Top Street analysts confident on long-term prospects of these 3 stocks

Escalating geopolitical tensions in the Middle East and elevated oil prices continue to weigh on global stock markets.

Investors aiming to invest in stocks for the long term, despite the ongoing volatility, can consider the recommendations of top Wall Street analysts. These experts assess macroeconomic factors and sector and company-specific drivers before assigning their ratings.

Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Netflix

Streaming giant Netflix (NFLX) is this week’s first stock. After recently upgrading his rating for Netflix stock, JPMorgan analyst Douglas Anmuth reiterated a buy rating with a price target of $120, calling NFLX one of his top picks along with Alphabet (GOOGL) Amazon (AMZN), Spotify (SPOT), and DoorDash (DASH).

Anmuth noted that there are concerns about the necessity, or lack thereof, of large-scale media mergers and acquisitions, Netflix’s engagement growth and valuation. Despite these concerns, the five-star analyst believes that Netflix remains a “healthy organic growth story, driven by a combination of strong content, global subscriber growth, continued pricing power, & an early-stage/under-monetized Ad tier.”

Additionally, Anmuth is confident about Netflix delivering improved margins and solid free cash flows. He expects the company to make higher share repurchases this year, driven by the stock’s favorable share price and the $2.8 billion termination fee received from Paramount Skydance (PSKY) after the streaming platform abandoned a merger deal with Warner Bros. Discovery.

The analyst expects Netflix to deliver a 2025 to 2028 compound annual growth rate of more than 12% for forex-neutral revenue, 21% for operating income, 24% for GAAP earnings per share, and 22% for free cash flow.

Amid worries over elevated AI spending by mega-caps and AI disruption, Anmuth expects Netflix to leverage the technology to enhance content discovery and personalization, improve advertising solutions and measurement, and bring down content production costs.

Anmuth ranks No. 352 among more than 12,100 analysts tracked by TipRanks. His ratings have been profitable 57% of the time, delivering an average return of 15.3%. See Netflix Ownership Structure on TipRanks. 

DoorDash

Anmuth is also bullish on delivery platform DoorDash (DASH). He reiterated a buy rating on the stock with a price target of $272. The top-rated analyst is confident about DoorDash’s long-term growth and expects U.S. marketplace gross order value (GOV) to increase at a CAGR of 18% over 2025 to 2028, driven by both a rise in monthly active users (MAUs) and frequency of orders.

Anmuth also expects unit economics to improve for U.S. restaurants in 2026. He is optimistic about the U.S. grocery and retail business delivering positive unit economics and international business posting positive contribution profit in the second half of this year.

Also, the analyst expects DoorDash’s recent acquisitions to expand its total addressable market and support long-term profitable growth. Specifically, Anmuth expects DoorDash to gain market share in Deliveroo’s markets, while expanding SevenRooms products across its merchant base.

Furthermore, Anmuth sees significant monetization prospects. He noted that while the company is one of the most rapidly growing retail media networks, its ad monetization is less than 2% of GOV, compared to Uber at more than 2% and Instacart at about 3%.

Finally, Anmuth expects DoorDash’s EBITDA (earnings before interest, taxes, depreciation, and amortization) to compound at about 28% from 2025 to 2030, supporting a higher valuation for the stock. “Overall, we are positive on DASH’s value proposition and execution and see it as the leader in global local commerce,” concluded the analyst. See DoorDash Financials on TipRanks.

Oracle

Enterprise software and cloud company Oracle (ORCL) recently announced solid fiscal third-quarter results, driven by AI-led demand. Moreover, the company assured investors that it doesn’t intend to raise any further debt this year beyond what it has already announced.

Reacting to the third-quarter print, Guggenheim analyst John Difucci reiterated a buy rating on Oracle stock with a price target of $400. The analyst noted that the company delivered solid third-quarter results.

The five-star analyst emphasized the company’s overall revenue growth of 22% in the third quarter and strength across segments. He contends that Oracle’s growth story is not based on marketing or accounting manipulation or “pricing calisthenics,” but is backed by technology and economics. He attributed Oracle’s growth to its superior technology that ensures better performance at a lower price.

Difucci highlighted AI infrastructure and strength in Oracle’s traditional cloud workloads. The analyst anticipates this, along with ORCL’s leading database technology and an accelerating applications business, could ensure continued growth in the years ahead.

The analyst thinks that while the noise around Oracle stock is not in management’s control, delivering on their commitments to customers could reassure investors.

Difucci ranks No. 300 among more than 12,100 analysts tracked by TipRanks. His ratings have been profitable 60% of the time, delivering an average return of 15.7%. See Oracle Statistics on TipRanks.