Despite global market pressures from concerns about artificial intelligence and rising oil prices, certain stocks exhibit strong growth potential. Investors with a long-term perspective can consider recommendations from top Wall Street analysts.
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UnitedHealth Group has shown strong performance, surpassing expectations in its third quarter of 2026 and raising its full-year earnings outlook. Morgan Stanley's Erin Wright reiterated a buy rating with a price target of $529, noting the company's improving operations in Medicare Advantage and Optum Health. Wright increased her 2026 earnings per share (EPS) estimate to $20.65 and the 2027 estimate to $23.24. She believes the company's consensus EPS for 2027 is conservative, highlighting the potential for long-term growth.
Meta Platforms, parent company of Facebook, is gaining attention with its new Muse AI agent, which has quickly amassed 1.3 million daily active users within five weeks of its launch. Guggenheim analyst Michael Morris maintained a buy rating, raising his price target from $700 to $850 ahead of the company's Q3 earnings call on October 21. He expects Muse's user engagement will positively impact earnings. Morris emphasized that the monetization strategy for Muse will likely focus on businesses paying to access consumers, similar to Meta's advertising model.
Marvell Technology recently hosted an Investor Day, where it projected a total addressable market of $400 billion by 2030, driven by demand related to artificial intelligence. Analyst Tore Svanberg from Stifel reiterated a buy rating and set a price target of $370. Discussions focused on the company's growth in XPU and XPU Attach revenue. Svanberg noted that Marvell's supply chain commitments strengthen its position in meeting increased demand as it aims to achieve $30 billion in revenue by fiscal year 2031.
Each of these companies is favored by analysts for their growth potential amidst market volatility.