wall street analysts named a list of stocks this week that they say could offer protection for investors as market tension rises these companies are firing on all cylinders at just the right time the analysts say cnbc pro combed through the top research to find analysts favorite stocks to buy they include urban outfitters  toast netease  transdigm and zscaler toast bank of america analyst jason kupferberg is gushing over shares of the restaurant payment tech company he recently began coverage of the stock calling it a restaurants best friend in sum toast does it all the analyst said beyond pos point of sale the innovative tost platform integrates payment processing restaurant operations digital ordering and delivery team and table management payroll lending and reportinganalytics he wrote further kupferberg said toast has a unique ability to capture market share tost has captured only 10 of the estimated 860k us restaurants and forecasts us total addressable market may hit 55b by 24 the firm said additionally kupferberg sees free cash flow turning positive at some point later this year while margins have improved over the last several quarters meanwhile shares of toast are up 11 this year ahead of the companys earnings report on aug 8 we are bullish on toasts bestinclass cloudnative integrated platform he said emphatically zscaler in his recent upgrade of zscaler btig analyst gray powell pointed to improving field checks powell lifted his rating on the cloud security company to buy from neutral to go along with a newly established 185 per share price target previously the firm didnt have a price target applied to the stock over the last couple of months we have spoken with seven contacts with a view on zs and feedback has been consistently positive he wrote powell notes that a major reason for the upgrade is that previously paused projects have to begun to move again contacts consistently argue that spending in the segment is improving he said competition remains high but powell is confident zscaler is up to the challenge we think zs is sitting in front of large secular growth opportunity as network security architectures migrate towards cloud environments over the next five years powell said meanwhile momentum is also growing for new products and the firm feels confident its forecast will be achieved by the company we view zscaler as a bestinclass next generation cybersecurity company built for the distributed cloud world he added shares are up almost 31 in 2023 transdigm group citi analyst jason gursky is pounding the table on shares of transdigm group earlier this week the firm initiated coverage of the aerospace and defense components company with a buy rating the companys focus on proprietary products and lean operations affords pricing power and margin expansion potential according to the firm gursky also said surging air traffic is good news for transdigm as new aircraft are ordered and put into production transdigm is also a beneficiary of growing defense budgets he said the stock is up 42 this year but shares are still attractive the firm called the stocks valuation undemanding other catalysts include a wellproven m  a strategy along with clear earnings and revenue visibility best in class aftermarket supplier with room to run gursky said transdigm is scheduled to report earnings next week urban outfitters  barclays overweight rating for 2h23 defensive positioning sticking with our recessionary beneficiaries as we move through 2h23 and prepare for 2024 recovery we continue to recommend oﬀprice retailers burl rost tjx highly desirable brands nke lulu bestinclass branded retailers dks petto urbn ulta and in branded apparel pvh and rl based on our promo tracker we are more confident in urbns turnaround and positive momentum driven by anthropologie and free people zscaler  btig buy rating over the last couple of months we have spoken with seven contacts with a view on zs and feedback has been consistently positive  contacts consistently argue that spending in the segment is improving  we think zs is sitting in front of large secular growth opportunity as network security architectures migrate towards cloud environments over the next five years  we view zscaler as a bestinclass next generation cybersecurity company built for the distributed cloud world transdigm group  citi buy rating the companys focus on proprietary products  lean operations affords pricing power and margin expansion potential  further the company has a wellproven m  a strategy  ability to manage its capital structure to drive both organic  inorganic investments all this is set against undemanding valuation relative to the companys historic premium to the market  best in class aftermarket supplier with room to run netease  morgan stanley overweight rating neteases three blockbuster titles ytd have driven 45 ytd performance we think the positive earnings revision cycle will continue driven by longevity of those three titles and a more exciting pipeline in the next 69 months at 17x14x 202324e pe reiterate as top pick  netease enjoys sustainable game revenue and profit growth driven by its bestinclass development capabilities and global expansion toast  bank of america buy rating beyond pos the innovative tost platform integrates payment processing restaurant operations digital ordering and delivery team and table management payroll lending and reportinganalytics  tost has captured only 10 of the estimated 860k us restaurants and forecasts us tam may hit 55b by 24  we are bullish on toasts bestinclass cloudnative integrated platform