These stocks are primed for a recovery when the coronavirus crisis passes, analysts say

Published Sat, Mar 28 202011:14 AM EDT

(This story is for CNBC PRO subscribers only.) Investors may be wondering when or if the market will bottom, but that's not stopping individual company analysts from finding stocks to buy in a recovery. CNBC PRO examined recent Wall Street research to find the best buying opportunities as markets rebound and recover after the coronavirus pandemic passes. They include Texas Roadhouse , Uber, Home Depot, Fair Isaac , and Booking Holdings Here are some stocks to buy in a post COVID-19 world: Booking Holdings The coronavirus crisis continues to cause investor's angst over the unprecedented loss and disruption to the travel industry with some even wondering how it will ever recover. Booking Holdings may buck that trend according to SunTrust. "We believe the company's significant cash hoard will not only cushion the business against a near-term drop-off in travel demand but position it to emerge even stronger during a period of stabilization and recovery," the analyst said. The firm also said it believes the company could survive without revenue for the next 12 months. "Likely Winner Post Armageddon," they said. The stock is down over 25% this month. Texas Roadhouse The American chain restaurant was upgraded to buy this week by Gordon Haskett. The firm said it expects the volatility among restaurant companies to continue but said Texas Roadhouse has the right qualities to weather the crisis. "Who knows when the storm will pass, but looking forward to when the clouds break, we see the greatest 12-month share price upside in restaurant companies that have best-in-class SSS recovery prospects, liquidity and balance sheet health," they said. The firm said the company was "at the top of the list for the casual dining segment, in our view." Shares of the company were down over 25% this month. FedEx The loss of some Amazon business is not the only headwind the company is facing in recent months. On March 17 the shipping giant reported earnings and announced it was suspending its 2020 profit outlook due to the coronavirus uncertainty. The lack of virus containment is a risk but also a buying opportunity, according to Goldman Sachs. ""We believe that while the near-term EPS risk is tough to ignore, the eventual containment of the Coronavirus, and ensuing pent-up need to re-stock should position companies like FDX as solid supply-chain recovery stories — albeit it may take several months to unfold," they said. The stock is down over 14% this month. Here's what analysts said in their ratings: Texas Roadhouse - Buy rating, Gordon Haskett Who knows when the storm will pass, but looking forward to when the clouds break, we see the greatest 12-month share price upside in restaurant companies that have best-in-class SSS recovery prospects, liquidity and balance sheet health. TXRH and DRI are at the top of the list for the casual dining segment, in our view. With the U.S. COVID-19 case count growing at a startling rate and no near-term slowdown in sight – we expect the extreme day-to-day market volatility to persist in coming weeks." Uber - Buy rating, Deutsche Bank "We continue to see Uber as an attractive risk/reward and recovery investment, given a strong balance sheet with ample cash on hand / liquidity, no near-term debt maturities, light covenants, and relatively variable cost structure. We expect the company to tighten its belt on costs and ultimately come out of this stronger, as competitors likely struggle more in this environment and the business should eventually recover quickly and on a tighter fixed cost base. FedEx - Buy rating, Goldman Sachs "We believe that while the near-term EPS risk is tough to ignore, the eventual containment of the Coronavirus, and ensuing pent-up need to re-stock should position companies like FDX as solid supply-chain recovery stories — albeit it may take several months to unfold. That said, transport shares are historically early cycle, so should the GS economic team's forecast for positive GDP in the 3Q prove accurate, we would expect the market to begin looking favorably on transports, perhaps later in 2Q." Fair Isaac Corp. - Overweight rating, Stephens "Think Scores is a dominant business franchise (double-digit growth, 85% margins, 90%+ share) and is "on sale" at 25x EV/'21E op EBITDA. Think post pandemic should resume a high multiple on the back of remarkable value and price increases. ... We don't think that the recently-announced DOJ civil investigation into anti-competitive behavior in FICO's scoring business will result in material negative impact to the Scores business. " Booking Holdings - Buy rating, SunTrust "Likely Winner Post Armageddon. ... Our scenario analysis suggests that BKNG's low fixed-cost model and mgt's cost initiatives should allow the business to run at zero cash burn amid a severe (50-60%) decline in revenue and even survive for ~1yr without any revenue. We believe the company's significant cash hoard will not only cushion the business against a NT drop-off in travel demand but position it to emerge even stronger (via a combination of opportunistic M & A and LT investments) during a period of stabilization and recovery."

Uber Technologies CEO Dara Khosrowshahi during the opening bell at the New York Stock Exchange during the company's IPO, May 10, 2019.

Brendan McDermid | Reuters

(This story is for CNBC PRO subscribers only.)

Investors may be wondering when or if the market will bottom, but that's not stopping individual company analysts from finding stocks to buy in a recovery.

CNBC PRO examined recent Wall Street research to find the best buying opportunities as markets rebound and recover after the coronavirus pandemic passes.