Top analysts bullish on these stocks for long-term growth potential
Global stock markets remain volatile as investors continue to evaluate 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 cut through the short-term noise and choose attractive stocks with strong 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. Strong AI-led demand for the company’s copper and optical interconnects has driven revenue up, leading to a strong year-to-date rally.
Bank of America analyst Vivek Arya raised price targets on major semiconductor and semiconductor capital equipment stocks in his latest research report. Price target for CRDO increased to $340 Starting at $252 with a recurring purchase rating.
The 5-star analyst noted that Credo sees demand for AECs (active electrical cables) from leading and emerging hyperscalers continuing to strengthen. Additionally, 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 start increasing production and profits in 2027-2028.
Following a meeting with the company at the 2026 BofA Global Technology Conference and final channel check-ins, Arya raised Credo’s sales outlook by 2% to 11% and its earnings per share (EPS) outlook by 5% to 15% for fiscal 2027-2028. The improved forecasts reflect the strong outlook for the AEC market over the next five years and the company’s “bulletproof reliability and growing nature of its optics portfolio.”
Arya based the new price target on a price-to-earnings multiple of 34x 2028 earnings, compared with the previous valuation of 33x 2027 earnings, and said it reflected contributions from new product adoption in the coming years.
Arya is ranked #84 out of more than 12,300 analysts followed by TipRanks. Their ratings were profitable 62% of the time, with an average return of 31.5%. See Credo Tech Stats on TipRanks.
Meta Platforms
Next on this week’s list is Facebook and its 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 his buy rating on META. price target $930. Mahaney sees the launch of new subscription plans as a revenue diversification initiative that could have a modest impact on revenue and eventually have an even larger impact on operating income.
The 5-star analyst explained that he does not expect these new offers to significantly impact revenue growth in the short term due to their gradual rollout and potentially low initial conversion rates. But he believes even modest adoption across Meta’s massive user base (more than 3.6 billion daily users) could translate into a significant high-margin revenue stream in the long run.
Mahaney emphasized that META is among Evercore ISI’s top three long-term large-cap picks, alongside Amazon and Spotify. Channel controls remain positive on Meta. Additionally, Mahaney stated that the company, led by Mark Zuckerberg, has successfully used artificial intelligence to increase 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 greenfield monetization opportunity for Meta, one that is not included in Street forecasts,” Mahaney concluded, adding that its 2028 revenue forecast is 5% above Wall Street’s consensus forecast.
Mahaney is ranked #987 out of more than 12,300 analysts tracked by TipRanks. It did well in the ratings 53% of the time and delivered an average return of 9.8%. Check out Meta Platform Financials on TipRanks.
on Pinterest
Another social media platform on this week’s list is on Pinterest (PINS). Guggenheim analyst Michael Morris recently reiterated his buy rating on PINS price target $24It cites “continuous usage health and strengthening of US advertising, 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, and May data analysis shows particular momentum in the second quarter of 2026. Morris said the 2026 second-quarter revenue growth forecast is at the high end of the company’s guidance range.
Specifically, Morris expects double-digit top-line growth to continue in the U.S. and Canada as major retailers adjust to new tariffs and the company’s focus on midsize/small and medium-sized business advertisers expands its revenue base.
Morris believes that adoption of Pinterest’s Performance+ AI-powered advertising offering continues to be a key growth catalyst, currently accounting for 30% of lower-funnel revenue. The analyst thinks further expansion of this tool is possible, as advertisers who use the product increase their spend almost twice as much as non-users.
Moreover, Morris believes the acquisition of tvScientific will expand Pinterest’s reach into connected TV advertising, increasing the value of the platform’s users off-site. Considering the seasonality of the business and its U.S.-only footprint, tvScientific expects the rest of the year to add about 2 percentage points to PINS’ quarterly revenue growth.
Morris is ranked #857 out of more than 12,300 analysts tracked by TipRanks. Their ratings were 54% profitable and delivered an average return of 12.9%. See Pinterest Ownership Structure on TipRanks.
