Concerns about inflation, trade tariffs under the Trump administration, and the ongoing earnings season are expected to contribute to continued stock market volatility, potentially unsettling investors.
Amid such uncertainties, investors seeking promising stock opportunities should prioritize companies with the ability to navigate these challenges while delivering strong long-term returns. Recommendations from top Wall Street analysts can be valuable in this regard, as they are based on extensive research and analysis.
With that perspective, here are three stocks that leading analysts favor, as compiled by TipRanks, a platform that evaluates analysts based on their past performance.
The first pick is Pinterest (PINS), a social media and image-sharing platform. The company recently impressed investors with its robust fourth-quarter results, marking its first-ever quarter with revenue exceeding $1 billion. Additionally, Pinterest's global monthly active users increased 11% year-over-year, reaching 553 million.
Following this strong performance, Evercore analyst Mark Mahaney reaffirmed his buy rating on Pinterest, raising the price target from $43 to $50. He noted the stock’s surge after delivering better-than-expected results.
According to Mahaney, sentiment leading into the fourth-quarter earnings was notably weak, particularly regarding Pinterest's first-quarter 2025 revenue outlook, given tougher year-over-year comparisons. However, the company exceeded Wall Street’s revenue and EBITDA expectations by 1% and 6%, respectively, and provided a revenue growth outlook that suggested only a slight slowdown despite a significantly more challenging comparison.
Mahaney also pointed out that beyond the first quarter of 2025, Pinterest is expected to encounter structurally easier comparisons for the remainder of the year. Furthermore, unlike many other advertising-focused companies, Pinterest has limited exposure to political spending, reducing uncertainty surrounding its revenue streams. This stability could allow Pinterest to maintain consistent revenue growth acceleration throughout 2025, serving as a crucial driver for the stock.
He further observed that Pinterest appears to be benefiting from the cumulative impact of multiple product cycles, supporting mid-to-high teen percentage revenue growth (excluding foreign exchange effects) for the foreseeable future.
Ranked No. 24 among over 9,300 analysts on TipRanks, Mahaney’s recommendations have been profitable 64% of the time, with an average return of 29.1%.
The next stock is Monday.com (MNDY), a company specializing in workplace management software. The company recently posted fourth-quarter earnings that exceeded expectations, attributing its strong performance to product innovation and strategic go-to-market execution. Management remains optimistic about leveraging artificial intelligence (AI) to drive further demand.
In response to these results, JPMorgan analyst Pinjalim Bora reaffirmed his buy rating on Monday.com and increased his price target from $350 to $400. He highlighted that the company exceeded consensus estimates across key metrics for the fourth quarter of 2024, following a subdued showing in the previous quarter.
Monday.com’s 2025 revenue outlook—forecasting over 26% growth at the mid-point on a constant currency basis—exceeded JPMorgan’s expectations and likely outpaced projections from many buy-side analysts. Bora noted that U.S. demand rebounded after a September dip, while demand in Europe remains uneven but has stabilized compared to November levels.
Bora believes Monday.com presents a compelling medium-term opportunity as it transitions from a collaborative work management platform to a multi-product business. He also highlighted its potential to play a central role in AI-driven workflow automation for its customers over time.
Despite macroeconomic uncertainties, Monday.com’s strong execution sets it apart from competitors, positioning it as a multi-year compounder that offers significant value to long-term investors.
Bora is ranked No. 541 among TipRanks’ analysts, with a success rate of 64% and an average return of 15.2%.
The third stock pick is Amazon (AMZN), the e-commerce and cloud computing giant. The company recently posted better-than-expected fourth-quarter results, though its guidance for the first quarter of 2025 fell short of expectations due to foreign exchange headwinds.
Despite this cautious outlook, Mizuho analyst James Lee reaffirmed his buy rating on Amazon and maintained a $285 price target. He acknowledged the company’s substantial increase in capital expenditures but emphasized that Amazon’s margins outperformed expectations and its cloud computing division, Amazon Web Services (AWS), outshone its competitors.
Regarding the sharp rise in capital spending, Lee pointed out that Amazon’s management appears comfortable with its investment ramp-up, driven by signs of strong demand. Additionally, Amazon anticipates a steep decline in computing costs, facilitated by a transition to custom ASICs (Application-Specific Integrated Circuits) and advancements in AI model training. These factors should accelerate the adoption of AI technologies.
Beyond cloud computing, Lee expects Amazon’s retail segment to benefit from its redesigned inbound logistics network, expansion of local delivery centers, and increased use of robotic automation.
“While 2025 may have a sluggish start, we remain confident in Amazon’s long-term structural growth story,” said Lee, reiterating that Amazon remains a top pick for Mizuho.
Lee is ranked No. 191 among more than 9,300 analysts on TipRanks, with a 63% success rate and an average return of 15.5%.
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