Escalating geopolitical tensions in the Middle East and high oil prices continue to weigh on global stock markets.
Investors who want to invest in stocks for the long term despite the ongoing volatility can consider the recommendations of leading Wall Street analysts. These experts evaluate macroeconomic factors as well as industry and company-specific drivers before assigning their ratings.
Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
Netflix
Streaming giant Netflix (NFLX) is this week’s first stock. After recently raising his rating on Netflix stock, JPMorgan analyst Douglas Anmuth reiterated his Buy rating with a $120 price target and named NFLX as one of his top picks alphabet (GOOGL) Amazon (AMZN), Spotify (SPOT) and DoorDash (HYPHEN).
Anmuth noted that there are concerns about the need or lack thereof for major media mergers and acquisitions, engagement growth and Netflix’s valuation. Despite these concerns, the five-star analyst believes Netflix remains a “healthy organic growth story driven by a combination of strong content, global subscriber growth, sustained pricing power and an early/under-monetized ad tier.”
Additionally, Anmuth is confident that Netflix will deliver improved margins and solid free cash flows. He expects the company to engage in higher share buybacks this year, driven by the cheap share price and $2.8 billion termination fee Paramount Skydance (PSKY) after the streaming platform abandoned a merger deal with Warner Bros. Discovery.
The analyst expects Netflix to achieve a compound annual growth rate of more than 12% in currency-neutral revenue, 21% in operating income, 24% in GAAP earnings per share, and 22% in free cash flow from 2025 to 2028.
Amid concerns about increased mega-cap AI spending and AI disruption, Anmuth expects Netflix to leverage the technology to improve content discovery and personalization, improve advertising solutions and measurement, and reduce content production costs.
Anmuth is ranked #352 among more than 12,100 analysts tracked by TipRanks. Its ratings were profitable 57% of the time and delivered an average return of 15.3%. See Netflix ownership structure on TipRanks.
DoorDash
Anmuth is also optimistic about the delivery platform DoorDash (HYPHEN). He reiterated his Buy rating on the stock with a price target of $272. The top-rated analyst is bullish on DoorDash’s long-term growth and expects the U.S. marketplace’s gross order value (GOV) to increase 18% from 2025 to 2028, driven by both an increase in monthly active users (MAUs) and order frequency.
Anmuth also expects unit sales for U.S. restaurants to improve in 2026. He is optimistic that the U.S. grocery and retail business will deliver positive unit sales and the international business will post positive contribution earnings in the second half of this year.
Additionally, the analyst believes DoorDash’s recent acquisitions will expand its total addressable market and support long-term profitable growth. Specifically, Anmuth expects DoorDash to gain market share in Deliveroo markets while expanding SevenRooms products across its merchant base.
Additionally, Anmuth sees significant monetization prospects. He noted that while the company is one of the fastest-growing retail media networks, its ad monetization accounts for less than 2% of GOV, compared to Uber at more than 2% and Instacart at about 3%.
Finally, Anmuth expects DoorDash’s EBITDA (earnings before interest, taxes, depreciation, and amortization) to increase by approximately 28% from 2025 to 2030, supporting a higher valuation for the stock. “Overall, we are positive about DASH’s value proposition and execution and see the company as a leader in global local commerce,” the analyst concluded. See DoorDash Financials on TipRanks.
oracle
Enterprise software and cloud company oracle (ORCL) recently announced solid third-quarter results driven by AI-driven demand. Additionally, the company assured investors that it does not intend to take on any additional debt this year beyond what has already been announced.
In response to the third quarter release, Guggenheim analyst John Difucci reiterated a Buy rating on Oracle shares with a price target of $400. The analyst noted that the company delivered solid results in the third quarter.
The five-star analyst highlighted the company’s overall revenue growth of 22% in the third quarter and strength across all segments. He claims that Oracle’s growth story is not based on marketing or accounting manipulations or “price calisthenics” but is based on technology and economics. He attributed Oracle’s growth to its superior technology that ensures better performance at a lower price.
Difucci highlighted Oracle’s AI infrastructure and the strength of traditional cloud workloads. The analyst believes this, along with ORCL’s leading database technology and an accelerating applications business, could drive further growth in the coming years.
The analyst believes that while the excitement surrounding Oracle stock is not within management’s control, investors could be reassured by its fulfillment of its obligations to customers.
Difucci is ranked #300 among more than 12,100 analysts tracked by TipRanks. Its valuations were profitable 60% of the time and delivered an average return of 15.7%. See Oracle statistics on TipRanks.