The Oppenheimer research group has a fresh list of top stock ideas that are expected to be better than next year, based on the basics of each company and “based on current market conditions” and each company's basics. As stocks pull back in trade and tariff tensions, fears of recession and a market of tech shares, it's becoming harder for investors to find upward momentum. The S&P 500 rose 0.4% last week, snapping the four-week decline. Nasdaq Composite managed a 0.2% advance and finished the four-week slide, but the 30-stock Dow Jones Industrial Average added 1.1% for each of the last two weeks. Against this background, Oppenheimer asked analysts to select one stock from their area of expertise that they hope to do well. The list of results is called “menus, not portfolio.” See some of the names below. Costco posted a fiscal second quarter results in which wholesale retailers missed revenue, falling about 13.3% this month after revenues surpassed expectations thanks to an increase in store sales. The weaknesses do not shake Oppenheimer. Oppenheimer has a price target for the stock, implying a potential 24% from the end of Friday. “We look at the costs very positively [long-term] Analyst Lupeche Palic spoke about the wholesale club. He highlighted Costco's “unique and improved consumer proposition,” the prospects for global growth, strong management teams, and the potential for sustainable top and bottom line performance against a more competitive retail background. “This year we will remain bullish with 'storage growth as store sales growth as Shake Shack's revenues.' Shake Shack's fourth quarter revenues rose 14.8% year-on-year, as it opened 19 company-operated locations and nine licensed restaurants in three months. Shack, whose stocks fell 30% in 2025. The mobile app company's share price has risen 337% over the past year, but has recently struggled with a slump of 24.4% over the past month. The latest retreat could serve as an opportunity to buy stocks, with analyst Martin Yang saying, “Applovin's growth scale and expanded customer base will continue to improve the performance of our core products and accelerate market penetration, [market] Other strains included in the Oppenheimer outperformance assessment pick include Lifespan Group, Visa, and Monolithic Power Systems. One of the company's semiconductor favorites, Monolithic, said, “It's set to outperform its peers in both improved margin profiles and accelerated topline prospects.
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