The whole earnings season thing is here again, right? Investors are all ears about how those bigshots are doing. But, really, tariffs and other blah-blah issues are still major buzzkills for them, you know?
Wall Street’s top brains? They’re kind of like, "Yeah, we’re watching," but they’re also thinking bigger picture. Like, can these companies break through short-term messes and keep cashing in in the long run? You know how it is.
Anyway, here’s the lowdown on three stocks these Wall Street whizzes are crushing on, according to TipRanks, which is like this site that grades analysts based on how they’ve scored in the past.
Uber Technologies
Okay, first up: Uber. Yeah, the ride-sharing and delivery giants. They’ve got their second-quarter report card day on Aug. 6. Evercore’s Mark Mahaney thinks Uber’s going to shout out a 17% jump in bookings, which is like, a tiny bit above what everyone thinks. He’s also betting on an 18% rise in revenue with EBITDA floating around $2.09 billion—go figure, that’s exactly what they all expected.
Mark’s been stalking those consumer demand trends, reading third-party data tea leaves, and talking to Uber folks. And guess what? Uber’s been on a joyride this year. Mahaney can’t shut up about their growth and Uber teaming up with Waymo’s fancy robot cars in Austin. Says it’s just the start. Buying into his “they’ll do it again" vibe, he’s yelling ‘buy’ with a target price of $115, while TipRanks has its AI trying to show off with their own $108 forecast.
Oh, and Mahaney’s had some good streaks: he’s at No. 219 out of 9,800 analysts there on TipRanks, with a 60% success rate and a 15.9% comeback. Those are Uber’s stats if you wanna peek at TipRanks.
Alphabet
Now, let’s chat about Alphabet—Google’s boss. Analyst Doug Anmuth from JPMorgan’s sticking to his guns with a buy rating, even jacking his price target from $195 to $200. TipRanks’ robo-friend, the AI analyst, is chirping the number $199 with a strong “outperform” badge. Doug caught some signals and forex magic and boosted his ratings, positioning Alphabet with major shots of growth and a big ol’ operating income margin.
Anmuth’s basically betting it’ll cruise strong into the digital great beyond, thanks to Generative AI, and Alphabet’s still spinning the innovation wheel, bossing around digital ad space, and this solid shift to online. Google’s Cloud and YouTube subscription perks? Still growing. And Alphabet’s experimental projects like Waymo? They’re jazzed about potential there too.
Doug’s ranking 56 out of 9,800-ish analysts at TipRanks, riding a 65% win rate and delivering back 21.6%. Alphabet’s scene over at TipRanks holds the rest of the scoop.
Meta Platforms
Anmuth’s also thumbs-upping Meta Platforms, aka Facebook’s parent. He raised its buy target from $735 to $795 pre-Q2 results. The TipRanks AI dude echoes with $798 and an “outperform.” Doug’s pumped because Meta’s always breaking growth records and saving on costs.
He’s talking about Meta’s street cred in social networks, magnets for advertisers, and steering fancy tech trends like AI and the Metaverse. Despite splurging on infrastructure, Doug’s got his money on Meta raking in serious cash by 2026. They’ve been on a roll with return-on-investment magic. TipRanks gives you all the lowdown on Meta’s trading buzz.
So that’s about it. The big brains have spoken, and these are their golden boys for now.
