Global markets have wobbled lately as investors weigh high bond yields and persistent U.S.-Iran tensions, with Middle East uncertainty threatening oil prices and inflation. But for those looking past the noise, a handful of Wall Street’s most successful analysts are flagging stocks with durable growth stories.
Using TipRanks, a platform that scores analysts on past performance, we highlight three names favored by top pros: Nvidia (NVDA), Uber Technologies (UBER), and Marvell Technology (MRVL).
Nvidia: AI Demand Still Surging
Nvidia’s fiscal second-quarter results were stellar, and the company reassured investors that AI-driven chip demand remains robust. More striking was its FY28 revenue growth outlook of 70%, well above Street expectations.
Morgan Stanley’s Joseph Moore, a 5-star analyst, reiterated a buy rating after the print and lifted 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,” he said.
Moore acknowledged that Nvidia delivered impressive results despite supply constraints, but he argues the FY28 revenue and gross margin commentary carried more weight. His own revenue estimate had been 52% growth; the consensus was around 40%. The 70% guidance is a “remarkable figure” given supply issues, he said, and he expects Nvidia to keep resolving bottlenecks to sustain rapid growth.
He also flagged strong performance metrics for the upcoming Vera Rubin chips, with Nvidia touting 30x higher throughput per megawatt and 35x lower token cost versus 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, with an average return of 24.60%.
Uber: Positioning for the AV Era
BMO Capital’s Brian Pitz reiterated a buy rating on Uber with a price target of $119, focusing on the ride-hailing giant’s opportunity in autonomous vehicles (AVs).
Pitz, also a 5-star analyst, sees Uber evolving into a diversified marketplace. Investors are now zeroing in on how much value Uber can capture as AVs go mainstream. “We continue to believe that Uber’s AV strategy is evolving and will become a significant driver of revenue and profitability,” he said.
He argues Uber can become the go-to mobility platform for AV makers, thanks to growing AV infrastructure capabilities and an expanding partner base. That would let Uber claim a big slice of value as the AV market commercializes.
Pitz notes Uber’s shift from being merely a robotaxi distribution channel to a broader AV mobility platform. He highlighted Uber’s increased capital spending, expansion into new markets, and partnerships beyond Alphabet’s Waymo.
Pitz ranks No. 574 among analysts tracked by TipRanks, with profitable ratings 61% of the time and an average return of about 12.20%.
Marvell: Data Center Strength Drives Optimism
Marvell Technology beat expectations for its fiscal second quarter, but its raised FY28 guidance still disappointed investors hoping for more. KeyBanc’s John Vinh reaffirmed a buy rating with a $400 price target.
Vinh points to strength in Marvell’s data center business, which grew 46% year-over-year to $2.17 billion in Q2, beating KeyBanc’s $2.09 billion estimate. Management cited accelerating AI networking demand across scale-out, scale-across, and scale-up architectures, supported by strong 800G optical DSP demand, a rapid 1.6T ramp, broader 51.2T switch deployments, and higher TIA/driver demand.
Marvell now expects data center revenue to grow 60% in FY27 and more than 60% in FY28.
On the recently announced $120 billion warrant arrangement with Google, Vinh said management argues that programs tied to the warrant are already priced into the custom outlook through FY28. New and in-execution programs, however, could push the FY29 custom XPU revenue well above the prior estimate of over $10 billion.
Vinh ranks No. 123 on TipRanks, with a 60% success rate and an average return of 28.50%.
Source: www.cnbc.com — https://www.cnbc.com/2026/09/07/top-wall-street-analysts-like-these-3-stocks-for-the-long-haul.html
This article is for informational purposes only and does not constitute financial, investment, tax, or legal advice. Do your own research and consult a licensed professional before making financial decisions.
