Global markets face pressure from artificial intelligence trade fears and oil price volatility, yet three stocks continue to draw bullish ratings from top Wall Street analysts. According to TipRanks, a platform that ranks analysts based on past performance, UnitedHealth Group, Meta Platforms, and Marvell Technology offer growth prospects for investors with a long-term horizon.
UnitedHealth reported third-quarter 2026 results that exceeded expectations, accompanied by a raised full-year earnings outlook. Morgan Stanley analyst Erin Wright reiterated a buy rating on the stock with a price target of $529. Wright noted that the performance in the UnitedHealthcare and Optum Health businesses supported an upgrade to the company's 2026 adjusted earnings per share outlook to at least $20.50. She raised her own 2026 EPS estimate to $20.65 from $19.82 and her 2027 estimate to $23.24 from $22.54. Wright argued that management's view that the consensus 2027 EPS of $22.63 is conservative is supported by the company's long-term growth targets. Wright ranks 264th among more than 12,500 analysts tracked by TipRanks, with a 64% success rate and an average return of 15%.
Meta Platforms is preparing for its third-quarter earnings announcement on October 21, with investor attention focused on its new Muse AI agent. Guggenheim analyst Michael Morris maintained a buy rating on Meta stock and increased his price target to $850 from $700. Morris cited data from Apptopia showing Muse reached 1.3 million daily active users in five weeks, up from 300,000 in its first week. He expects management to prioritize usage growth over near-term monetization, given that current adoption is less than 0.05% of Meta's 3.6 billion daily active users. Morris anticipates that Muse will monetize primarily through businesses paying to reach consumers via agents, similar to Meta's core advertising model. Despite concerns about competition from rivals, Morris remains bullish on Meta's ability to scale, citing its history with WhatsApp and Reels. Morris ranks 629th on TipRanks, with a 57% success rate and an average return of 13.2%.
Marvell Technology raised its total addressable market estimate to $400 billion by 2030 following its recent Investor Day, driven by AI-led demand. Stifel analyst Tore Svanberg reiterated a buy rating with a price target of $370 after hosting a non-deal roadshow with Marvell's senior management. A key focus of the discussion was the mix between XPU and XPU Attach revenue as Marvell expands its Custom business toward a fiscal year 2031 revenue target of $30 billion. Management expects a balanced mix in fiscal year 2031, though either segment could shift the ratio to 60/40 or 40/60. Marvell raised its fiscal year 2029 Custom revenue target from more than $10 billion to over $12 billion, largely due to strength in the XPU Attach business. Svanberg noted that management secured supply chain commitments ahead of the Investor Day to support these targets, which he views as a competitive advantage over rivals. Svanberg ranks 91st on TipRanks, with a 58% success rate and an average return of 31.8%.