Three Stocks That Have a Robust Growth Outlook According to Wall Street Analysts

Even with lingering macroeconomic uncertainty, some companies stand out as prime candidates to deliver strong returns thanks to rapid advances in technology and accelerating adoption of artificial intelligence (AI).

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For investors looking to uncover high-potential opportunities, one effective strategy is to follow the guidance of top Wall Street analysts. Their recommendations are grounded in deep research, financial analysis, and a clear understanding of growth drivers.

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Here are three stocks currently favored by the Street’s best performers, according to TipRanks, which ranks analysts based on their historical accuracy and returns.

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Nvidia (NVDA)

Kicking things off is Nvidia, the undisputed leader in semiconductors and AI infrastructure. The company has reinforced its dominance through innovation and strategic partnerships including a $5 billion investment in Intel and a massive $100 billion commitment to OpenAI.

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Evercore analyst Mark Lipacis, following discussions with Nvidia’s CFO about the OpenAI deal, reiterated his buy rating. He described Nvidia as the “AI ecosystem of choice,” citing not only its CUDA software stack but also its NVLink connectivity solution, which he believes is set to become an industry standard.

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Lipacis raised his price target on NVDA to $225 from $214, keeping the stock as one of Evercore’s top picks. TipRanks’ AI Analyst also rates Nvidia outperform with a $204 target.

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The analyst emphasized Nvidia’s role as the primary supplier to OpenAI. According to him, ChatGPT’s platform underestimated demand and is moving aggressively to get ahead of future needs. Nvidia’s infrastructure is positioned to play a crucial role in this buildout.

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He also highlighted that the deal involves at least 10 gigawatts of AI infrastructure. Historically, Nvidia’s total addressable market per gigawatt was $30–40 billion, and management suggested that figure could grow. Lipacis nudged up his 2026 revenue and EPS forecasts by 2% but admitted his estimates may still be conservative.

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Ranked No. 53 out of 10,000+ analysts on TipRanks, Lipacis has a 66% success rate and an average return of 26.5%.

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MongoDB (MDB)

Next on the list is MongoDB, a leader in database management software. The company recently hosted its MongoDB.local event in New York, where executives focused on profitable growth and rolled out a 3- to 5-year financial roadmap.

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Following the event, Needham’s Mike Cikos reaffirmed his buy rating and boosted his price target to $365 from $325. TipRanks’ AI Analyst is similarly bullish, tagging the stock with an outperform rating and a $355 target.

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Cikos acknowledged that investors were initially unimpressed by the company’s high-teens revenue growth outlook. However, he believes AI adoption and competitive migrations will add incremental growth over time.

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He noted that management plans to keep investing, though at a slower pace relative to revenue and gross profit expansion. Key areas of focus include developer outreach, R&D, and sales resources. At the same time, efficiency gains are expected to enhance profitability at scale.

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Cikos left the event more confident in MongoDB’s AI positioning, pointing to the company’s use of embeddings to link data with Large Language Models (LLMs), as well as its integration of Voyage’s advanced models.

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Ranked No. 581 on TipRanks, Cikos has a 59% success rate with an average return of 14.1%.

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CrowdStrike (CRWD)

The third pick is CrowdStrike, a cybersecurity leader offering cloud-native protection for endpoints, identities, data, and workloads.

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At its recent Fal.Con 2025 event, the company laid out its strategy for what it calls the agentic era of cybersecurity. RBC Capital’s Matthew Hedberg, one of the highest-ranked analysts on TipRanks, reaffirmed his buy rating with a $510 price target. He noted that management, partners, and customers all reinforced his long-term bullish outlook.

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Hedberg pointed to promising opportunities in agentic security and the development of CrowdStrike’s agentic SOC (security operations center). He highlighted management’s view that this emerging field could represent a market more than 100 times larger than today’s.

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CrowdStrike sees its total addressable market growing to $300 billion by 2030, up from $140 billion in 2026. Consolidation trends, rising complexity, and evolving threats are expected to drive this expansion.

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Currently, CrowdStrike is about halfway to its $10 billion annual recurring revenue (ARR) target for fiscal 2031, with $4.7 billion already on the books. Cloud offerings, Next-Gen Identity Security, and its SIEM platform are the key contributors so far, while agentic SOC is expected to be the main growth driver. Management has also introduced a new $20 billion ARR goal for fiscal 2036, centered on its “Agentic Everywhere” vision.

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Hedberg, ranked No. 37 on TipRanks, has a 70% success rate and an average return of 21.6%.

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For investors, Nvidia, MongoDB, and CrowdStrike each represent compelling ways to tap into the AI revolution from core infrastructure to data management and next-gen cybersecurity. While each stock carries risks, these analyst-backed picks stand out as leaders in markets set to expand dramatically in the coming years.

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