store positioning remains favorable as there remains minimal competition within a five- to 10-mile radius of its stores. ” In our view, this should lessen fears of a softer 2Q comp, and we believe O’Reilly remains well positioned to outperform while experiencing less potential demand volatility given our view that the company will continue to take share,” she said. Shares are down 1% in 2026. NetEase The China internet gaming company is undervalued, according to analyst Lincoln Kong. “NTES’ share price has been largely resilient post its solid 1Q26 result in May and we believe it will continue to demonstrate strength,” he wrote. The analyst said he sees further margin expansion for NetEase, along with other positive catalysts like a new game launch in July. “In contrast to the overall market concerns of [artificial intelligence] disruption for software/applications and the much higher AI investments weighing on profit margins among many China Internet peers, NTES differentiates itself as a compelling ‘non-AI’ compounder, in our view,” Kong added. The stock is down more than 7% this year. Tradeweb Goldman recently upgraded the electronic trading company to buy from neutral. Tradeweb shares are off more than 4% in 2026, but analyst Alexander Blostein urged investors to remain calm and buy the stock despite several headwinds. Questions surrounding the “sustainability of TW’s revenue growth amid tough comps and competitive risks particularly in Credit” as well as “long-term risks from potential tokenization of real world assets” are overdone, the firm said. Blostein said Tradeweb shares are too attractive to ignore at current levels. “Dragged by sentiment, backed by growth,” he added. Liftoff Mobile “Well Positioned Against Secular Growth Themes with Scaling Cortex AI Platform and Unique Non-Gaming Exposure. … We view Liftoff as positively levered to several secular growth themes across the digital advertising landscape, including the expanding global in-app advertising market, the continued shift toward direct-response/bottom-of-funnel marketing, and AI-based automation across the ad tech value chain.” Tradeweb “Dragged by Sentiment, Backed by Growth. … The stock has been a laggard in our view largely due to (1) Investor concerns around sustainability of TW’s revenue growth amid tough comps and competitive risks particularly in Credit, (2) Perceived long-term risks from potential tokenization of real world assets, and (3) Valuation de-rating of many of its Exchange/Trading platform peers.” O’Reilly “…we see opportunity in the recent share price pressure, particularly for ORLY as alternative data suggests the company may not have experienced the same dip in comp trends as peers, which aligns with ORLY’s outperformance in recent quarters. … In our view, this should lessen fears of a softer 2Q comp, & we believe ORLY remains well positioned to outperform while experiencing less potential demand volatility given our view that the company will continue to take share.” NetEase “NTES’ share price has been largely resilient post its solid 1Q26 result in May and we believe it will continue to demonstrate strength. … In contrast to the overall market concerns of AI disruption for software/applications and the much higher AI investments weighing on profit margins among many China Internet peers, NTES differentiates itself as a compelling ‘non-AI’ compounder, in our view.”
Goldman Sachs says these stocks are best positioned to outperform
