Top Wall Street analysts are confident about the potential of these three stocks

The revenue season has begun and investors are paying attention to the performance of leading companies. But tariffs and other challenges are still in the minds of investors.

While top Wall Street analysts also keep an eye on quarterly results, they usually pay more attention and evaluate companies’ ability to deliver attractive returns in the short term and long term.

According to Tipranks, these are three stocks favored by the top professionals on the street, and the platform ranks analysts based on its past performance.

First, this week’s list is a ride sharing and delivery platform Uber Technology ((Uber). The company plans to announce its second-quarter results on August 6.

Evercore analyst Mark Mahaney said in a preview of Uber’s second-quarter earnings that he expects the company to report a total booking volume of 17% year-on-year to $46.8 billion, slightly higher than street estimates and company guidance.

The analyst expects revenue to grow by 18%, higher than street expectations, while EBITDA (earnings before interest, taxes, depreciation and amortization, taxes, depreciation and amortization) reaches $2.09 billion, according to consensus estimates. Mahaney’s estimates are based on favorable industry checks on consumer demand trends, third-party data checks, and Evercore’s non-sale roadshow (NDR). Analyst expectations are also supported by Evercore’s 8th American ride-sharing survey and insights from NDR and Doordash Management.

Despite the excellent rallies held year by year, Mahaney said Uber is still Evercore’s first choice. He attributed the stock’s rise to a variety of factors, including growth in mobility and delivery bookings over the past two quarters, as well as positive key user metrics and impressive launches Austin’s Waymo On the Uber network.

“The key to our long papers – we believe there will be ‘more Austin’ – more successful Robotaxi partners for Uber launches, not just selling with Waymo within the next 12-18 months,” Mahaney said. Price forecast is $115. Meanwhile, Tipranks AI analysts rated UBER stock as “outperforming the market” with a price estimate of $108.

Of the more than 9,800 analysts tracked by Tipranks, Mahaney ranks 219th. His ratings are profitable 60% of the time, with an average return of 15.9%. Please refer to Uber technical statistics.

We move to letter ((GOOGL), the parent company of search engine giant Google. In a second-quarter earnings preview of companies in the internet space, JPMorgan analyst Doug Anmuth reiterates a buy rating on Google stock Improved price forecast From $195 to $200. By comparison, Tipranks’ AI analysts’ GOOGL stock price target is $199, which is better than “outperforming the market”. Anmuth explained that his higher estimates mainly reflect better channel checks and third-party data and more favorable forex changes.

Anmuth added that his revised target target is based on a multiple of about 20 times his 2026 GAAP earnings per share (EPS) estimate of $9.89. The analyst believes that given the revenue percentage of a handful of companies in the index and the double-digit growth of EPS on a very large basis, Alphabet deserves a premium for the S&P 500. He also highlighted the company’s GAAP operating income margin of more than 30%.

“We believe that the fundamentals of letters are solid and the company will remain the driver and main beneficiary of the increasing digital economy and the advancement of generative AI,” Anmuth said.

He stressed that Alphabet continues to focus on innovation. Anmuth saw a healthy runway across search and YouTube advertising, artificial intelligence (AI) fueled higher return on investment (ROI), and TV dollars moved to online channels. Additionally, he said letters’ non-AD businesses, such as Cloud and YouTube subscription services, still have a large growth range. Ammos also said companies in the letter other betting departments, including Waymo and Cerly, offer potential upside.

Overall, Anmuth is optimistic about Alphabet’s ability to innovate around generating AI, control costs and bring impressive revenue growth.

Anmuth ranks 56th out of the 9,800 analysts tracked by Tipranks. His ratings succeeded 65% of the time, with an average return of 21.6%. See Alphabet Stock News and insights on Tipranks.

Anmuth is also optimistic about social media giants Meta Platform ((Yuan) and Improved stock targets Starting at $735, while maintaining a buy rating of $795 until the company’s second-quarter results. In comparison, Tipranks’ AI analysts rated Meta stock better than the price at $798.

The analyst explained that the price target for the upgrade is based on his 27-fold GAAP EPS estimate of $29.53. Anmuth believes Meta stock’s premium valuation of the S&P 500 makes sense because he has greater confidence in the company’s strong front-line growth and ongoing cost efficiency.

“We believe in Meta’s virtual ownership of social graphs, a strong competitive moat, and focus on user experience positioning it as a long-standing blue chip company,” Anmuth said.

Analysts point out that the metaplatform’s advantages in scale, growth and profitability, its wide coverage and participation continue to drive the network effect. Anmuth also noted that the company’s target capabilities provide great value to advertisers.

Anmuth said Meta will invest in the huge growth opportunities offered by two big waves of technology (AI and Metaverse), while also focusing on cost discipline. Despite substantial investment in infrastructure, analysts expect the meta platform to deliver strong revenue and EPS growth in 2026. See Meta Platforms Insider Trading Activity on Tipranks.