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) market and key economic data.
Top Wall Street analysts help investors look past near-term noise and pick attractive stocks with solid long-term growth potential.
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.
Credo Technology
Credo Technology (CRDO) provides high-speed connectivity solutions for AI data centers. Robust AI-led demand for the company’s copper and optical interconnects has boosted revenue, driving a solid year-to-date rally.
In his latest research report, Bank of America analyst Vivek Arya raised his price targets on major semiconductor and semiconductor capital equipment stocks, with the price target for CRDO jumping to $340 from $252 with a reiterated a buy rating.
The 5-star analyst noted that Credo is seeing continued strength in the demand for its AECs (active electrical cables) from major and emerging hyperscalers. Moreover, the company has additional growth opportunities in optical DSPs (digital signal processors), ZF optics, ALCs (active LED cables), and PCIe retimers. These products are expected to begin ramping up production and profits in 2027-2028.
Following a meeting with the company at the 2026 BofA Global Tech Conference, along with recent channel checks, Arya raised his sales outlook for Credo by 2%-11% for fiscal 2027-2028 and his earnings per share (EPS) outlook by 5%-15%. The improved estimates reflect a strong AEC market outlook over the next five years and the company’s “bulletproof reliability and incremental nature of its optical portfolio.”
Arya based his new price target on a price-to-earnings multiple of 34x 2028 earnings, compared to the prior valuation of 33x 2027 earnings, saying it reflects contributions from new product adoption in coming years.
Arya ranks No. 84 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 62% of the time, delivering an average return of 31.5%. See Credo Technology Statistics on TipRanks.
Meta Platforms
Next on this week’s list is Facebook- and Instagram parent Meta Platforms (META). Recently, Meta introduced consumer and business paid subscription plans for its Family of Apps and a new suite of Meta One (AI) subscription offerings.
Following the launch, Evercore ISI analyst Mark Mahaney reiterated a buy rating on META with a price target of $930. Mahaney views the rollout of the new subscription plans as a revenue diversification initiative, which could have a modest impact on revenue and eventually an even greater impact on operating income.
The 5-star analyst explained that he doesn’t 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 modest adoption within Meta’s massive user base (over 3.6 billion daily users) could evolve into a significant high-margin revenue stream over the long term.
Mahaney highlighted that META is among Evercore ISI’s top three, large-cap long-term picks, alongside Amazon and Spotify. His channel checks remain positive on Meta. Moreover, Mahaney noted that the Mark Zuckerberg-led company is successfully using AI to enhance user and advertiser satisfaction, reflected in engagement and return on ad spend (ROAS).
“What we now have with Facebook, Instagram, and WhatsApp Plus subscriptions is another attractive greenfield monetization opportunity for Meta – one that is not captured in Street estimates,” concluded Mahaney, adding that his 2028 revenue estimate is 5% above Wall Street’s consensus projection.
Mahaney ranks No. 987 among more than 12,300 analysts tracked by TipRanks. His ratings have been successful 53% of the time, delivering an average return of 9.8%. See Meta Platforms Financials on TipRanks.
Another social media platform in this week’s list is Pinterest (PINS). Guggenheim analyst Michael Morris recently reiterated a buy rating on PINS with a price target of $24, citing “continued usage health and strengthening U.S. advertising business, each supported by ongoing AI-powered improvements.”
The 5-star analyst highlighted that Pinterest has delivered double-digit global user growth for ten consecutive quarters, with his May data analysis indicating particular momentum in the second quarter 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 large retailers adapt to new tariffs and the company’s heightened focus on mid-market/small- and medium business advertisers expands its revenue base.
Morris believes that the adoption of Pinterest’s Performance+ AI-powered advertising offering remains a major growth catalyst, currently accounting for 30% of lower-funnel revenue. The analyst sees scope for further penetration of this tool as advertisers using the product are increasing spending at nearly twice the rate of non-users.
Furthermore, Morris believes that the tvScientific acquisition expands Pinterest’s reach into connected TV advertising, expanding the value of the platform’s users offsite. He expects tvScientific to add about 2 points to PINS’ quarterly revenue growth through the rest of the year, given the impact of business’s seasonality and its U.S.-only footprint.
Morris ranks No. 857 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 54% of the time, delivering an average return of 12.9%. See Pinterest Ownership Structure on TipRanks.
