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Top Wall Street analysts like these 3 stocks for the long haul


Global stock markets have been volatile as investors assess high bond yields and continued tensions between the U.S. and Iran. There are concerns about the impact of uncertainty in the Middle East on oil prices and consequently on inflation.

Investors who prefer to look beyond short-term noise and buy stocks with attractive long-term growth potential can follow the recommendations of top Wall Street analysts. The ratings of these experts are backed by in-depth research of a company’s financials and thorough analysis of the factors affecting its business performance.

Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Nvidia

Semiconductor giant Nvidia (NVDA) reported stellar fiscal second-quarter results and reassured investors about continued strength in AI-driven demand for its chips. Moreover, Nvidia’s FY28 revenue growth outlook of 70% was well above the Street’s expectations.

Reacting to the Q2 print, Morgan Stanley analyst Joseph Moore reiterated a buy rating on NVDA and increased his price target to $300 from $288. “This is our Top Pick in the semis group, with a compelling product cycle, exceptional growth and valuation below peers,” said the 5-star analyst.

Nvidia delivered impressive quarterly results despite supply constraints, Moore said, but he believes that the FY28 revenue and gross margin commentary mattered more, with a favorable outlook for both measures.

Moore said Nvidia’s 70% revenue growth guidance for FY28 was above his own estimate of 52% and the consensus of about 40%. The top-line growth estimate was a “remarkable figure” given supply issues and Moore said he expects Nvidia to continue to address bottlenecks to deliver rapid growth.

Among other takeaways, the analyst said performance metrics for Vera Rubin chips were strong, with Nvidia emphasizing a 30x higher throughput per megawatt and 35x lower token cost compared with Grace Blackwell Ultra.

Moore ranks No. 159 among more than 12,490 analysts tracked by TipRanks. His ratings have been profitable 60% of the time, delivering an average return of 24.60%. See Nvidia Statistics on TipRanks.

Uber Technologies

Ride-hailing and delivery platform Uber Technologies (UBER) was recommended by BMO Capital analyst Brian Pitz, who discussed the company’s opportunity in the autonomous vehicle (AV) market in a recent research note that reiterated a buy rating and price target of $119.

The 5-star analyst highlighted Uber’s transition into a diversified marketplace, with investors now focusing on its AV growth prospects. The key question is how much value can Uber generate as AVs become commercialized, Pitz asked.

“We continue to believe that Uber’s AV strategy is evolving and will become a significant driver of revenue and profitability,” the analyst said.

Importantly, Pitz believes that Uber can establish itself as a preferred mobility platform for AV makers, supported by its growing AV…



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