Three Stocks Earn Bullish Recommendations from Leading Wall Street Analysts

September closed with mixed results: the S&P 500 slipped 0.5%, the Dow Jones Industrial Average dropped 4.3%, while the Nasdaq Composite gained 1.9%. Market jitters persisted as rising oil prices and Treasury yields weighed on sentiment, stoking worries about further interest‑rate increases.

In this environment, long‑term investors often look to the research of leading Wall Street analysts to uncover stocks with strong growth potential.

The following three companies have earned favorable ratings from top analysts, as compiled by TipRanks.

CoreWeave

CoreWeave, a neocloud provider (CRWV), is gaining traction as AI‑driven demand for cloud computing surges.

Recently, JPMorgan analyst Samik Chatterjee upgraded CoreWeave from hold to buy, lifting his price target to $125 from $120. He cited favorable pricing driven by solid demand as the reason for the upgrade.

Chatterjee noted that CoreWeave is increasingly willing to accept premium‑priced, short‑term contracts, which boosts his revenue and margin outlook. Although CRWV shares have lagged due to concerns over high capital spending, he believes that higher prices and improved margins will more than offset the debt needed to fund that spending, enhancing the stock’s valuation.

He pointed out a 25% price increase across CoreWeave’s product lineup in July, alongside frequent price hikes by rivals such as Nebius (NBIS). Some competitors now charge nearly three times more for short‑term compute contracts than CoreWeave does for longer‑term agreements.

“CoreWeave’s ability to capitalize on this opportunity is evident from its recent press release announcing contracts signed in F3Q at roughly $40 million per megawatt,” Chatterjee said. JPMorgan added that the higher pricing is already adding 5‑10 percentage points to contract margins compared with earlier deals.

Chatterjee ranks No. 4 among more than 12,500 analysts tracked by TipRanks. His ratings have been successful 75% of the time, delivering an average return of 55.3%.

Palo Alto Networks

Palo Alto Networks (PANW) provides cybersecurity solutions spanning network, cloud, security operations, AI and identity. After a discussion with management, BTIG analyst Gray Powell reiterated a buy rating and raised his price target to $425 from $404.

Following a review of Palo Alto’s product‑level growth drivers, Powell sees clear upside to both revenue and next‑generation security (NGS) annual recurring revenue (ARR) in fiscal 2027. He forecasts pro‑forma revenue growth exceeding 17%, above the consensus estimate of 14.6%, and NGS ARR growth above 26%, versus the Street’s expectation of 24.5%.

Over the past five years, Palo Alto’s business mix has shifted toward higher‑growth product areas and new markets, moving away from its earlier hardware‑centric network security focus. Powell estimates that hardware firewalls and associated subscriptions now account for less than half of revenue.

Meanwhile, high‑growth offerings such as Prisma SASE, software firewalls, Cortex XSIAM, Chronosphere and Idira now represent more than 35% of PANW’s revenue. “Investors may not fully appreciate the growth potential embedded in PANW’s platform narrative,” Powell remarked.

BTIG remains optimistic about Chronosphere’s prospects in observability, CyberArk’s role in identity and software firewalls, and Prisma AIRS in network and AI security.

Powell ranks No. 320 among more than 12,500 analysts followed by TipRanks. His recommendations have been profitable 61% of the time, generating an average return of 17.3%.

Amazon

In a research note dated September 30, Rosenblatt analyst Scott Devitt reiterated a buy rating on Amazon (AMZN), the e‑commerce and cloud computing leader, and lifted his price target to $360 from $335. He dismissed concerns that agentic commerce would pose a major threat to Amazon’s advertising business as overstated.

Devitt observed that the rising use of personal AI agents and shopping assistants has sparked fears of displacing Amazon’s retail media business. Nonetheless, he remains bullish, citing Amazon’s track record of adapting to shifting consumer behavior.

He added that even if an AI agent helps a shopper locate a product, Amazon can still manage the purchase and delivery, preserving much of the transaction’s value. Management believes existing Amazon shoppers will continue to start their buying journey on the platform because it offers superior personalization, accurate pricing and inventory data that third‑party agents still lack.

Overall, Devitt expects Amazon’s retail business to benefit net‑positive from agentic commerce. He argues that fewer clicks would not hurt the company if the value per remaining click and overall volumes continue to rise. Even if Amazon loses some sponsored ad revenue in the coming years, it would likely represent only a small slice of total business and could be offset by growth elsewhere.

“Consistent with our AI framework, we continue to view Amazon as one of the most resilient leaders in our coverage, pairing owned compute infrastructure with a physical fulfillment moat,” Devitt said. He noted that his bullish stance is supported by expectations that Amazon Web Services (AWS) will finish the year with growth exceeding 45% and continued margin improvement.

Devitt ranks No. 765 among more than 12,500 analysts monitored by TipRanks. His ratings have been profitable 49% of the time, delivering an average return of 12%.

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