These are Barclays' best buy-the-dip candidates as market exits volatile September

Published Mon, Sep 27 20211:50 PM EDTUpdated Mon, Sep 27 20214:12 PM EDT

As the markets exit the wild month of September, Barclays recommended a handful of stocks that took a hit but are poised to rally. Volatility shook markets this month amid concerns about the Covid-19 delta variant, the Federal Reserve's tapering plan, China and more. The three major averages are all down more than 1% in September after wild swings in the markets. Barclays told clients there are a handful of technical buying opportunities following this month's volatility spike. The Wall Street firm screened for buy-rated stocks with their prices below their 50-day moving averages but with more than 10% upside to their price targets. The group also has momentum compared with the S & P 500 over the last six months. The stocks listed have a market capitalization above $5 billion. Take a look at Barclays' list here: Shoe giant Nike is down nearly 10% this month. The apparel stock fell more than 6% on Friday after the company cut its full-year guidance for sales growth. The company said supply chain issues in Vietnam were slowing sales. Nike now projects mid-single digit revenue growth for its 2022 fiscal year, down from prior guidance of low double-digit growth. Barclays sees the weakness in the athletic retailer as a buying opportunity. The firm expects Nike's stock to rally 16% in the next 12 months. Retailers RH , Target and Estee Lauder earned spots on Barclays' list. The firm sees RH rallying 31% and Target gaining 15%, respectively, in the next 12 months. After dropping more than 6% this month, Barclays' price target on Estee Lauder implies a 10% gain. A handful of real estate stocks also made Barclays' list. Single-family rental real estate investment trust American Homes 4 Rent and industrial REIT Duke Realty are each down more than 7% for the month, while Prologis has slipped more than 5% in September. Barclays sees American Homes 4 Rent gaining 23% in the next 12 months. The firm sees Duke Realty and Prologis rallying 16% and 23%, respectively, in the next year. Technology names PayPal and Adobe are also good buy-the-dip candidates, according to Barclays. PayPal rallied at the end of August when CNBC reported the payments giant was exploring a stock-trading platform for U.S. customers. However, the company's stock is down more than 5% in September. Barclays expects PayPal to gain 25% and Adobe to rally 17% in the next 12 months. Goldman Sachs also earned a spot on Barclays' list. The Wall Street firm expects the bank's stock to grow 12% in the next year. — with reporting from CNBC's Michael Bloom.

A man walks past the Nike logo seen in a window of a brand store in Kiev.

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As the markets exit the wild month of September, Barclays recommended a handful of stocks that took a hit but are poised to rally.