Worrying economic data, weak consumer mood and fear of tariffs contributed to a rocky trip for stocks in February S&P 500 Lose 1.4% a month.
Investors should select stocks of companies that can withstand this short -term pressure and capture growth opportunities in order to achieve long -term attractive returns. For this purpose, recommendations from Top Wall Street analysts are helpful because they are based on in-depth analyzes of the strengths, challenges and growth prospects of a company.
In this sense, three shares that are preferred by the top professionals on the street are rated the analysts based on their previous performance, according to Tipranks, a platform.
Booking stocks
First is Booking stocks ((BKNG), one of the leading online travel agencies. Thanks to the strong travel question, the company delivered the results of the fourth quarter in the fourth quarter. Booking Holdings is investing in his business to promote long -term growth through several initiatives, including the use of generative technology for artificial intelligence to improve the value for travelers and his partners.
In response to the star results, the evercore analyst Mark Mahaney confirmed a merchanting for BKNG shares and increased the price target from $ 5,500 to $ 5,500. The analyst found that the solid Q4 clock of the company was powered by strength in all geographical markets and travel broads. He also emphasized that the basics of BKNG improved across the board, with important metrics such as bookings, income and room nights accelerate in the quarter.
In fact, Mahaney pointed this out Airbnb And three times larger than Expedia in relation to room nights, BKNG's bookings, income and room nights became faster in the fourth quarter of 2024 than these two competitors. In view of its massive scope, superior growth, the very high margin and a highly experienced management team, the analyst BKNG looks at.
“And we continue to look at BKNG [free cash flow] Generation and a clear track record of the execution, ”said Mahaney.
Overall, Mahaney is confident that BKNG can maintain its long -term goal of 8% growth in bookings and sales and a profit of the EPS of 15%. It is also encouraged by BKNG's multi -year strategic investments in merchandising, flights, payments, networked trips and generative AI as well as the growing traffic on the company's website.
Mahaney is among more than 9,400 analysts persecuted by Tipranks, number 26. In 61% of the cases, its ratings were profitable and provided an average return of 27.3%. See booking Holdings Stock Diagrams on Tipranks.
visa
The second share selection is payment processing giant visa ((V). At the event on February 20 on February 20, the company discussed its growth strategy and sales in its value creation services (VAS) and other companies.
After the event, the BMO capital analyst Rufus Hone confirmed a merchanting for Visa shares with a price target of USD 370. The analyst said that the event had contributed to aligning many investor problems such as the remaining runway in the event of consumer payments and the ability of the company to maintain a high -increasing growth of the VAS.
The analyst emphasized the management comment on the significant remaining landing railway in consumer payments. In particular, the company estimates an opportunity to volume of 41 trillion US dollars for consumer payments, of which 23 trillion US dollars are currently under -supplied with the existing payment infrastructure.
Hone commented on the VAS business and found that the company gave significant insights into its vas business. Remarkably, Visa projects long-term sales growth in the range of 9% to 12% and expects a continued shift of sales to the faster, growing commercial and money movement solutions (CMS) and VAS companies, which will compensate for the expected moderation of the growth of consumer payments. Visa expects CMS and VAS over time to contribute more than 50% of its total turnover compared to around a third in the GJ24.
After all, Hone Visa shares see themselves as the core inventory within the US financial room. “We continue to believe that the visa will maintain a double-digit top line growth for the foreseeable future (consensus growth ~ 10%),” concluded the analyst.
Hone is among more than 9,400 analysts persecuted by Tipranks, number 543. His reviews were 76% of the cases successful and provided an average return of 16.7%. See activity of Visa hedge funds on Tipranks.
Cyberark software
The third share on the list this week is Cyberark software ((Cybr). The company recently announced solid results in the fourth quarter of 2024, which reflects the strong demand for its identity security solutions. On February 24, the company organized its investor Day event to discuss its performance and growth prospects.
After the investor Day, Baird -Analyst Shrenik Kothari repeated a merchanting for cybr shares and increased the price target from $ 465. The analyst explained that the event increased the company's dominance in the cyber security area. In particular, Cyberark now sees a total addressable market (TAM) of $ 80 billion, which reflects a remarkable jump from the previous estimate of $ 60 billion.
Kothari said that the expansion to Cyberarks Tam was due to the demand for machine identity solutions, AI -controlled security and modern solutions to the identity government and management (IGA). The analyst found that the 45-fold increase in machine identities compared to human identities created a large security gap that cyberark has positioned well through his Venafi acquisition.
In addition, the company's Zilla security acquisition helps with the need for modern IGA solutions. Kothari raised Cyberark's innovation, especially the introduction of Cora AI, to AI-controlled security needs.
Kothari added that management will be aimed for annual recurring sales of 2.3 billion US dollars and a Free Cashflow margin of 27% by the platform consolidation trends. “Deep Enterprise Pipeline/Adoption, in our opinion execution discipline should maintain the long -term growth structures from Cybr,” said the analyst.
Kothari occupies number 78 among more than 9,400 analysts that were followed by Tipranks. His ratings were profitable 74% of cases and provided an average return of 27.7%. See cyberark software owner structure on Tipranks.