Despite Wall Street continuing to tumble at the start of the second quarter of 2025, a small group of S&P 500 stocks has remained nearly untouched by the chaos triggered by Donald Trump's tariff policies.
Stocks that delivered standout gains in the first quarter have held their ground through the opening week of the second quarter, showing resilience as the broader market sank under pressure from tariffs and softening earnings outlooks.
Quarterly Stars In A Cloudy Market
Let's break it down:
But How Much More Room To Run?
Despite their impressive runs, future gains may be limited. Analyst consensus shows only Newmont and CVS have potential upside of 25.8% and 13.2%, respectively, based on median price targets.
For the others, the path forward looks far less compelling. With valuations already stretched and macroeconomic risks mounting — from renewed trade tensions to signs of weakening corporate margins — the potential for further gains could quickly evaporate if analysts begin slashing forecasts in the coming weeks.
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