Wall Street Analysts Highlight Growth Potential in Nvidia, Uber, and Marvell

Global stock markets have been volatile as investors assess high bond yields and continued tensions between the U.S. and Iran. There are concerns about the impact of uncertainty in the Middle East on oil prices and consequently on inflation.

Investors who prefer to look beyond short-term noise and buy stocks with attractive long-term growth potential can follow the recommendations of top Wall Street analysts. The ratings of these experts are backed by in-depth research of a company's financials and thorough analysis of the factors affecting its business performance.

Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Nvidia

Semiconductor giant Nvidia (NVDA) reported stellar fiscal second-quarter results and reassured investors about continued strength in AI-driven demand for its chips. Moreover, Nvidia's FY28 revenue growth outlook of 70% was well above the Street's expectations.

Reacting to the Q2 print, Morgan Stanley analyst Joseph Moore reiterated a buy rating on NVDA and increased his price target to $300 from $288. "This is our Top Pick in the semis group, with a compelling product cycle, exceptional growth and valuation below peers," said the 5-star analyst.

Nvidia delivered impressive quarterly results despite supply constraints, Moore said, but he believes that the FY28 revenue and gross margin commentary mattered more, with a favorable outlook for both measures.

Moore said Nvidia's 70% revenue growth guidance for FY28 was above his own estimate of 52% and the consensus of about 40%. The top-line growth estimate was a "remarkable figure" given supply issues and Moore said he expects Nvidia to continue to address bottlenecks to deliver rapid growth.

Among other takeaways, the analyst said performance metrics for Vera Rubin chips were strong, with Nvidia emphasizing a 30x higher throughput per megawatt and 35x lower token cost compared with Grace Blackwell Ultra.

Moore ranks No. 159 among more than 12,490 analysts tracked by TipRanks. His ratings have been profitable 60% of the time, delivering an average return of 24.60%.

Uber Technologies

Ride-hailing and delivery platform Uber Technologies (UBER) was recommended by BMO Capital analyst Brian Pitz, who discussed the company's opportunity in the autonomous vehicle (AV) market in a recent research note that reiterated a buy rating and price target of $119.

The 5-star analyst highlighted Uber's transition into a diversified marketplace, with investors now focusing on its AV growth prospects. The key question is how much value can Uber generate as AVs become commercialized, Pitz asked.

"We continue to believe that Uber's AV strategy is evolving and will become a significant driver of revenue and profitability," the analyst said.

Importantly, Pitz believes that Uber can establish itself as a preferred mobility platform for AV makers, supported by its growing AV infrastructure capabilities and an expanding partner base. This would enable Uber to win a significant share of value as the AV market is commercialized.

Additionally, Pitz noted Uber's enhanced position in the AV value chain, with the company shifting from serving as a distribution channel for robotaxis to becoming a broader platform for AV mobility. The analyst discussed Uber's efforts to capture growth opportunities in the AV market, including higher capital spending, expansion into new markets and building partnerships beyond Alphabet's Waymo.

Pitz ranks No. 574 among more than 12,490 analysts tracked by TipRanks. His ratings have been profitable 61% of the time, delivering an average return of about 12.20%.

Marvell Technology

Semiconductor company Marvell Technology (MRVL) recently announced better-than-expected results for the second quarter of FY27. But the company's increased FY28 guidance fell short of investors' high expectations.

In reaction to the Q2 FY27 results, KeyBanc analyst John Vinh reaffirmed a buy rating on Marvell Technology, with a price target of $400. The analyst noted that Marvell's results and outlook were driven by strength in its data center business. The Q2 FY27 data center business grew 46% year-over-year, to $2.17 billion, far above KeyBanc's estimate of $2.09 billion.

Management "highlighted accelerating AI networking demand across scale-out, scale-across and scale-up architectures, supported by strong 800G optical DSP demand, rapid 1.6T ramp, broader 51.2T switch deployments and higher TIA/driver demand," Vinh said.

Consequently, Marvell raised its data center revenue guidance, now expecting 60% growth in FY27 and more than 60% in FY28.

Regarding the recently announced $120 billion warrant arrangement with Google, Vinh said management argued that programs tied to the warrant are already priced into the custom outlook through FY28. Meanwhile, new programs and those in execution are expected to drive significant upside to the previous FY29 custom XPU revenue estimate of over $10 billion, Vinh said, citing management.