Amidst market turbulence, top Wall Street analysts are championing three tech stocks—Credo Technology (CRDO), Meta Platforms (META), and Pinterest (PINS)—for their robust long-term growth potential.
Credo is poised to capitalize on AI data center demand, Meta is diversifying revenue with new subscription models, and Pinterest is boosting ad engagement through AI-powered solutions, all underpinned by strong analyst ratings and optimistic forecasts for the coming years.
Amidst a backdrop of global market volatility, fueled by geopolitical tensions in the Middle East, the intricate valuations of artificial intelligence (AI) companies, and a steady stream of economic data, discerning investors are increasingly looking to expert insights.
Cutting through the near-term market 'noise', leading Wall Street analysts provide a crucial compass, pointing towards attractive equities with robust long-term growth trajectories. Based on TipRanks, a platform renowned for ranking analyst performance, here are three companies that have captured the attention and conviction of some of the industry's most respected professionals:
Credo Technology (CRDO): Powering the AI Infrastructure Boom
Credo Technology (CRDO) stands at the forefront of high-speed connectivity, a critical enabler for the burgeoning AI data center ecosystem. The company's specialized copper and optical interconnect solutions are experiencing surging demand, propelling its revenue and fueling a remarkable year-to-date stock rally.
Bank of America's 5-star analyst, Vivek Arya, a prominent voice in the semiconductor space, recently uplifted his price targets across major semiconductor and capital equipment stocks. For Credo, this translated into a significant jump, with the price target for CRDO soaring to $340 from $252, while maintaining a staunch 'Buy' rating.
Arya's research highlights Credo's continued robust demand for its Active Electrical Cables (AECs) from both established and emerging hyperscalers. Beyond AECs, the company is strategically positioned for additional growth avenues in optical Digital Signal Processors (DSPs), ZF optics, Active LED Cables (ALCs), and PCIe retimers, with production and profitability ramps anticipated for 2027-2028.
Following insightful discussions at the 2026 BofA Global Tech Conference and corroborating channel checks, Arya revised his sales outlook for Credo, boosting projections by 2%-11% for fiscal 2027-2028. Correspondingly, his earnings per share (EPS) estimates saw an increase of 5%-15%, reflecting a strong AEC market outlook over the next five years and the "bulletproof reliability and incremental nature of its optical portfolio." Arya's new price target is underpinned by a forward price-to-earnings multiple of 34x 2028 earnings, acknowledging the anticipated contributions from new product adoption.
Vivek Arya's acumen is well-recognized, ranking No. 84 among over 12,300 analysts tracked by TipRanks. His recommendations boast a 62% profitability rate, delivering an impressive average return of 31.5%. Explore Credo Technology's detailed statistics on TipRanks.
Meta Platforms (META): Diversifying for Future Revenue Streams
Next on Wall Street's radar is Meta Platforms (META), the parent company behind digital giants like Facebook and Instagram. Recently, Meta unveiled new paid subscription offerings for its Family of Apps and a fresh suite of Meta One (AI) subscriptions, signaling a strategic move towards revenue diversification.
Evercore ISI's 5-star analyst, Mark Mahaney, reaffirmed his 'Buy' rating on META, setting an ambitious price target of $930. Mahaney interprets these new subscription plans as a significant revenue diversification play, with the potential for modest immediate revenue impact but an even greater long-term boost to operating income.
While acknowledging a phased rollout and potentially low initial conversion rates, Mahaney believes that even a modest adoption rate within Meta's colossal user base (exceeding 3.6 billion daily users) could translate into a substantial, high-margin revenue stream over time. He emphasized Meta's position among Evercore ISI's top three large-cap long-term picks, alongside Amazon and Spotify, noting positive channel checks.
Mahaney further underscored Meta's successful leveraging of AI to enhance user and advertiser satisfaction, evidenced by improved engagement and return on ad spend (ROAS). He concluded, "What we now have with Facebook, Instagram, and WhatsApp Plus subscriptions is another attractive greenfield monetization opportunity for Meta – one that is not captured in Street estimates," projecting his 2028 revenue estimate to be 5% above the consensus.
Mark Mahaney is ranked No. 987 among over 12,300 analysts on TipRanks, with a 53% success rate and an average return of 9.8%. Review Meta Platforms' financial details on TipRanks.
Pinterest (PINS): AI-Powered Advertising Drives Engagement
Rounding out this week's list of analyst favorites is Pinterest (PINS), another prominent social media platform. Guggenheim analyst Michael Morris, a 5-star rated expert, reiterated his 'Buy' rating on PINS, assigning a price target of $24. His bullish stance is predicated on the platform's sustained user health, strengthening U.S. advertising business, and ongoing enhancements powered by AI.
Morris highlighted Pinterest's impressive track record of achieving double-digit global user growth for ten consecutive quarters, with his May data analysis indicating strong momentum carrying into the second quarter of 2026. He anticipates Q2 2026 revenue growth to reach the high end of the company's guidance range.
Significantly, Morris projects continued double-digit top-line growth in the United States and Canada, driven by large retailers adapting to new tariffs and Pinterest's expanded focus on mid-market and small-to-medium business (SMB) advertisers, broadening its revenue base. A major growth catalyst, according to Morris, is the adoption of Pinterest's Performance+ AI-powered advertising solution, which currently accounts for 30% of lower-funnel revenue. He sees substantial scope for further penetration, given that advertisers utilizing this product are increasing their spending at nearly twice the rate of non-users.
Furthermore, Morris notes that the acquisition of tvScientific strategically expands Pinterest's footprint into connected TV advertising, thereby amplifying the value of the platform's user base beyond its core site. He expects tvScientific to contribute approximately 2 percentage points to PINS' quarterly revenue growth for the remainder of the year, considering the business's seasonality and its U.S.-only operations.
Michael Morris is ranked No. 857 among over 12,300 analysts tracked by TipRanks, demonstrating a 54% profitability rate and an average return of 12.9%. Examine Pinterest's Ownership Structure on TipRanks.
