Wall Street’s Top Analysts See Strong Upside in These Three Stocks

The U.S. stock market has been swinging sharply in recent weeks as investors react to new developments in the ongoing U.S.–China trade conflict and closely examine corporate earnings. Despite this uncertainty, some companies are well-positioned to withstand short-term turbulence and deliver long-term value.

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One smart way for investors to uncover promising opportunities is by following the guidance of top Wall Street analysts experts who base their recommendations on rigorous research into each company’s fundamentals, challenges, and growth prospects.

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According to data from TipRanks, a platform that tracks and ranks analysts by their past performance, three stocks have earned high praise from leading market pros.

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Pinterest

First up is Pinterest (PINS), the social media platform scheduled to announce its third-quarter results on November 4. TD Cowen analyst John Blackledge recently reaffirmed his buy rating on the stock with a $44 price target. Similarly, TipRanks’ AI Analyst is optimistic, assigning Pinterest an “outperform” rating and a $40 target.

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Blackledge expects the company’s Q3 revenue to climb 16.6% year over year matching Wall Street’s consensus and landing near the upper end of Pinterest’s own guidance. He forecasts EBITDA growth of 20%, exceeding revenue growth due to improved cost efficiency and R&D leverage.

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The veteran analyst remains bullish on Pinterest’s outlook through 2025 and 2026, projecting steady mid-teens revenue growth supported by increasing advertiser adoption of its Performance+ campaign tools.

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After consulting with a major ad agency managing over $4 billion in annual spending, Blackledge found that Pinterest’s ad spend jumped 63% in Q3 2025 compared with the same period a year ago a slight dip from the 66% growth seen in the previous quarter but still robust. Advertisers continue to favor Performance+, with some even shifting their entire Pinterest budget to the automated campaign format.

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Launched in late 2024, Performance+ now includes AI-driven features such as automated bidding and creative tools, helping advertisers streamline campaign execution and improve performance.

Blackledge ranks No. 522 among over 10,000 analysts tracked by TipRanks, with a 56% success rate and an average return of 12.5%.

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Uber Technologies

Next on the list is Uber Technologies (UBER), the global leader in ride-sharing and delivery. Evercore analyst Mark Mahaney recently reiterated his buy rating and set a 12-month price target of $150 after hosting a webinar with Harry Campbell, founder of The Rideshare Guy and The Driverless Digest Dude. The two discussed ongoing trends in ride-sharing, food delivery, and autonomous vehicles. TipRanks’ AI Analyst also rates Uber as “outperform,” with a $108 target.

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According to Mahaney, Campbell remains optimistic about ride-share supply conditions, citing stable driver earnings and strong demand. Uber, in particular, continues to see record-high driver participation, even as rider pricing stays elevated a sign of durable demand, especially for airport and nightlife trips.

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Mahaney also noted shifts in the autonomous-vehicle space, with Alphabet’s Waymo evolving its first-party and third-party strategies while Uber expands its own AV integration roadmap.

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Meanwhile, Uber’s financial picture continues to improve. The company’s separation of rider fares from driver payouts is allowing for higher profit margins, even as driver earnings remain steady.

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Recent feature rollouts under Uber’s “Only on Uber” initiative such as tip guarantees and safety enhancements may not be game-changers individually, but Mahaney views them as part of Uber’s long-term strategy to strengthen platform loyalty and diversify driver income streams as automation grows.

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Ranked No. 473 out of more than 10,000 analysts on TipRanks, Mahaney boasts a 57% success rate with an average return of 13%.

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General Motors

Finally, General Motors (GM) surged 15% on Tuesday after delivering stronger-than-expected third-quarter revenue and earnings. Despite a slight sales decline, the automaker raised its forward guidance thanks to a smaller-than-anticipated tariff hit.

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Following the upbeat report, Vijay Rakesh of Mizuho Securities reiterated his buy rating and increased his price target to $76 from $67. TipRanks’ AI Analyst is also positive on GM, maintaining an “outperform” rating with a $66 target.

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“We remain optimistic given reduced tariff exposure, improved profitability, and strong demand for SUVs and pickups,” Rakesh said.

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The 5-star analyst pointed out that GM boosted its 2025 forecasts for earnings, profit, and free cash flow, driven by lower tariff costs and strategic changes to its electric vehicle (EV) plans. The automaker recently sold its stake in a Michigan EV battery plant to LG Energy but will retain two other battery facilities. In addition, GM plans to convert its Orion plant back to gas engine production by 2027 to enhance margins.

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Rakesh believes these moves along with fewer EV-related losses, manageable warranty costs, and a greater focus on traditional combustion vehicles will help GM achieve an 8%–10% EBIT margin in North America. Additional support could come from $5 billion in deferred revenue tied to its OnStar and Super Cruise features, which carry roughly 70% gross margins, and stable average selling prices.

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Ranked No. 67 on TipRanks, Rakesh has a 64% success rate and an impressive 24.8% average return per rating.

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For investors seeking resilient opportunities amid a volatile market, these three analyst-approved picks Pinterest, Uber, and General Motors stand out for their growth potential and strategic execution.

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