Top Wall Street analysts like these three stocks for long-term growth

Despite ongoing market volatility, Wall Street analysts favor Chewy (CHWY), Pinterest (PINS), and Uber (UBER) for their long-term growth potential. JPMorgan sees Chewy's recent sell-off as overdone, citing strong execution and customer growth, while Bank of America highlights Pinterest's new partnership with Instacart as a driver of ad revenue. Stifel initiated a buy rating on Uber, viewing it as a "super app" well-positioned to exceed 2024 financial targets, with autonomous vehicles posing minimal near-term risk.

Analysis

Amid market volatility, top-ranked Wall Street analysts are highlighting specific companies with strong fundamental growth drivers. For Chewy (CHWY), JPMorgan's analyst views the recent post-earnings sell-off as an overdone reaction to free cash flow declines, pointing instead to a fourth consecutive quarter of active customer growth, with a 240,000 sequential increase in Q1 2025. The bull case rests on continued market share capture from Amazon and Walmart, a conservative full-year revenue outlook, and a multi-year profitability ramp driven by sponsored ads and fixed cost leverage. In the social media space, Pinterest's (PINS) partnership with Instacart is a significant strategic development. According to Bank of America, this collaboration will allow advertisers to leverage first-party purchase data for targeting and, crucially, will introduce "closed-loop measurement," enabling brands to track ad-driven sales across Instacart's retail network. This is expected to be highly valued by CPG advertisers and could unlock incremental ad spend. Finally, Stifel initiated coverage on Uber (UBER) with a buy rating, framing it as a "super app" poised to exceed financial targets. The analysis dismisses autonomous vehicles as a minimal near-to-medium term risk and projects robust 16% gross bookings growth for both 2025 and 2026, fueled by international expansion and UberOne adoption, with EBITDA growth expected to outpace revenue.

Key Decisions for Investors

• Given the positive analyst sentiment, investors may consider these stocks as potential long-term holdings with specific catalysts that could insulate them from broader market volatility.
• For Chewy, investors should weigh the positive trends in active customer acquisition and profitability drivers against the recent concerns over free cash flow that triggered the stock's sell-off.
• The success of the Pinterest-Instacart partnership is a key performance indicator to watch, as its ability to deliver measurable ROI for CPG advertisers could be a significant driver of future revenue.
• Investors in Uber should focus on gross bookings growth and EBITDA margin expansion as primary metrics, in line with Stifel's thesis that the 'super app' execution will drive value more than near-term autonomous vehicle developments.