Observed Signal · Jul 5, 2026 · Analyst Recommendation · Source: CNBC Investing · Impact: 2/5 · Sentiment: Positive
Goldman Sachs Names Undervalued Stocks to Outperform
Goldman Sachs identified several stocks it considers undervalued and likely to outperform in July, highlighting O’Reilly Automotive, NetEase, Tradeweb and Liftoff Mobile. Analysts at Goldman argued O’Reilly’s store positioning and resilient comps reduce demand volatility; NetEase was described as a resilient, non-AI-focused compounder with potential margin expansion and a new game launch; Tradeweb was upgraded to buy from neutral despite revenue-growth and tokenization concerns; and Liftoff Mobile was noted for scaling its Cortex AI platform and exposure to in‑app advertising and AI-driven automation across the ad tech value chain. The article was published July 5, 2026 on CNBC.
Investor/analyst stock recommendations are market-moving for selected companies but are not industry-shifting; limited AdTech relevance via Liftoff Mobile's positioning.
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Key Takeaways & Evidence Grounding
- Goldman Sachs named O’Reilly Automotive, NetEase, Tradeweb and Liftoff Mobile as undervalued stocks it believes are well positioned to outperform.
- Analyst Kate McShane said O’Reilly’s store positioning and stronger Q2 checks versus peers suggest it remains well positioned to outperform.
- Analyst Lincoln Kong said NetEase (NTES) has shown resilience after a solid Q1 2026, with expected margin expansion and a new game launch in July.
- Goldman upgraded Tradeweb to buy from neutral; analyst Alexander Blostein said investor concerns about revenue sustainability and tokenization risks are overdone.
- Goldman described Liftoff Mobile as positively levered to secular digital-advertising growth, citing its scaling Cortex AI platform and non-gaming exposure.
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