Top Wall Street analysts from Morgan Stanley, Guggenheim and Stifel have highlighted UnitedHealth, Meta Platforms and Marvell Technology as stocks with strong long-term growth potential despite market volatility.
01Summary
- 01Morgan Stanley analyst Erin Wright reiterated a buy on UnitedHealth with a $529 price target after Q3 2026 beat and raised FY2026 EPS guidance to at least $20.50.
- 02Guggenheim analyst Michael Morris raised Meta's price target to $850, citing Muse AI reaching 1.3 million daily active users in five weeks.
- 03Stifel analyst Tore Svanberg reiterated a buy on Marvell Technology with a $370 target, as the company raised its total addressable market estimate to $400 billion by 2030.
- 04UnitedHealth raised its FY2026 adjusted EPS outlook to at least $20.50, with management viewing consensus 2027 EPS of $22.63 as too conservative.
- 05Marvell management secured supply chain commitments for its five-year goals, giving it a competitive edge for large-scale infrastructure buildouts.
02Why it matters
These analyst-backed picks provide a roadmap for investors seeking long-term growth amid AI trade fears and rising oil prices, highlighting specific catalysts and earnings targets for each stock.
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