Despite persistent volatility in the U.S. stock market driven by global trade tensions and mixed corporate earnings some companies continue to stand out for their resilience and long-term growth potential. According to top Wall Street analysts tracked by TipRanks, the following three stocks are poised to deliver solid returns as they navigate short-term pressures.
Social media platform Pinterest (PINS) is set to report its third-quarter results on November 4, and analysts remain optimistic. TD Cowen’s John Blackledge reaffirmed a buy rating on the stock with a $44 price target, while TipRanks’ AI Analyst issued an outperform rating with a $40 target.
Blackledge expects Pinterest’s Q3 revenue to grow 16.6% year-over-year—matching consensus estimates and landing at the upper end of company guidance. He also forecasts EBITDA growth of 20% for the quarter, citing effective cost and R&D management.
The analyst maintains a positive outlook for Pinterest’s mid-teens annual revenue growth through 2025 and 2026, supported by strong advertiser adoption of the company’s Performance+ campaign tools. Data from TD Cowen shows Pinterest’s ad spend rose 63% year-over-year in Q3 2025, reflecting healthy advertiser engagement despite a slight slowdown from the previous quarter’s 66%.
Blackledge highlighted the success of Performance+, an AI-driven ad automation suite launched in late 2024. Some advertisers have fully transitioned to Performance+, which now includes automated bidding and creative tools. Ranked No. 522 among more than 10,000 analysts tracked by TipRanks, Blackledge has a 56% success rate with an average return of 12.5%.
Uber Technologies
Ride-hailing and delivery giant Uber Technologies (UBER) continues to gain Wall Street’s confidence. Evercore’s Mark Mahaney recently reiterated a buy rating and a 12-month price target of $150 after hosting a webinar with Harry Campbell, founder of The Rideshare Guy and The Driverless Digest Dude. TipRanks’ AI Analyst also rates Uber as outperform, with a $108 target.
Mahaney noted that rideshare supply remains robust, supported by stable driver economics and sustained demand—especially in high-volume categories like airport and nightlife rides. Despite strong supply, pricing remains elevated, underscoring Uber’s resilient demand and limited competition.
The analyst also pointed to Uber’s growing role in autonomous vehicle (AV) integration and its partnership strategy, including collaboration with Alphabet’s Waymo. Uber’s “decoupling” of rider fares and driver payouts has been expanding margins, while the company’s incremental feature rollouts such as tip guarantees and safety updates—are improving engagement across its ecosystem.
Mahaney, ranked No. 473 among more than 10,000 analysts, has a 57% success rate with an average return of 13%.
General Motors
General Motors (GM) surged 15% after reporting third-quarter results that exceeded Wall Street’s revenue and earnings expectations. The automaker also raised forward guidance, citing reduced tariff pressures and improving profitability.
Following the results, Mizuho’s Vijay Rakesh reaffirmed a buy rating and increased his price target from $67 to $76. TipRanks’ AI Analyst, by comparison, set a $66 target with an outperform rating.
Rakesh remains bullish on GM, citing a lower tariff burden, stronger profitability, and renewed focus on internal combustion engine (ICE) vehicles and pickup production. GM plans to scale back certain electric vehicle (EV) initiatives selling its Michigan battery plant stake to LG Energy and converting its Orion facility to ICE production by 2027 to strengthen cash flow and margins.
The analyst expects these moves to help GM achieve an 8–10% EBIT margin in North America, supported by deferred revenue from its OnStar and Super Cruise technologies and stable vehicle pricing. Ranked No. 67 on TipRanks, Rakesh has a 64% success rate and an impressive average return of 24.8%.
