Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTTipRanksSun, July 19, 2026 at 7:57 PM GMT+2 7 min readGeopolitical tensions in the Middle East have escalated in recent days, reviving concerns about oil prices, inflation, and the global economic outlook. Although the uncertainty has added another source of volatility, the S&P 500 remains within 2% of its all-time high, suggesting investors expect the broader economic impact to remain contained.Claim 55% Off TipRanksUnlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisionsSubscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picksThat view is shared by JPMorgan's Head of Global and European Equity Strategy, Mislav Matejka, who believes investors should continue using market weakness linked to geopolitical events to add to equity positions while keeping their focus on longer-term market fundamentals."We have consistently argued since 2nd half of March to use the equity weakness brought on by the Iran conflict to buy into, as the off ramp and the eventual deal were likely, in our view. To be clear, the risks of renewed flareups remain, but we believe one should keep using any dips on the back of adverse geopolitical headlines in order to add. If the conflict impact keeps getting priced out, as we suspect, then oil price, inflation rates, inflation expectations, bond yields, central banks rate projections, and even eventually USD, could all reverse their upmove that was seen during Q2," Matejka noted.The stock analysts at JPMorgan are following this thread – but with a twist. They've found two stocks that got off to a rocky start following their recent public market debuts, but are primed to rebound. How much upside does JPMorgan see ahead, and does the rest of Wall Street agree? Let's give both stocks a closer look and find out, using data drawn from the TipRanks platform.ERock (EROC)We'll start with a power company, but one with a twist. ERock is not a traditional grid power producer; rather, the company focuses on providing online power solutions at utility-grade scale for customers in a wide range of industries, including data centers, utilities, healthcare systems, manufacturers, and even government agencies. What these entities have in common is a need for energy that is independent of the regular power grids. ERock is a reliable delivery agent, offering its customers scalable energy infrastructure that fits the needs of a fast-growing market.What makes ERock stand out is its status as a turnkey provider. It does not just provide power generation capacity – the company also provides the design, engineering, and testing that allows power generation installations to operate in line with existing networks.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info