Stocks for the Long Haul According to Top Wall Street Analysts

Concerns over the rising U.S. budget deficit are putting pressure on the stock market, causing anxiety among investors. However, market pullbacks can sometimes offer attractive entry points — if one knows where to look.

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That's where expert stock analysts come in. Top Wall Street analysts, known for their deep company research and performance-based ratings, can be valuable guides for investors seeking quality picks.

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Using data from TipRanks, a platform that tracks analyst performance, here are three stocks that leading analysts are currently recommending.

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Uber Technologies (UBER)
Uber, the well-known ride-hailing and food delivery company, recently held its “Go-Get 2025” event, unveiling a series of innovations aimed at boosting user engagement. In response, Evercore analyst Mark Mahaney reiterated his bullish stance on Uber, maintaining an Outperform rating and a price target of $115.

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Mahaney pointed to several product rollouts that could significantly enhance Uber’s value proposition. Among them is Price Lock, a direct competitor to Lyft’s popular feature, offering users predictable fares for $2.99 a month. Another addition is Prepaid Pass, which gives users the option to buy travel bundles at discounted rates — available for 5, 10, 15, or 20 trips starting this summer.

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“These two additions — Price Lock and Prepaid Pass — stand out as Uber’s most meaningful new offerings,” said Mahaney.

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He also praised Uber’s ongoing push into autonomous vehicles. The Shared Autonomous Rides concept could help increase the usage of AVs, and Uber's planned launch of Volkswagen autonomous vehicles in Los Angeles by 2026 is seen as a strong signal of future growth. Mahaney expects more partnerships with AV tech companies in the coming years.

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Other updates like Route Share, Savings Slider, and Dine Out were seen as incremental enhancements. Despite Uber’s impressive performance so far this year, Mahaney continues to view the stock as one of Evercore’s top long-term picks, citing its reasonable valuation and potential to grow earnings by around 30% annually.

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According to TipRanks, Mahaney ranks 150th among over 9,500 analysts. His stock recommendations have been profitable 59% of the time, with an average return of 17.3%.

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CyberArk Software (CYBR)
Next up is CyberArk Software, a leading name in identity security solutions. The company recently reported a strong first-quarter performance for fiscal 2025, highlighted by subscription annual recurring revenue (ARR) crossing the $1 billion mark.

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Following the earnings announcement, Baird analyst Shrenik Kothari maintained a Buy rating on the stock and increased the price target from $450 to $460. Kothari emphasized that CyberArk exceeded expectations in ARR, revenue, and free cash flow.

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The analyst noted that CyberArk’s platform remains highly relevant in today’s digital landscape, where identity security is a growing concern. He said demand for the company’s services remains stable, despite broader economic uncertainties. Key partnerships, like those with Venafi and Zilla, are gaining momentum and contributing to growth.

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Even with a cautious macroeconomic environment, CyberArk has not experienced any notable slowdown in customer deals. Kothari commented that the company is taking a prudent approach in its full-year 2025 forecast but remains optimistic due to the strong ongoing demand.

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Kothari is ranked 43rd on TipRanks, with a 77% success rate and an average return of 27.8% on his recommendations.

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Palo Alto Networks (PANW)Lastly, there’s Palo Alto Networks, another major player in the cybersecurity space. The company beat analyst expectations for earnings and revenue in the third quarter of fiscal 2025, although its adjusted gross margin fell slightly short of estimates.

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TD Cowen analyst Shaul Eyal maintained a Buy rating on PANW and held his price target steady at $230. He praised the company’s performance across key metrics — including revenue, earnings per share, operating margin, and remaining performance obligations (RPO).

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Eyal highlighted Palo Alto’s significant growth in product sales and momentum in next-generation security (NGS) solutions. A core element of the company’s strategy is platformization — integrating multiple services into one unified offering. The company now counts around 1,250 platform customers, having added 90 new clients in the last quarter alone.

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He also noted the company’s goal to reach $15 billion in ARR by fiscal 2030. With a strong fourth-quarter pipeline and increasing adoption of AI-powered tools, Eyal sees the company on track to meet that target.

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Eyal expects Palo Alto to maintain its lead in next-gen firewalls and grow in areas like secure access service edge (SASE), cloud security, and operations. With over 70,000 customers, the company has vast opportunities for cross-selling its expanding product lineup.

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Eyal ranks 12th among TipRanks’ 9,500+ analysts, with a success rate of 69% and an average return of 25.9%.

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