Inflation concerns, Trump-era tariffs, and earnings season may still keep the stock market volatile and shake investor confidence. Investors seeking good stock picks should look at how well a company can weather continued uncertainties and generate solid returns over the long run.
For this purpose, top Wall Street analysts’ recommendations can enable individuals to take the correct investment choices since they are founded upon rigorous analysis and comprehensive research. Bearing that in mind, there are three top-rated stocks, by the Street’s best analysts, as given by TipRanks, which ranks analysts against their previous success.
Pinterest (PINS)
This week’s initial stock choice is image-sharing and social networking platform Pinterest (PINS). The firm impressed investors with its decent fourth-quarter results and emphasized that it was its first billion-dollar revenue quarter. Further, Pinterest’s global monthly active users increased 11% year over year to 553 million.
After the Q4 print, Evercore analyst Mark Mahaney reaffirmed a buy rating on PINS shares and increased the price target to $50 from $43, citing the jump in the stock after better-than-expected results.
Mahaney commented that sentiment heading into Q4 results was very weak for Pinterest, particularly after the Q1 2025 revenue guidance since the company has faced much tougher comps. Pinterest not only exceeded the Street’s Q4 revenue and EBITDA estimates by 1% and 6%, respectively, but provided top-line growth guidance that showed merely one percentage point deceleration (excluding forex) on a 10 percentage point tougher comparison, said the analyst.
Also, Mahaney noted that following Q1 2025, Pinterest will face structurally less challenging comparisons for the rest of the year. The analyst further noted that unlike other ad firms he follows, Pinterest does not have notable political exposure. By implication, this suggests that there is a chance that PINS can show sustained revenue growth acceleration through FY25, which Mahaney thinks would be a significant driver for the stock.
Over the longer term, it seems PINS is experiencing a snowballing effect of successive product cycles that should drive mid to-high teens % Revenue growth (ex-FX) through the foreseeable future,” Mahaney said.
Mahaney is ranked No. 24 out of over 9,300 analysts followed by TipRanks. His recommendations have been profitable 64% of the time, with an average return of 29.1%.
Monday.com (MNDY)
Following is workplace management software company Monday.com (MNDY). The firm recently announced stronger-than-expected fourth-quarter results. Monday.com credited its performance to product innovation and its emphasis on go-to-market execution. Management is bullish on fueling additional demand by tapping artificial intelligence (AI).
In response to Q4 results, Pinjalim Bora, an analyst at JPMorgan, reiterated a buy rating on MNDY shares and raised the target price to $400 from $350. The company, the analyst said, reported a good performance, beating the consensus forecasts for the most important metrics in Q4 2024 after a subdued performance in the last quarter.
The analyst said the company’s 2025 revenue guidance of more than 26% growth at the mid-point in constant currency exceeded the firm’s expectations and maybe even all buy-side expectations. Bora believes that demand in the U.S. is still healthy and recovered from a drop in September, while demand in Europe remains patchy, although it has stabilized compared to November.
Bora believes that MNDY provides a stand-out opportunity in the medium term, as it evolves from a teamwork-based work management platform into a multi-product narrative. The analyst added that MNDY has “a solid opportunity to play a central role around Agentic AI workflow around its customers over time.”
In total, Bora believes Monday.com is a standout among its peers, owing to solid execution in a turbulent macro backdrop. The analyst considers MNDY a multi-year compounder that provides a lot of value to long-term shareholders.
Bora is ranked No. 541 out of over 9,300 analysts followed by TipRanks. The analyst’s ratings have been accurate 64% of the time, returning an average of 15.2%.
Amazon (AMZN)
E-commerce and cloud computing giant Amazon (AMZN) is the third selection for this week. The company reported better-than-expected figures for the fourth quarter of 2024. It, however, provided dismal guidance for the first quarter of 2025, citing forex headwinds.
In response to Q4 earnings announcement, Mizuho’s James Lee maintained a buy rating on AMZN stock with a price target of $285. The analyst argued that although Amazon put out a tepid forecast and announced a record capital expenditure, its margins exceeded expectations and cloud computing business AWS (Amazon Web Services) outperformed the group.
Noting the higher capex, Lee said the management appears extremely at ease with the sharp spike in investments. This is since they notice hints of strong demand and anticipate sharp drops in the cost of computing owing to the transition towards custom ASICs (Application-Specific Integrated Circuit) and innovations in AI model training, which are likely to propel an acceleration of AI adoption.
At the same time, Lee is counting on Amazon’s retail unit to gain from its rebuilt inbound network, expanded local delivery hubs, and robot-driven automation.
“Though it has gotten off to a weak start in 2025, we still believe that AMZN’s structural tale is intact,” said Lee. AMZN shares are still a favorite at Mizuho.
Lee is ranked No. 191 out of over 9,300 analysts followed by TipRanks. His recommendations have been profitable 63% of the time, returning an average of 15.5%.
Frequently Asked Questions (FAQs)
Why are analysts bullish on Pinterest (PINS)?
Analysts think that Pinterest is experiencing several product cycles building into sustainable revenue growth. It also has structurally easier comps in front of it, so it’s set up well for future upside.
Why is Monday.com (MNDY) a good investment?
Monday.com has demonstrated solid execution, using AI to build out its product offerings, and is considered a long-term growth story despite macro headwinds.
Why is Amazon (AMZN) still a solid choice in spite of soft Q1 2025 expectations?
Investors view Amazon’s heavy investments in cloud and AI, as well as enhanced retail logistics, as the drivers behind long-term sustained growth.
Are stock picks based on short-term or long-term opportunity?
These stock picks consider both short-term performance and long-term growth potential with an emphasis on sustainable revenue acceleration.
Do investors need to consider market volatility while investing in these stocks?
Yes, although these stocks possess good fundamentals, investors need to keep an eye on market conditions and take into account a diversified portfolio for the risk management.
