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In this earnings season, despite the enormous challenges and tariff uncertainty, many companies prove their resilience by performing excellent performance.
With their in-depth analysis, top Wall Street analysts can help investors choose stocks that can navigate short-term stress with a solid execution approach and focus on delivering attractive returns.
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.
mongodb
Database Management Software Company mongodb ((MDB) is the first choice of the week. In June, the company achieved reliable results in the first quarter of fiscal 2026.
Recently, BMO Capital Analyst Keith Bachman took a Buy Rating and a Price target $280. Meanwhile, Tipranks AI analysts rated MDB stock better than the price at $263.
According to Gartner, the database market is one of the largest software markets, with annual spending of more than $100 billion, and MongoDB is the leader in the non-relational database segment. It is worth noting that this segment accounts for about 25% of the entire market and is up about 20% year-on-year.
The 5-star analyst noted that feedback from value-added resellers (VARs) and users showed that developers have a very positive vision for MongoDB, and the platform is ideal for customers with multi-cloud deployments. Bachman believes that MongoDB can be one of the winners of Generative Artificial Intelligence (AI) databases.
“We believe MDB is currently focusing on improving its vector search capabilities to help win new work, including through mergers and acquisitions,” analysts noted. In addition, Bachman expects MongoDB’s cloud-based database product Atlas to maintain growth as low as 20% by fiscal 2027.
Bachman ranks 531st among the 9,900 analysts tracked by Tipranks. His ratings are 58% of the time and the average return is 10.3%. See MongoDB Insider Trading Activity on Tipranks.
ServiceNow
We move to ServiceNow ((Now) is an AI-driven business transformation platform. The company released more than expected Second quarter results And cancelled the full year-round outlook and supported by increased AI adoption.
TD Cowen analyst Derrick Wood reacted to the second quarter prints, reiterating his response to ServiceNow Stock and Raise price forecast to $1,200 Starting from $1,150. Meanwhile, Tipranks’ AI analysts’ stock rating is “outperforming the market” with a target share price of $1,129.
Wood noted that ServiceNow’s remaining obligations to fulfill are currently growing at 21.5% (in constant currency), bringing 200 basis points. The strong growth was driven by early renewals and AI strength in the enterprise business, which offsets stricter federal spending conditions, the top rated analyst explained.
The analyst also stressed that the company’s Generative AI Suite (now Assistant) provides new annual contract value beyond expectations, which is increased by higher transaction volume and increased transaction size.
“We continue to see it as the best-positioned SaaS (software as a service) provider to make Genai profitable, and we want the momentum to stay 2H built,” Wood said. Overall, strong KP metrics are very encouraging to analysts, ServiceNow’s new AI and data products, and strength in the enterprise’s business offset the headwinds caused by tightening federal spending.
Timber ranks 352nd of the 9,900+ analysts tracked by Tipranks. His ratings were successful at 59% and his average return was 13.3%. See ServiceNow ownership structure on Tipranks.
Varonis system
Finally, let’s take a look at cloud-native and AI-powered data security companies Varonis system ((VRNS). On July 29, the company reported Second quarter In 2025, driven by the continued momentum of its business.
The performance impressed by Baird analyst Shrenik Kothari enhances his Price targets for VRNS stocks Starting from $58 to $63 and reiterating the buy rating. By comparison, Tipranks AI analysts rated VRNS stock as “neutral” with a target share price of $54.
Cosari stressed that Varonis offers a “clean beat/pay raise” in annual recurring income (ARR), subscription income and free cash flow. The five-star analyst added that the second quarter conversion ARR was better than expected and was aligned with powerful checks and his previews.
Additionally, analysts noted that the company has once again proposed full-year ARR guidance, which reflects improved sales and net new business opportunities. “The tailwinds of Genai, Copilot Integrations and MDDR (Managed Data Detection and Response) are driving growing customer demand for the full platform,” Kothari said.
The analyst noted that SaaS Arr accounts for about 69% of the total Q2 ARR, up from 61% in the first quarter, and the company is expected to complete the SAAS transition by the end of 2025. He added that, by contrast, Varonis is expected to exit 2025 in 2025 and receive 82% of SaaS ARR mixes.
Kothari ranks 85th among the more than 9,900 analysts tracked by Tipranks. His ratings succeeded 73% of the time, with an average return of 26.7%. See Varonis system statistics on Tipranks.