These stocks’ recent earnings indicate they can withstand the impact of tariffs, according to Wolfe Research.

According to Wolfe Research, focusing on stocks that demonstrate strong revenue growth is a smart strategy amid tariff concerns. Chris Senyek, the firm’s chief investment strategist, noted in a memo that during this period of heightened tariff uncertainty, companies with positive underlying momentum are more likely to weather the storm effectively. On Wednesday, stocks rose as investors anticipated discussions between the US and China regarding trade relations. The stock market has experienced fluctuations since President Trump announced “mutual” tariffs last month. To navigate this unpredictability, Wolfe screened for stocks that exceeded Wall Street’s expectations in revenue and earnings over two consecutive quarters and showed growth following their results. They further refined their selection by including companies with positive earnings per share forecasts for 2025. Among those highlighted on Wolfe’s list is Meta, the parent company of Facebook. The company’s first quarter performance surpassed predictions, largely due to robust advertising revenue despite broader economic challenges. Analysts have expressed optimism based on these results, which echoed a positive fourth quarter earlier this year. Meta’s earnings per share estimate was slightly increased by 0.2% for 2025. About 88% of analysts surveyed by FactSet have assigned buy ratings to Meta, with an average price target up around 18%. Streaming giant Netflix also made the cut, as analysts upgraded their revenue forecast to a solid 7% for 2025. Netflix reported a 13% growth in revenue, attributed to a rise in subscriptions and advertising income. Despite this significant growth, Netflix has maintained its 2025 outlook, however encouraging the results have been, propelling its stock to an impressive streak of 11 consecutive winning sessions. Roughly 70% of analysts surveyed by FactSet rated Netflix as a buy, though the consensus price target suggests a potential decline of about 3%. Additional companies appearing on Wolfe’s list include Citigroup and JPMorgan Chase.