Recent fluctuations in the U.S. stock market have prompted investors to carefully monitor the latest developments in the U.S.-China trade tensions as well as earnings reports from major U.S. companies. Despite these challenges, there are companies whose stocks are poised to navigate short-term pressures while delivering strong long-term returns. Currently, top analysts on Wall Street are favoring three specific stocks.
The first stock is Pinterest (PINS.US), a social media company that is set to release its third-quarter earnings report on November 4. Ahead of the earnings announcement, TD Cowen analyst John Blackledge reiterated his "Buy" rating on Pinterest with a target price of $44. TipRanks’ AI analysts also view Pinterest positively, assigning it an "Outperform" rating and a target price of $40. Blackledge expects Pinterest's third-quarter revenue to grow by 16.6% year-over-year, a rate consistent with Wall Street consensus and close to the upper limit of the company's own guidance. He stated, “We expect EBITDA to grow by 20% year-over-year, outpacing revenue growth, primarily due to moderate optimization of revenue costs and R&D spending.” The five-star analyst remains confident in his forecast that Pinterest will maintain double-digit year-over-year revenue growth from the second half of 2025 to 2026. This outlook is partly attributed to advertisers’ ongoing adoption of the company's Performance+ marketing tools. After conducting a digital advertising survey with an agency that manages over $4 billion in advertising spend annually, Blackledge noted that Pinterest’s advertising spend grew by 63% year-over-year in the third quarter of 2025, slightly slowing from 66% in the previous quarter. A TD Cowen expert indicated that the adoption rate for Pinterest's Performance+ marketing type remains stable. In fact, some advertisers have shifted their entire advertising budget on Pinterest to Performance+. Blackledge explained that Performance+ was launched at the end of 2024, initially featuring automation creative tools, and has since added automated bidding and other AI-driven automation features.
The second recommended stock is Uber Technologies (UBER.US), the ride-hailing and delivery platform. Recently, Evercore analyst Mark Mahaney co-hosted a quarterly webinar with Harry Campbell, founder of The Rideshare Guy and The Autonomous Vehicle Report, to discuss the latest trends in the ride-hailing, delivery, and autonomous vehicle (AV) ecosystems. Following the webinar, Mahaney reiterated his "Buy" rating for Uber with a 12-month target price of $150. Consistent with Mahaney, TipRanks’ AI analysts are also bullish on Uber, assigning it an "Outperform" rating with a target price of $108. Mahaney pointed out that Campbell has a positive outlook on the ride-hail supply dynamics, noting that driver earnings remain stable and robust. Campbell observed that ride-hail demand continues to be steady with strong driver supply, particularly on the Uber platform, which is operating near "historic peak" levels. Despite strong supply-side performance, ride-hailing prices remain high, reflecting the continued demand elasticity and a lack of alternatives for consumers, especially in airport pickups and nighttime scenarios. The top analyst particularly highlighted Campbell's remarks on early changes in autonomous vehicle partnerships—focusing on Alphabet's Waymo adjusting its strategy between “in-house operations and third-party partnerships,” as well as Uber's expanding autonomous vehicle integration roadmap. Mahaney further noted that Uber driver earnings are stable, with platform margins continuing to expand. It’s significant that Uber’s model of “separating passenger fares from driver earnings” is still driving incremental margin improvements even when driver earnings remain stable. Through gradual feature innovations, Uber aims to enhance ecosystem "stickiness." The company’s recent “Only on Uber” initiative introduced several minor feature updates, including guaranteed tips and enhanced safety measures. Mahaney stated that while these updates are not disruptive, Campbell believes they represent "a part of Uber’s broader strategy—to create alternative income streams for drivers as the autonomous vehicle market share gradually expands."
The third recommended stock is General Motors (GM.US). Despite a slight decline in sales, the parent company of Cadillac and Buick exceeded Wall Street’s revenue and earnings expectations, with its stock rising 15% on Tuesday. General Motors also raised its future performance guidance, indicating that tariff impacts were lower than anticipated. After the release of its third-quarter earnings report, Mizuho Securities analyst Vijay Rakesh reaffirmed his "Buy" rating on General Motors and raised his target price from $67 to $76. In contrast, TipRanks’ AI analyst set a target price of $66 for General Motors, with an “Outperform” rating. Rakesh stated, “We remain optimistic about General Motors due to reduced tariff burdens and risks, improved profitability, and benefits from domestic production of ICE SUVs and pickups through the C26E+ platform.” The five-star analyst noted that lower-than-expected tariff impacts prompted General Motors to raise its 2025 EBIT, EPS, and adjusted free cash flow performance guidance. Meanwhile, General Motors is scaling back certain electric vehicle (EV) plans to enhance profitability, including selling its stake in a Michigan EV battery plant to LG Energy Solution (while retaining two other battery plants) and plans to transition the Orion plant from focusing on electric vehicle production to internal combustion engine production by 2027. Rakesh believes that reducing losses in the EV business, alleviating tariff challenges, lowering warranty costs, and increasing the share of internal combustion engine models will help General Motors achieve its target of an 8% to 10% EBIT margin in North America. Other contributing factors include deferred revenue of $5 billion from OnStar and Super Cruise vehicles (with a gross margin of about 70%), as well as stable average sales prices.