Finance

Top analysts are bullish on these stocks with long-term growth potential

Global stock markets have been volatile as investors continue to assess geopolitical risks in the Middle East, fundamentals and valuations of companies in the artificial intelligence (AI) markets and key economic data.

Top Wall Street analysts help investors look past the near-term noise and pick attractive stocks with strong long-term growth potential.

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

Credo Technology

Credo Technology (CRDO) provides high-speed connectivity solutions for AI data centers. Strong AI-led demand for the company’s copper and optical interconnects boosted revenue, driving a strong year-to-date meeting.

In his latest research report, Bank of America analyst Vivek Arya raised his price targets on the semiconductor giant and the semiconductor capital stock, with CRDO’s price target jumping to $340 from $252 with a reiterated buy rating.

The 5-star analyst noted that Credo sees continued strength in demand for AECs (active electrical cables) from large and emerging hyperscalers. In addition, the company has additional growth opportunities in Optical DSPs (digital signal processors), ZF optics, ALCs (active LED cables), and PCIe timers. These products are expected to start accumulating production and profits in 2027-2028.

Following a meeting with the company at the 2026 BofA Global Tech Conference, and a recent channel review, Arya raised its Credo sales outlook by 2%-11% for fiscal 2027-2028 and its earnings per share (EPS) by 5%-15%. The improved estimates reflect AEC’s strong market outlook for the next five years and the “bulletproof reliability and incremental nature of the company’s optical portfolio.”

Arya based its new price on earnings at twice 34x 2028 earnings, compared to the previous price of 33x 2027 earnings, saying it reflects contributions from new product acquisitions in the coming years.

Arya ranks number 84 among more than 12,300 analysts tracked by TipRanks. His estimates were profitable 62% of the time, yielding an average return of 31.5%. Check out Credo’s Technical Statistics on TipRanks.

Meta Platforms

Next on this week’s list is Facebook- and Instagram’s parent Meta Platforms (META). Recently, Meta introduced premium consumer and business subscription plans for its Family of Apps and a new range of Meta One (AI) subscription offerings.

After the launch, Evercore ISI analyst Mark Mahaney reiterated a buy rating on META with a price target of $930. Mahaney views the rollout of new subscription plans as a revenue-changing move, which can have a small impact on revenue and ultimately an even greater impact on operating income.

The 5-star analyst explained that he does not expect these new offerings to significantly affect near-term revenue growth due to their phased rollout and potentially low initial conversion rates. But he believes that even small acquisitions among Meta’s massive user base (more than 3.6 billion daily users) could turn into high-quality revenue over time.

Mahaney emphasized that META is among Evercore ISI’s top three, long-term major decisions, alongside Amazon and Spotify. His channel reviews are always good on Meta. In addition, Mahaney noted that the company led by Mark Zuckerberg is successfully using AI to improve user and advertiser satisfaction, which is reflected in engagement and return on ad spend (ROAS).

“What we have now with Facebook, Instagram, and WhatsApp Plus subscriptions is another attractive opportunity to make money in Meta’s green space – not captured in Street estimates,” Mahaney concluded, adding that his 2028 revenue estimate is 5% above the Wall Street consensus estimate.

Mahaney ranks No. 987 among the more than 12,300 analysts tracked by TipRanks. His predictions were successful 53% of the time, yielding an average return of 9.8%. See Meta Platforms Financials on TipRanks.

Pinterest

Another social media platform on this week’s list is Pinterest (CONSULTANTS). Guggenheim analyst Michael Morris recently reiterated a buy rating on PIN with a target price of $24, citing “continuing health spending and strengthening the US advertising business, each supported by continued AI-powered improvements.”

The 5-star analyst emphasized that Pinterest has delivered double-digit user growth worldwide for ten consecutive quarters, with his May data analysis showing some momentum in the second half of 2026. Morris said his Q2 2026 revenue growth estimate is at the high end of the company’s guidance range.

Notably, Morris expects double-digit top-line growth in the United States and Canada to continue as major retailers adapt to new pricing and the company’s increased focus on mid/small and medium business advertisers expands its revenue base.

Morris believes adoption of Pinterest’s Performance+ AI-powered advertising offering remains a major driver of growth, currently accounting for 30% of bottom-funnel revenue. The analyst sees room for more penetration of the tool as marketers who use the product increase spending at nearly double the rate of non-users.

In addition, Morris believes that the acquisition of tvScientific expands Pinterest’s reach in connected TV advertising, expanding the number of users of the platform outside the domain. He expects tvScientific to add about 2 percentage points to PINS quarterly revenue growth over the full year, taking into account the seasonality of the business and its US-only measures.

Morris ranks No. 857 among the more than 12,300 analysts tracked by TipRanks. His estimates were profitable 54% of the time, yielding an average return of 12.9%. See Pinterest Ownership Building on TipRanks.

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