Despite fears around artificial intelligence and rising oil prices weighing on global markets, top Wall Street analysts are highlighting three stocks with strong long-term growth potential. These picks, favored by some of Wall Street's top professionals, offer investors opportunities to look beyond current volatility.
UnitedHealth, a major health insurer, recently delivered better-than-expected results for the third quarter of 2026 and raised its full-year earnings outlook. Morgan Stanley analyst Erin Wright reiterated a buy rating on UNH stock with a price target of $529. Wright noted that the company's performance in UnitedHealthcare and Optum Health businesses supported an upgrade to its 2026 adjusted earnings per share outlook to at least $20.50. She also raised her 2026 EPS estimate to $20.65 from $19.82 and 2027 EPS to $23.24 from $22.54, reflecting improving operational performance.
Meta Platforms, the social media giant, has been gaining attention with its Muse AI agent, which has seen solid traction. Guggenheim analyst Michael Morris maintained a buy rating on Meta stock and increased his price target to $850 from $700. Morris expects Muse's usage momentum and engagement levels to shape investor sentiment during the company's third-quarter earnings call on October 21. He highlighted that Muse reached 1.3 million daily active users in five weeks, indicating strong potential for growth.
Marvell Technology, a semiconductor company, recently raised its total addressable market estimate to $400 billion by 2030, driven by solid AI-led demand. Stifel analyst Tore Svanberg reiterated a buy rating on the stock with a price target of $370. Svanberg emphasized Marvell's focus on XPU and XPU Attach mix, with management expecting a balanced revenue mix by FY31. The company also raised its FY29 Custom target from more than $10 billion to over $12 billion, primarily driven by strength in the XPU Attach business.