Two Tariff-Resistant Growth Stocks to Buy With $120 Ahead of May

As global trade tensions simmer and tariff policies remain a wildcard, investors are seeking growth stocks insulated from the vagaries of protectionism. Companies with digital-first business models, recurring revenue streams, or minimal reliance on physical goods stand out as prime candidates. Below are two such stocks—Adobe Inc. (ADBE) and CrowdStrike Holdings Inc. (CRWD)—that offer compelling growth opportunities while navigating trade headwinds.

1. Adobe (ADBE): The Digital Creative Powerhouse

Adobe dominates the creative software market, with its Creative Cloud and Document Cloud platforms powering everything from graphic design to enterprise document management. Its near-total shift to a subscription model insulates it from tariff risks, as its revenue flows from software licenses and services rather than physical goods.

Why It’s Tariff-Resistant:
- Digital Product: Adobe’s offerings are cloud-based, eliminating supply chain dependencies.
- Recurring Revenue: Over 90% of revenue comes from subscriptions, providing steady cash flow.
- AI Innovation: Its recent AI-driven tools, like Adobe Firefly, are driving enterprise adoption and customer retention.

Growth Catalysts:
- Enterprise Expansion: Large businesses are adopting Adobe’s integrated solutions for marketing and content management.
- Global Reach: Emerging markets, particularly in Asia-Pacific, are adopting its platforms at a rapid pace.

Adobe’s stock has held up remarkably well, rising 22% year-to-date despite broader market volatility. Analysts project 12-14% annual revenue growth through 2025, fueled by its expanding ecosystem and pricing power.

Investment: Allocate $60 to Adobe, targeting a buy point near its 52-week average.

2. CrowdStrike (CRWD): Cybersecurity’s Growth Engine

CrowdStrike is the leader in cloud-native endpoint protection, with its Falcon platform used by 20,000+ global customers. Its subscription model and focus on proactive cybersecurity align perfectly with a world where ransomware and data breaches are escalating.

Why It’s Tariff-Resistant:
- Service-Based Model: Revenue comes from software-as-a-service (SaaS), unaffected by tariffs on hardware or components.
- Essential Demand: Businesses across industries increasingly rely on CrowdStrike’s threat detection in a digitized economy.
- Global Diversification: Over 30% of revenue comes from international markets, but its software delivery model avoids geographic supply chain bottlenecks.

Growth Catalysts:
- Enterprise Upselling: Existing customers are adopting higher-tier security services, boosting average revenue per user (ARPU).
- Regulatory Tailwinds: Stricter data privacy laws in regions like the EU are driving demand for advanced cybersecurity tools.

CrowdStrike’s revenue has surged from $1.3 billion in 2021 to $3.2 billion in 2023, a 146% increase. Analysts anticipate 20-25% annual revenue growth for the next three years, even as the stock trades at a premium valuation.

Investment: Allocate $60 to CrowdStrike, targeting an entry point below its 50-day moving average.

Conclusion: A Defensive Growth Play

With $120 divided equally between Adobe and CrowdStrike, investors position themselves in two sectors—creative software and cybersecurity—where demand is sticky and growth is structural. Adobe’s creative ecosystem and CrowdStrike’s cybersecurity shield are insulated from trade wars, yet poised to benefit from secular trends like digital transformation and enterprise cloud adoption.

While no stock is entirely immune to macroeconomic risks, these picks offer a balance of resilience and upside. Adobe’s stock has outperformed the S&P 500 by 15 percentage points over the past three years, while CrowdStrike’s revenue growth has averaged 40% annually since 2020. For a portfolio seeking growth without tariff exposure, these are two bets worth making.