The firm named a list of buy-rated stocks that it says are well positioned to withstand choppy markets. The firm said it sees "upside in [the] face of improving industry trends" after AppLovin's strong second-quarter earnings report earlier this month. Both continue to enjoy double-digit subscription revenue growth year over year, he said. Gartner "2Q beat, as healthy Research CV growth and margin upside should offset muted tech vendor trends to drive valuation upside. … We continue to see attractive valuation upside at Gartner following 2Q results, which outperformed our estimates and consensus on revenue, EBITDA margins & EPS."

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Persons: Goldman Sachs, Eric Sheridan, he's, Sheridan, Lizzie Dove, Cedar's, George Tong, Tong, Archer, Gartner, … Gartner, …, Phillips Organizations: CNBC, Cedar Fair, Investments, Gartner, adv, The League, 2Q, Consulting, Refining, Chemicals, & & Locations: Gartner, Sheridan, Ohio