Goldman Sachs says there’s a slew of stocks the firm likes that are well positioned in an uncertain macro environment. CNBC Pro combed through the firm’s research to find companies with upside as market fears intensify. They include Grindr, Globant , SharkNinja and American Tower. Globant Analyst James Schneider is standing by shares of the IT services and solutions software company. Investors need to buy the dip, he wrote in a note to clients following the company’s fourth quarter earnings report in February. The firm acknowledged that demand has been uncertain while also praising the company’s robust exposure to AI. Still, Schneider says Globant is the “best-positioned company in our sector to benefit from discretionary client demand, given idiosyncratic revenue growth drivers,” he added. Meanwhile, Globant shares are down 38% this year, but the firm says it’s a buying opportunity. “Poised to accelerate with best-in-class growth despite mixed short-term demand picture,” he went on to say. American Tower Schneider is also doubling down on shares of American Tower. The stock is up 15% this year with plenty more room to run, the firm says. The tower telecommunications company which primarily hosts a variety of cellular carriers on its infrastructure is also an underappreciated data center beneficiary. “We believe American Tower is executing well on a relative basis, and its strong datacenter business offers unique upside optionality,” he wrote. The firm added that the company is best positioned to outperform peers with “its relatively smaller US exposure” and “superior growth in the current environment.” In addition, American Tower boasts “best-in-class bottom-line trends” and the stock should outperform in the near term, he says. SharkNinja The tech products company is firing on all cylinders, according to the firm. Analyst Brooke Roach says SharkNinja’s growth is undervalued and the company has a wide range of growing and impressive products. “Management continues to invest in fueling long-term growth and resiliency, with continued progress made on sourcing and supply chain diversification, sales and marketing, and geographic expansion,” she wrote. Roach noted that these investments leave SharkNinja with plenty of room for margin expansion through 2025. In addition, the company’s February fourth quarter earnings report was very strong beating on the top and bottom line, she noted. “Still a best-in-class innovation-led growth story,” Roach said. Shares are up 52% over the last 12 months. Grindr “While near-term debates will likely remain around the magnitude of investments in headcount/product development initiatives, and how this translates into user growth/engagement in the medium-to-long term, we continue to view the company as having best in class margins, and incremental investments in 2025-2026 to be supportive of medium-to-long-term user growth initiatives.” Globant Poised to accelerate with best-in-class growth despite mixed short-term demand picture. … .We recommend adding to positions – especially on a pullback – as we believe GLOB is best-positioned company in our sector to benefit from discretionary client demand, given idiosyncratic revenue growth drivers and outsized exposure to Generative AI projects.” SharkNinja “Still a best-in-class innovation-led growth story. … .Management continues to invest in fueling long-term growth and resiliency, with continued progress made on sourcing and supply chain diversification, sales and marketing, and geographic expansion. While this has weighed on flow-through to the bottom line, we believe this investment priority is well-understood by investors.” American Tower “Steadier growth algorithm plus cost focus drives best-in-class bottom-line trends. … .We reiterate our Buy rating, as we see AMT outperforming peers in the near term given its relatively smaller US exposure, and we think the company is well positioned to drive superior growth in the current environment given muted activity levels among US carriers and increased activity at AT & T. … .We believe AMT is executing well on a relative basis, and its strong datacenter business offers unique upside optionality.”