The stock market has been volatile lately as investors study the latest twists and turns in the the U.S.-China trade war as well as earnings of major American companies. Despite those challenges, investors can also choose to focus on stocks of companies that can navigate short-term pressures to deliver strong, long-term returns.
Tracking top Wall Street analysts can help investors pick some attractive stocks, as the recommendations of these experts are based on in-depth analysis of a company’s business fundamentals, opportunities and challenges.
Here are three stocks favored by the Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
This first stock pick is social media company Pinterest (PINS), scheduled to announce third-quarter results on November 4. Heading into those numbers, TD Cowen analyst John Blackledge reiterated a buy rating on Pinterest and a $44 price target. TipRanks’ AI Analyst is also bullish on Pinterest, giving it an “outperform” rating and a price target of $40.
Blackledge expects Pinterest Q3 revenue grew by 16.6% versus the year-earlier quarter, in line with the Street’s consensus estimate and toward the high end of the company’s own guidance. “We expect EBITDA growth of 20% y/y, outpacing rev growth, driven by modest [cost of revenue] and R&D leverage,” said Blackledge.
The 5-star analyst remains confident about his mid-teens, year-over-year revenue growth estimate through the second half of 2025 and 2026, partly supported by continued adoption by advertisers of PINS’ Performance+ campaign tools.
Following a digital ad check call with an agency that runs more than $4 billion annually in managed advertising spending, Blackledge noted that ad spend on Pinterest rose 63% year-over-year in Q3 2025, a slight slowdown compared to 66% in the prior quarter. A TD Cowen expert noted that solid uptake continues in PINS’ Performance+ campaign types.
In fact, some advertisers have shifted all their Pinterest spending to Performance+. Blackledge said Performance+, rolled out in late 2024 with automated creative tools, has expanded to include automated bidding tools and other artificial intelligence (AI)-driven automated features.
Blackledge ranks No. 522 among more than 10,000 analysts tracked by TipRanks. His ratings have been successful 56% of the time, delivering an average return of 12.5%. See Pinterest Statistics on TipRanks.
Uber Technologies
Next up is ride-sharing and delivery platform Uber Technologies (UBER). Recently, Evercore analyst Mark Mahaney reiterated a buy rating on UBER along with a 12-month price forecast of $150 after hosting a quarterly webinar with Harry Campbell, founder of The Rideshare Guy and The Driverless Digest Dude, where they discussed the latest trends across rideshare, delivery and autonomous vehicle (AV) ecosystems. Like Mahaney, TipRanks’ AI Analyst is also bullish on UBER stock, with an “outperform” rating and a price target of $108.
Campbell was constructive about rideshare supply dynamics, given solid and stable driver economics, Mahaney noted. Campbell continues to see consistent demand and strong driver supply, particularly at Uber, which he described as operating near “all-time highs.” Despite robust supply, pricing continues to be high, reflecting sustained demand elasticity and limited alternatives for consumers, particularly for airport and nightlife rides.
The top-rated analyst also highlighted Campbell’s commentary about early-stage shifts in AV partnerships — particularly Alphabet‘s Waymo’s evolving first-party vs third-party strategy and Uber’s expanding AV integration roadmap.
Mahaney further noted stable driver economics and widening platform margins. Notably, Uber’s “decoupling” of rider fares and driver payouts is driving incremental profit margin expansion, even with steady driver income.
Through incremental feature innovation, Uber is focused on enhancing ecosystem “stickiness.” Uber’s recent “Only on Uber” event rolled out small feature updates, including tip guarantees and safety enhancements. While not transformative, Mahaney said Campbell sees these efforts as part of Uber’s “broader push to create alternative income channels for drivers as AVs grow share over time.”
Mahaney ranks No. 473 among more than 10,000 analysts tracked by TipRanks. His ratings have been profitable 57% of the time, delivering an average return of 13%. See Uber Technologies Financials on TipRanks.
General Motors
General Motors (GM) jumped 15% on Tuesday after the Cadillac and Buick parent beat the Street’s revenue and earnings expectations despite a slight decline in sales. GM also raised its forward guidance, citing a lower-than-expected tariff impact.
Following the Q3 results, Mizuho analyst Vijay Rakesh reiterated a buy rating on GM and raised his price target to $76 from $67. By comparison, TipRanks’ AI analyst has a price target of $66 and an “outperform” rating on GM.
“We remain positive with reduced tariff burden/risk, improved profitability and [internal combustion engine] SUV/pickup onshoring tailwinds through C26E+,” said Rakesh.
The 5-star analyst noted that GM raised its 2025 guidance for earnings before interest and taxes (EBIT), earnings per share (EPS) and adjusted free cash flow, driven by a smaller-than-expected impact from tariffs, and said GM is rolling back some of its electric vehicle (EV) plans to boost profitability. That involves GM’s sale of its Michigan EV battery plant stake to LG Energy, while keeping two battery plants, and transitioning its Orion plant to gas engine production from an EV focus by 2027.
Rakesh believes that smaller EV losses, tariff challenges and warranty costs, and a higher combustion engine mix, will support GM’s target to return to 8% to 10% EBIT margin in the North America business. Other tailwinds include $5 billion in deferred revenue from OnStar and Super Cruise models, with about 70% gross margins, combined with a stable average selling prices.
Rakesh ranks No. 67 among more than 10,000 analysts tracked by TipRanks. His ratings have been successful 64% of the time, delivering an average return of 24.8%. See General Motors Insider Trading Activity on TipRanks.
