Earnings Over Headwinds
A carefully selected collection of companies showing exceptional earnings growth despite market challenges. These stocks were handpicked by our analysts for their ability to maintain strong performance even when facing trade tensions and economic uncertainty.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Microsoft Corporation
MSFT
Current price
$520.17
Microsoft's software and cloud-based model provides strong, recurring revenue with high margins, largely insulating it from direct tariff and supply c...
Microsoft's software and cloud-based model provides strong, recurring revenue with high margins, largely insulating it from direct tariff and supply chain issues.
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About This Group of Stocks
Our Expert Thinking
When markets worry about tariffs and trade tensions, companies with strong fundamentals often shine through. We've identified businesses that are beating earnings expectations and demonstrating operational excellence despite economic headwinds, suggesting they may be better positioned to weather uncertainty.
What You Need to Know
This group includes companies across diverse sectors—from software and pharmaceuticals to industrials and retail. What connects them is their demonstrated ability to maintain profit growth, optimize margins, or leverage subscription-based models that provide stability even when facing challenges.
Why These Stocks
Each company in this collection has shown specific signs of resilience, such as beating analyst forecasts, growing recurring revenue, or successfully managing costs. These businesses have the pricing power, operational efficiency, or market positioning to potentially outperform despite macroeconomic headwinds.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+29.19%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 29.19% over the next year.
Stocks Rated Buy by Analysts
14 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Beating Expectations When It Matters
Companies in this group are exceeding analyst forecasts by impressive margins—some beating EPS estimates by over 7-9%. These aren't just meeting targets; they're smashing them during uncertain times.
Built-In Protection Against Uncertainty
While other stocks may falter when trade tensions rise, these companies have business models specifically designed to weather the storm. Their recurring revenue, pricing power, or operational efficiency provides a defensive buffer.
Smart Money Is Watching These Closely
Professional investors are increasingly distinguishing between companies that can navigate headwinds versus those that can't. This collection represents businesses that analysts believe have the fundamentals to thrive despite economic noise.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
Everything you need to know about the product and billing.