Top Wall Street analysts champion these 3 stocks for solid returns

The stock market has been volatile lately as investors weigh the latest fluctuations in the US-China trade war as well as the earnings of major US companies. Despite these challenges, investors can also choose to focus on stocks of companies that can weather short-term pressures to deliver strong, long-term returns.

Tracking Wall Street’s top analysts can help investors pick some attractive stocks, as these experts’ recommendations are based on an in-depth analysis of a company’s business fundamentals, opportunities and challenges.

Here are three stocks favored by the Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Pinterest

This first stock pick is a social media company Pinterest (Pins), is scheduled to report third-quarter results on November 4. Heading into these numbers, TD Cowen analyst John Blackledge affirmed a buy rating on Pinterest and Target price is $44. TipRanks’ AI analyst is also bullish on Pinterest, giving it an “outperform” rating and a $40 price target.

Blackledge expects Pinterest’s Q3 revenue to grow 16.6% from the same quarter a year earlier, in line with consensus Street estimates and toward the high end of the company’s own guidance. “We expect EBITDA to grow 20% year-on-year, outpacing revenue growth, driven by modest growth [cost of revenue] “R&D influence,” Blackledge said.

The 5-star analyst remains confident in his estimates of mid-teens year-over-year revenue growth through the second half of 2025 and 2026, supported in part by continued adoption by advertisers of PINS’ Performance+ campaign tools.

After a digital ad validation call with an agency that manages more than $4 billion annually in managed ad spend, Blackledge noted that ad spending on Pinterest rose 63% year-over-year in the third quarter of 2025, a slight slowdown compared to 66% in the previous quarter. A TD Cowen expert noted that strong uptake continues in PINS’ Performance+ campaign types.

In fact, some advertisers have shifted all of their Pinterest spending to Performance+. Performance+, which rolled out in late 2024 with automated creative tools, has expanded to include automated bidding tools and other automated features based on artificial intelligence (AI), Blackledge said.

Blackledge is ranked No. 522 out of more than 10,000 analysts tracked by TipRanks. His evaluations were successful 56% of the time, and he achieved an average return of 12.5%. See Pinterest statistics on TipRanks.

Uber technologies

Next is the ridesharing and delivery platform Uber technologies (Uber). Recently, Evercore analyst Mark Mahaney reiterated a buy rating on UBER along with a… 12-month price forecast of $150 After hosting a quarterly webinar with Harry Campbell, founder of The Rideshare Guy and The Driverless Digest Dude, where they discussed the latest trends across the ridesharing, delivery, and autonomous vehicle (AV) ecosystems. Like Mahaney, the TipRanks AI analyst is also bullish on UBER stock, with an “Outperform” rating and a $108 price target.

Mahaney noted that Campbell was constructive about the dynamics of the ride-sharing offering, given the strong and stable driver economics. Campbell continues to see steady demand and a strong supply of drivers, especially at Uber, which he described as operating near “all-time highs.” Despite the strong supply, prices remain high, reflecting the continued elasticity of demand and limited alternatives for consumers, especially for airport trips and nightlife.

The top-rated analyst also highlighted Campbell’s comment about early shifts in autonomous vehicle partnerships – in particular alphabetWaymo’s evolving first-party versus third-party strategy and Uber’s expanded AV integration roadmap.

Mahaney also noted stabilizing driver economics and widening platform margins. It is worth noting that Uber’s “decoupling” of passenger fares and driver payments leads to an ever-increasing profit margin expansion, even with a fixed driver income.

Through incremental feature innovation, Uber is focusing on enhancing the “stickiness” of the ecosystem. Uber’s recent “Only on Uber” event rolled out small feature updates, including tip guarantees and safety improvements. Although not transformative, Campbell sees these efforts as part of Uber’s “broader push to create alternative revenue channels for drivers as the share of autonomous vehicles grows over time,” Mahaney said.

Mahaney is ranked No. 473 out of more than 10,000 analysts tracked by TipRanks. Its evaluations were profitable 57% of the time, and generated an average return of 13%. See Uber Technologies’ financials on TipRanks.

GM

GM (GM) jumped 15% on Tuesday after parent Cadillac and Buick beat Street revenue and profit expectations despite a slight decline in sales. GM also raised its forward guidance, citing the lower-than-expected impact of tariffs.

Following the third-quarter results, Mizuho analyst Vijay Rakesh reiterated his buy rating on GM and raised his rating Target price is $76 From $67. In comparison, the TipRanks AI analyst has a $66 price target and an “Outperform” rating on GM.

“We remain positive with reduced tariff burden/risk, and improved profitability [internal combustion engine] The SUV/pickup hits the ground running with the C26E+, Rakesh said.

The five-star analyst noted that GM raised its 2025 guidance for earnings before interest and tax (EBIT), earnings per share (EPS) and adjusted free cash flow, driven by a lower-than-expected impact from tariffs, and said GM is backing away from some electric vehicle (EV) plans to boost profitability. This includes GM selling its stake in a Michigan electric vehicle battery plant to LG Energy, retaining two battery plants, and transitioning the Orion plant to gas engine production from an electric vehicle focus by 2027.

Rakesh believes smaller EV losses, tariff and warranty challenges, and a higher combustion engine mix will support GM’s goal of returning to an 8% to 10% EBIT margin in its North American business. Other tailwinds include $5 billion in deferred revenue from the OnStar and Super Cruise models, with gross margin of about 70%, as well as stable average selling prices.

Rakesh is ranked No. 67 out of more than 10,000 analysts tracked by TipRanks. His evaluations were successful 64% of the time, and he achieved an average return of 24.8%. See General Motors insider trading activity on TipRanks.