Top 3 Stocks Wall Street Analysts Recommend for Long-Term Investment

Despite market uncertainty due to the U.S. budget deficit, top Wall Street analysts remain confident in three standout stocks—Uber, CyberArk, and Palo Alto Networks. Discover why these names could strengthen your portfolio for the long haul.

Market Volatility Presents Long-Term Opportunities

As concerns over the rising U.S. budget deficit continue to weigh on the stock market, some savvy investors are viewing the current pullback as a chance to buy high-potential stocks at a discount. But knowing where to look is key.

Here are three stocks highly rated by top Wall Street analysts, based on data from TipRanks, a platform that ranks analysts based on the performance of their recommendations.

1. Uber Technologies (UBER): Innovation Drives Growth

Uber Technologies is more than a ride-hailing app—it’s rapidly evolving into a broader mobility and delivery ecosystem.

At its recent Go-Get 2025 event, Uber introduced several new features and products aimed at increasing user engagement:

Price Lock: A competitive fixed-rate subscription at $2.99/month to rival Lyft

Prepaid Pass: Discounted trip bundles (5, 10, 15, 20 rides)

Other incremental services: Route Share, Dine Out, and Savings Slider

Evercore analyst Mark Mahaney maintained his Buy rating with a price target of $115, stating that these features significantly enhance Uber's core value proposition.

He also highlighted Uber's upcoming autonomous vehicle (AV) initiatives, including a partnership with Volkswagen to launch AVs in Los Angeles in 2026—a strategic move that could boost vehicle utilization and long-term scalability.

📈 “Uber remains one of Evercore’s top Longs, with roughly 30% expected earnings growth and a still-attractive valuation,” Mahaney noted.

2. CyberArk Software (CYBR): Cybersecurity That Matters

CyberArk is a cybersecurity leader specializing in identity security—an increasingly critical area as companies prioritize data protection.

In Q1 2025, the company:

Exceeded expectations for annual recurring revenue (ARR), revenue, and free cash flow

Reached over $1.028 billion in subscription ARR

Baird analyst Shrenik Kothari upgraded the price target to $460 and reiterated a Buy rating, citing the company’s strong execution and sustained customer demand.

Kothari also emphasized that CyberArk saw no disruption in deal flow despite macroeconomic headwinds. Identity security continues to be a non-negotiable investment for IT budgets.

“We see no signs of slowdown—CyberArk’s platform continues to gain traction,” Kothari commented.

3. Palo Alto Networks (PANW): Leading in Next-Gen Cybersecurity

Palo Alto Networks is another top cybersecurity pick, delivering strong Q3 FY25 results that exceeded expectations across most key metrics—except for slightly lower adjusted gross margin.

TD Cowen analyst Shaul Eyal reiterated a Buy rating with a $230 price target. He pointed to:

Strong product revenue growth

Momentum in next-gen security (NGS) solutions

A growing customer base using the company’s platformized approach, with over 1,250 active clients and 90 new platform deals in Q3

Eyal also highlighted Palo Alto’s ambitious goal of achieving $15 billion in ARR by FY30, powered by AI adoption and cross-selling opportunities among its 70,000+ customers.

“Palo Alto is on track to dominate both current and emerging cybersecurity segments—from next-gen firewalls to cloud and AI-driven security,” Eyal noted.

Conclusion: 3 High-Conviction Picks for Long-Term Portfolios

Despite market volatility, Uber, CyberArk, and Palo Alto Networks offer compelling cases for long-term investment. Each company is backed by strong fundamentals, a clear growth roadmap, and high confidence from top-performing Wall Street analysts.

Whether you're looking to diversify your tech holdings or strengthen your portfolio’s resilience, these three stocks are well worth considering for a long-term strategy.

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Source: CNBC