The stock market has been volatile lately as investors navigate the latest developments in the U.S.-China trade war alongside earnings reports from major American companies. Despite these challenges, savvy investors can focus on stocks of companies that effectively manage short-term pressures to deliver strong, long-term returns.
One helpful approach is tracking top Wall Street analysts, whose recommendations are based on in-depth analysis of a company’s fundamentals, opportunities, and challenges. Below are three stocks favored by leading analysts, according to TipRanks, a platform that ranks analysts based on their past performance.
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### Pinterest (PINS)
Social media company Pinterest is scheduled to announce its third-quarter results on November 4. Ahead of this, TD Cowen analyst John Blackledge reiterated a buy rating with a $44 price target. TipRanks’ AI Analyst is also bullish on Pinterest, assigning it an “outperform” rating and a $40 price target.
Blackledge expects Pinterest’s Q3 revenue to grow by 16.6% year-over-year, aligning with the Street’s consensus and toward the high end of the company’s own guidance. He anticipates EBITDA growth of 20% year-over-year, outpacing revenue growth, driven by modest cost-of-revenue and R&D leverage.
The 5-star analyst remains confident in Pinterest’s mid-teens year-over-year revenue growth through the second half of 2025 and 2026. This outlook is partly supported by increasing adoption of Pinterest’s Performance+ campaign tools among advertisers.
Following a digital ad check call with an agency managing over $4 billion in annual advertising spend, Blackledge noted that Pinterest ad spend rose 63% year-over-year in Q3 2025, slightly slowing from 66% in the prior quarter. The solid uptake continues in Performance+ campaign types, with some advertisers moving all Pinterest spending to this platform.
Performance+, rolled out in late 2024 with automated creative tools, now includes automated bidding and AI-driven features, expanding its capabilities.
Blackledge ranks No. 522 among more than 10,000 analysts tracked by TipRanks, with a 56% success rate and an average return of 12.5%.
[See Pinterest Statistics on TipRanks](#)
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### Uber Technologies (UBER)
Next is ride-sharing and delivery platform Uber Technologies. Evercore analyst Mark Mahaney recently reiterated a buy rating on Uber, setting a 12-month price target of $150. This followed a quarterly webinar with Harry Campbell, founder of The Rideshare Guy and The Driverless Digest Dude, where they discussed trends across rideshare, delivery, and autonomous vehicle (AV) ecosystems.
Like Mahaney, TipRanks’ AI Analyst is bullish on Uber stock, assigning it an “outperform” rating with a $108 price target.
Campbell expressed optimism about rideshare supply dynamics, highlighting solid and stable driver economics. Mahaney noted consistent demand and strong driver supply at Uber, describing the company as operating near “all-time highs.” Despite robust supply, pricing remains high due to sustained demand elasticity and limited consumer alternatives, especially for airport and nightlife rides.
The analyst also highlighted early-stage shifts in AV partnerships, particularly Alphabet’s Waymo evolving its first-party vs. third-party strategy and Uber’s expanding AV integration roadmap.
Mahaney pointed out stable driver economics and widening platform margins. Uber’s “decoupling” of rider fares and driver payouts is helping drive incremental profit margin expansion while maintaining steady driver income.
Uber recently rolled out small feature updates at its “Only on Uber” event, including tip guarantees and safety enhancements. While not transformative, Mahaney views these initiatives as part of Uber’s broader strategy to create alternative income channels for drivers as AVs gain market 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, with an average return of 13%.
[See Uber Technologies Financials on TipRanks](#)
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### General Motors (GM)
General Motors saw its shares jump 15% after it 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 and raised his price target to $76 from $67. TipRanks’ AI Analyst has an “outperform” rating on GM with a $66 price target.
Rakesh remains positive due to the reduced tariff burden, improved profitability, and internal combustion engine SUV and pickup onshoring tailwinds through GM’s C26E+ platform.
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 tariff impact. The company is also adjusting its electric vehicle (EV) plans to boost profitability, including selling its Michigan EV battery plant stake to LG Energy while retaining two other battery plants. Additionally, GM plans to transition its Orion plant to gas engine production by 2027.
Rakesh believes these changes—smaller EV losses, lower tariff challenges and warranty costs, and a higher combustion engine mix—will support GM’s target to return to an 8% to 10% EBIT margin in North America.
Other tailwinds include $5 billion in deferred revenue from OnStar and Super Cruise models, which offer about 70% gross margins combined with 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](#)
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Investors looking for opportunities may find these stocks appealing, given their strong analyst support and strategic positioning to navigate current market challenges while pursuing long-term growth.
https://www.cnbc.com/2025/10/26/top-wall-street-analysts-champion-these-3-stocks-for-solid-returns.html