Evercore ISI has a fresh list of picks for investors looking to come out on top amid the volatility that’s likely to continue in the year ahead. President Donald Trump’s unpredictable tariff decisions have led to choppy daily market moves and stoked fears among investors, who are also grappling with concerns about higher-for-longer inflation. Although stocks rebounded on Friday, the S & P 500 officially fell into a correction on Thursday, ending the day more than 10% off its record close, and the Nasdaq Composite remains in correction territory. All three major U.S. stock indexes are down more than 5% this month. To find some bright spots after this downturn, analysts at Evercore identified several stocks they called “all-weather outperformers,” or companies that after the market sell-off in recent weeks are now fetching a price and a valuation at odds with the strength of their underlying fundamentals. “Volatility creates opportunity,” Evercore ISI senior managing director Julian Emanuel said in a note to clients. “These dislocations have created the potential for shares of the highlighted companies to outperform the S & P 500 over the next 12 months irrespective of how the myriad uncertainties resolve themselves.” Walmart and Exxon Mobil are among the firm’s outperform-rated picks. Take a look at more below: Walmart, a big-box retailer popular among a wide range of consumers, has been especially attractive amid concerns about inflation, high grocery prices and the direction of the U.S. economy. The company is also a dividend aristocrat , having raised dividends for at least 25 years. In fact, Walmart recently announced a 52nd year of dividend hikes. Although the company warned that its profit growth will slow this fiscal year, Evercore ISI remains bullish on the name with a $100 price target that suggests at 17% potential upside. Walmart’s shares are down 5.5% year to date, but still up roughly 40% over the past year. Chipotle ‘s stock has been battered about 17% this year, but it’s another “all weather” pick from Evercore ISI. The firm’s price target of $72 suggests Chipotle shares can gain nearly 44% over the next year. Chipotle on Friday notably rose about 2.7% after the burrito chain received an upgrade to buy from hold from Loop Capital, which said the recent pullback in the stock has created an attractive buying opportunity and that the name is good for managing tariff-related risks, as the company sources only about 2% of its total inputs from Mexico. Other stocks Evercore ISI thinks can ride out the market volatility include Procter & Gamble and CVS Health . CVS shares are up 48% this year, outperforming its rivals and the broader market’s performance as investors are optimistic about the pharmacy chain’s ability to reach its full-year 2025 adjusted earnings outlook and achieve its savings goal by cutting costs. Evercore ISI’s price target of $80 suggests shares have 21.8% additional upside from Friday’s close. CVS 1Y mountain CVS Health stock performance.
