In these unpredictable times filled with macroeconomic uncertainties, investors often find themselves searching for beacon companies that promise substantial long-term returns. Market volatility can undeniably create an overwhelming atmosphere, but the guidance of top Wall Street analysts can serve as a reliable compass. Recently, several standout stocks have garnered attention from these expert analysts, as they continue to believe in their potential despite seemingly ominous economic signals. Let’s delve into three stocks that are currently favored by Wall Street professionals, leveraging insights from TipRanks.
Nvidia (NVDA)
First on our list is the semiconductor titan, Nvidia. This company has consistently delivered impressive results, as seen in its recent earnings report for the first quarter of fiscal 2026. Despite facing challenges from chip export restrictions—particularly concerning shipments to the Chinese market—Nvidia has maintained its confidence in the demand for its artificial intelligence infrastructure.
JPMorgan analyst Harlan Sur is optimistic about Nvidia’s future and reiterated a "buy" rating on its stock, assigning it a price target of $170. Sur noted that despite the adverse impacts of those export restrictions, Nvidia’s revenue held up well, although it did experience a setback in margins and earnings per share due to a significant inventory write-down related to its H20 chips.
Looking ahead, the projections for Nvidia’s July-quarter data center revenue suggest a growth of about 16% quarter over quarter, fueled by ongoing customer investments in AI and compute projects. Sur also highlighted the robust demand for Nvidia’s Blackwell platform, indicating that this trend is likely to continue, outpacing supply for several quarters. Mega data center agreements in the UAE, Saudi Arabia, and Taiwan further bolster Nvidia’s growth outlook, making it a compelling consideration for investors.
Zscaler (ZS)
Switching gears to the cybersecurity field, Zscaler has emerged as another favorite among industry analysts. The company’s recent results for the fiscal third quarter exceeded expectations, driven largely by its Zero Trust Exchange platform and the increasing need for AI security solutions. In light of these compelling outcomes, JPMorgan analyst Brian Essex has reaffirmed a "buy" rating on Zscaler, raising the price target to $292 from a previous $275.
Essex expressed excitement about Zscaler’s promising growth trajectory, particularly as the company upgraded its full-year outlook for revenue and profitability. Emerging products such as Zero Trust Everywhere and Data Security Everywhere are gaining significant traction and are expected to approach an annual recurring revenue (ARR) of $1 billion. Essex further noted an impressive 23% year-over-year increase in customers contributing over $1 million in ARR, indicating that Zscaler is well-positioned to exceed $3 billion in ARR this fiscal year.
With IT budgets tightening, the analysts are relieved to note that Zscaler’s management hasn’t reported noticeable declines in demand. The recent acquisition of Red Canary is an additional strategic move, aimed at enhancing Zscaler’s ability to leverage intellectual property and threat intelligence capabilities.
Salesforce (CRM)
Lastly, let’s discuss Salesforce, a leading provider of customer relationship management software. The company recently released a strong earnings report for the first quarter of fiscal 2026, which surpassed projections and included an upward revision of its full-year forecast. Notably, Salesforce also announced its acquisition of data management firm Informatica for $8 billion, representing a key strategic growth move.
TD Cowen analyst Derrick Wood believes in the company’s potential, reaffirming a "buy" rating and a price target of $375. Wood cited strong revenue performance and high remaining performance obligations as overriding factors in his positive outlook. A significant component of Salesforce’s growth is being driven by the rising adoption of AI, particularly through products including Data Cloud and its new Agentforce, both of which have reportedly seen over 120% growth year over year.
The firm’s renewed approach to accelerating sales capacity growth signals promising demand. With its margins now stabilizing around the mid-30s, Salesforce is pivoting its strategy to focus more on growth by reallocating AI cost savings into expanding its workforce, which had been relatively stagnant over the past few years.
Conclusion
In the face of macro uncertainty, it’s critical for investors to concentrate on stocks that have demonstrated resilience and potential for long-term gains. Nvidia, Zscaler, and Salesforce represent three compelling choices, backed by the wisdom of top Wall Street analysts. By prioritizing solid execution and demonstrating adaptability, these companies are keeping an eye on future growth opportunities. As the economic landscape continues to shift, their ongoing success could serve as a model for prudent investment decisions, helping investors navigate tumultuous waters toward promising horizons.
