News

Top Wall Street Analysts are upbeat on the long-term potential of these stocks

Worrisome Economic Data, Weak Consumer Sentiment and Tariff Fears Contributed to a Rocky Ride for Stocks in February, with the S & p 500 Losing 1.4% during the month.

Investors Should Pick Stocks of Companies that Can Withstand these Short-Term Pressures and Capture Growth Opportunities to Deliveer Attraactive Returns Over the Long Term. To this end, recommendations of top wall street analysts are helpful, as they are based on in-deepth analysis of a company’s strengths, challenges and growth principles.

With that in mind, here three stocks favorite by The Street’s Top ProsAccording to tipranks, a platform that ranks analysts based on their past performance.

Booking Holdings

First up is Booking Holdings ,Bkng), One of the leading online travel agents. The company delivered market-crushing fourth -Quarter Results, Thanks to Strong Travel Demand. Booking holdings is investment in its business to drive long-term Growth through Several Initiatives, Including Deploying Generative Artificial Intelligence Technology to ENHANCE The Value It Provides to ENHANCE to ENHANCE Travelers and its partners.

In reaction to the steellar results, Evercore Analyst Mark mahaney Reiterated a buy rating on bkng stock and boosted the price target to $ 5,500 from $ 5,300. The analyst noted that the company’s solid Q4 beat was driven by strength across all geographic markets and travel verticals. He also highlighted that bkng’s fundamentals improved across the board, with key metrics like bookings, revenue and Room Nights Growth accelerating in the Quarter.

In Fact, Mahaney Pointed Out that Despite Being More Than Two-Tems Bigger Than Airbnb And three-times bigger than Expedia In terms of Room Nights, Bkng’s Bookings, Revenue and Room Nights Grew Faster Thanse This two rivals in Q4 2024. Given its Massive Scale, Superior Growth, Verry HIGH MARGINLY Experienced Management Team, The Analyst Considers Bkng to be the Highest Quality Online Travel Stock.

“And we Continue to View Bkng as Reasonally Priceed, With Sustainable & Premium EPS Growth (15%), Substanti FCF (Free Cash Flow) Generation, and a Clear Trocke Record of Execurning,” SAID MANEY.

Overall, mahanney is confident that bkng can maintain its long-term target of 8% growth in bookings and revenue and 15% growth in Eps. He is also encouraged by bkng’s Multi-Year Strategic Investments in Merchandising, Flights, Payments, Connected Trips and Generative ai as well as well as the grease traffic to the company.

Mahaney Ranks No. 26 among more than 9,400 analysts tracked by tipranks. His ratings have been profitable 61% of the time, delivering an average return of 27.3%. See Booking Holdings Stock Charts on tipranks.

Visa

The second stock pick is payments processing giant Visa ,VAt the Investor Day Event Held on Feb. 20, The company discussed its growth strategy and the revneue options in its value added services (vas) and other businesses.

Following the event, BMO Capital Analyst Rufus hone Reafffirmed a buy rating on visa stock with a price target of $ 370. The analyst stated that the event helped address many investor concerns like the remaining runway in consumer payments and the company’s ability to sustain a high-teens growth in vast.

The analyst highlighted management’s commentary about the significant remaining runway in consumer payments. Specifically, The Company Estimates a $ 41 Trillion Volume Opportunity in Consumer Payments, of which $ 23 trillion is currently undersered by the existing payment infrasting.

Commenting on the vas business, hone noted that the company offered significant Insights into its vas business. Notably, Visa Projects Longer-term Revenue Growth in the range of 9% to 12% and expects a Continued shift in its Revenue Mix Into The Faster-Growing Commercial & Money Money Movement Solves (CMS) and VAS Businesses, which will offset the expected moderation in consumer payments growth. Visa expects CMS and vas to contribute more than 50% of its total revenue over time, compared to roughly one-third in fy24.

Finally, Hone Views Visa Stock as a Core Holding With the US Financial Space. “We Continue to Believe Visa will sustain double-digit Top-Line Growth for the Foreseable Future (CONSENSUSUSUSUSUSUNS ~ 10% Growth),” Concluded the Analyst.

Hone ranks no. 543 mong more than 9,400 analysts tracked by tipranks. His ratings have been successful 76% of the time, delivering an average return of 16.7%. See Visa Hedge Fund Activity on tipranks.

Cyberark Software

The third stock on this week’s list is Cyberark Software ,CYBRThe company recently Announced Solid Q4 2024 Results, Reflecting Strong Demand for Its Identity Security Solutions. On Feb. 24, The Company Held Its Investor Day Event to Discuss Its Performance and Growth Prospects.

Following the investment day, baird analyst Shrenik kothari Reiterated a boy rating on cyber stock and increasing the price target to $ 465 from $ 455. The analyst stated that the event reinforced the company’s dominance in the cybersecurity space. Specifically, Cyberark Now Sees a Total Addressable Market (Tam) of $ 80 Billion, Reflecting a Notable Jump from the Previous Estimate of $ 60 Billion.

Kothari explained that the expansion in cyberark’s tam is driven by the demand for machine-method solutions, AI-Driven Security, and Modern Identity Governance and Administration (iga) Solutions. The analyst noted that the 45 times surge in machine identifies compared to human identifies have created a huge security gap, which is well-passage to capture through Its venafi acquisition,

Moreover, the company’s zilla security acquisition is helping in addressing the need for modern iga solutions. Coming to AI-Driven Security Needs, Kothari Highlighted Cyberrark’s Innovation, Especially the launch of cora ai.

Kothari Added that Management is Targeting Annual Recurring Revenue of $ 2.3 Billion and a free cash flow margin of 27% by 2028, backed by platform consolidation trends. “Deep Enterprise Pipeline/Adoption, Execution Discuce Discipline Should Sustain Cybr’s Long-Term Growth Trajectory, In Our View,” The Analyst Said.

Kothari Ranks No. 78 among more than 9,400 analysts tracked by tipranks. His ratings have been profitable 74% of the time, delivering an average return of 27.7%. See Cyberark Software Ownership Structure on tipranks.

(Tagstotranslate) Cyberark Software Ltd (T) Visa Inc (T) Booking Holdings Inc (T) Weekend Brief (T) Investment Strategy (T) Markets (T) Markets (T) Markets Inc (T) Booking Holdings Inc (T) S & P 500 Index (T) Business News

Source link

Hi, I am Tahir, a young entrepreneur working in the finance sector for more than 5 years. I am ambitious to add remarkable value to my country's economy.

Leave a Comment