Global stock markets are currently experiencing heightened volatility as investors grapple with various challenges, including geopolitical tensions in the Middle East, the shifting dynamics of the artificial intelligence (AI) sector, and significant economic data releases. Amid this climate, analysts on Wall Street are offering insights to help investors focus on long-term opportunities rather than short-term disturbances. According to TipRanks, which ranks analysts based on performance, here are three stocks that some leading pros have identified as promising.
Credo Technology
Credo Technology (CRDO) specializes in high-speed connectivity solutions tailored for AI data centers. The surging demand for the company’s copper and optical interconnects, driven by the AI sector, has positively impacted its revenue, resulting in a notable year-to-date increase in share price. Bank of America analyst Vivek Arya has recently increased his price target for Credo from $252 to $340 while maintaining a buy rating. Arya highlighted the growing demand for the company’s active electrical cables (AECs) from both established and emerging hyperscalers. Furthermore, he pointed out additional avenues for growth, such as optical digital signal processors (DSPs) and active LED cables (ALCs), which are anticipated to start generating profits by 2027-2028. Following a recent meeting at the BofA Global Tech Conference, Arya raised his sales outlook for Credo for 2027-2028 by 2%-11% and his earnings per share outlook by 5%-15%. His revised price target, based on a new valuation method, suggests strong optimism for the company’s future.
Meta Platforms
Meta Platforms (META), the parent company of Facebook and Instagram, is also capturing attention as it has recently introduced both consumer and business paid subscription models for its various apps. Analyst Mark Mahaney of Evercore ISI reaffirmed a buy rating on META with a price target of $930. He views these new subscription plans as a strategic move for revenue diversification, which, while not expected to have an immediate substantial impact on revenue growth, could significantly affect operating income as more users subscribe over time. With more than 3.6 billion daily users, Mahaney sees the potential for these high-margin revenue streams to contribute meaningfully to the company’s financials in the long run. He noted that Meta is effectively utilizing AI to enhance both user experience and advertiser satisfaction, resulting in improved engagement metrics. Mahaney positions Meta among his top long-term picks, joining Amazon and Spotify on that list.
Pinterest
Among the social media platforms, Pinterest (PINS) is also highlighted positively. Guggenheim analyst Michael Morris maintained a buy rating on PINS with a price target of $24, emphasizing the platform’s strong user engagement and strengthening advertising business, further bolstered by ongoing AI enhancements. Morris noted that Pinterest has experienced double-digit global user growth for ten consecutive quarters, with promising data for the second quarter of 2026. He believes that revenue growth will continue robustly in the U.S. and Canada, especially as large retailers adapt to changes in tariffs and Pinterest shifts its focus to mid-sized advertisers. Additionally, the adoption of Pinterest’s AI-driven Performance+ advertising tool is seen as a significant growth catalyst, currently accounting for approximately 30% of lower-funnel revenue. Morris’s forecast is informed by the upcoming acquisition of tvScientific, which he predicts will increase Pinterest’s revenue by about two percentage points over the coming quarters.
As investors continue to navigate uncertain market conditions, these analysts provide insights into stocks that may offer solid long-term growth potential, underscoring the importance of a forward-looking investment strategy.
