Amazon, Walmart and more: Cowen loves these stocks it says can beat surging inflation

A trader works at the New York Stock Exchange in New York, the United States, Feb. 25, 2022.
Wang Ying | Xinhua News Agency | Getty Images

Analysts at Cowen have identified several tech, internet and e-commerce stocks they rate as likely to outperform, some of which are set to return "at least" 15% over the next 12 months.