Heightened tension in the Middle East and persistent macroeconomic uncertainty are stoking market swings. These cross currents are expected to keep global equities choppy for the foreseeable future. Against that backdrop investors are urged to tune out daily noise and focus on companies with lasting growth paths.
Wall Street’s top-ranked researchers can help identify such opportunities.
TipRanks, which scores analyst accuracy, spotlights three favorites: Chewy, Pinterest, and Uber Technologies. Each enjoys strong endorsements from highly rated experts despite sector-specific hurdles that could unsettle shorter-term traders. Chewy runs the leading online marketplace for pet food, supplies, and health services.
Its latest quarter beat revenue and earnings forecasts but featured softer free cash flow, prompting a knee-jerk sell-off. The company still posted a sequential customer increase of two-hundred-forty thousand, the fourth straight quarter of net gains.
JPMorgan’s Doug Anmuth, ranked forty-second of more than nine thousand analysts, says that reaction is overdone. He raised his price target to forty-seven dollars and reiterated an Overweight rating.
Anmuth cites four consecutive quarters of rising active customers plus expanding share gains from Amazon and Walmart. He believes higher-margin hardgoods, the sticky AutoShip program, sponsored advertisements, and cost leverage will lift profitability for years. His model projects a multiyear margin expansion that could turn Chewy into a consistent cash generator.
Management’s full-year outlook looks conservative, as the business already trends toward the upper half of guidance. TipRanks’ AI model concurs with an Outperform call and a forty-six-dollar fair value. Historically Anmuth’s picks succeed sixty-five percent of the time, delivering average returns near twenty-two percent.
Pinterest, the visual discovery platform, recently struck a deal with Instacart that converts pins into shoppable ads. Bank of America’s Justin Post, ranked twenty-third by TipRanks, calls the partnership a potential game changer and keeps a Buy rating along with a forty-one-dollar target.
The arrangement lets consumer-packaged-goods brands tap Instacart’s grocery purchase data to target Pinterest users browsing recipes and household ideas.
Initially the feature will focus on select advertisers; a second phase rolls out closed-loop measurement, showing exactly how impressions convert into purchases at over eighteen-hundred retail partners.
Post notes the stock rose on the news and on encouraging second-quarter ad trends.
He thinks better attribution tools will attract incremental spending from packaged-goods marketers, already one of Pinterest’s biggest customer groups.
AI-driven recommendation upgrades are simultaneously boosting user engagement and ad relevance, and Post believes that runway is still early.
He predicts accelerated monetization as machine-learning models refine shoppable content and dynamic product catalogs. His calls have been right sixty-nine percent of the time with an average twenty-three percent gain. TipRanks’ automated analysis is likewise bullish, forecasting thirty-seven dollars per share and flagging the equity Outperform. Ride-sharing and delivery giant Uber Technologies completes the trio.
Stifel’s Mark Kelley just launched coverage with a Buy rating and a one-hundred-ten-dollar target, arguing Uber is evolving into a “super app” that bundles mobility, food, parcel, and advertising services.
He downplays the near-term threat from autonomous vehicles, pointing to safety, regulatory, and capital obstacles that push large-scale robo-taxis well into the future.
Meanwhile Uber is executing against aggressive financial goals, including gross-bookings growth of sixteen percent in both 2025 and 2026. Kelley expects adjusted earnings before interest, taxes, depreciation, and amortization to expand faster than revenue as operating leverage improves.
The analyst also highlights untapped upside from international and non-urban expansion, aided by wider adoption of the Uber One membership program.
Delivery should turn solidly profitable and serves as a low-cost customer-acquisition channel, especially in suburban markets.
Uber’s location data and purchase intent also position it well for the fast-growing retail media ad niche, giving brands a way to reach consumers at the moment of decision.
TipRanks’ AI model targets one-hundred-eight dollars and tags the stock Outperform. Kelley’s past picks have worked sixty-seven percent of the time with an average twenty-five percent return, supporting his bullish stance.
Geopolitical flashpoints and shifting macro conditions may keep markets jumpy, yet these analyst-backed selections offer compelling cases for patient capital.
Chewy’s expanding subscriber base, Pinterest’s closed-loop ad tech, and Uber’s march toward super-app status provide catalysts that extend beyond the current news cycle.
For investors willing to screen out short-term turbulence and trust data-driven insight, these names could deliver the growth and resilience needed in an uncertain world.
As a leading independent research provider, TradeAlgo keeps you connected from anywhere.