Top 3 Stocks Backed by Wall Street's Best Analysts This Earnings Season

As earnings season heats up, investors are closely watching how leading companies perform. While short-term concerns like tariffs and macroeconomic challenges linger, top Wall Street analysts maintain a long-term perspective—focusing on companies with strong fundamentals, innovation, and sustainable growth potential.

Based on insights from TipRanks, a platform that ranks analysts by performance, here are three stocks that top analysts are bullish on right now.

1. Uber Technologies (UBER) – Strong Bookings Growth and Robotaxi Potential

Uber, the global leader in ride-sharing and delivery, is set to report its Q2 earnings on August 6. Evercore analyst Mark Mahaney expects Uber to post gross bookings of $46.8 billion, up 17% year-over-year, slightly beating the Street's expectations.

Revenue is projected to rise 18%, while EBITDA is forecasted at $2.09 billion, in line with consensus. These estimates are supported by positive consumer demand trends, third-party data, and management commentary during Evercore’s non-deal roadshows.

 What’s driving growth? Strong momentum in Mobility and Delivery, robust user metrics, and early success from the Waymo robotaxi rollout in Austin.

“Key to our long thesis: We believe there will be ‘more Austins’ – more successful robotaxi partnerships beyond Waymo over the next 12–18 months,” said Mahaney.

 Analyst Rank: #219 out of 9,800+ on TipRanks
 Success Rate: 60% | Avg Return: 15.9%
 Price Target: $115 (AI TipRanks: $108)
 View Uber Stock Data on TipRanks

2. Alphabet Inc. (GOOGL) – AI Innovation Driving Upside Potential

Alphabet, the parent of Google, remains a favorite among tech analysts. JPMorgan’s Doug Anmuth reaffirmed his Buy rating and raised the price target to $200 (from $195), citing better channel checks, favorable forex trends, and continued innovation in AI.

The new valuation is based on 20x his 2026 GAAP EPS estimate of $9.89, which he argues justifies a premium over the S&P 500 due to Alphabet’s consistent double-digit revenue and profit growth.

 Growth Engines: Search and YouTube ad strength, AI-driven ROI improvements, expansion in Cloud and subscription services.

“Alphabet remains a key driver and beneficiary of the digital economy and generative AI advances,” Anmuth said, adding that its Other Bets like Waymo and Verily add potential upside.

 Analyst Rank: #56 out of 9,800+
 Success Rate: 65% | Avg Return: 21.6%
 Price Target: $200 (AI TipRanks: $199)
 View Alphabet Stock Insights on TipRanks

3. Meta Platforms (META) – Positioned for Long-Term Leadership in AI and the Metaverse

Anmuth is also bullish on Meta Platforms and raised his price target to $795 (from $735) while maintaining a Buy rating. The new target reflects a 27x multiple on his 2026 GAAP EPS estimate of $29.53.

 Why the optimism? Meta’s strong social graph, dominant ad platform, and ambitious investments in AI and the Metaverse.

“We believe Meta’s virtual ownership of the social graph, strong competitive moat, and user-focused strategy position it as a long-term blue-chip tech leader,” said Anmuth.

Despite heavy infrastructure investment, Meta is expected to deliver strong revenue and earnings growth, maintaining high advertiser value and cost discipline.

 Analyst Rank: Top-tier on TipRanks
 High confidence in Meta’s long-term monetization of AI and VR platforms
 Price Target: $795 (AI TipRanks: $798)
 View Meta Platforms Analyst Coverage

Final Thoughts: Long-Term Opportunities Amid Market Uncertainty

While macroeconomic headwinds persist, Uber, Alphabet, and Meta are backed by some of Wall Street’s most successful analysts for their solid fundamentals, innovation in AI and automation, and consistent execution.