Goldman Sachs highlights O'Reilly, NetEase, Tradeweb and Liftoff Mobile as July buy ideas

According to CNBC, Goldman Sachs last week named several buy-rated stocks it said have more room to run in July, including O'Reilly, NetEase, Tradeweb and Liftoff Mobile. Goldman said O'Reilly remains undervalued despite recent pressure and cited data checks suggesting a more robust second quarter than peers; shares are down 1% in 2026. Analyst Lincoln Kong said NetEase is undervalued and expects further margin expansion, citing catalysts including a new game launch in July; the stock is down more than 7% this year. Goldman recently upgraded Tradeweb to buy from neutral, with analyst Alexander Blostein saying concerns about revenue-growth sustainability and long-term tokenization risks are overdone; Tradeweb shares are off more than 4% in 2026. Goldman also said Liftoff Mobile is well positioned for secular growth themes in digital advertising, citing its scaling Cortex AI platform and non-gaming exposure.