Rising U-S budget deficits and renewed stock-market volatility have investors on edge, but top analysts say selectively buying into strength can pay off.
TipRanks, which tracks more than 9,500 Wall Street forecasters, shows three companies earning fresh accolades for robust growth prospects and resilient demand.
Uber unveils new products and keeps analysts bullish
Ride-hailing giant Uber Technologies used its Go-Get 2025 showcase to roll out a raft of features designed to pull in new riders and deepen engagement.
Evercore’s Mark Mahaney, ranked No. 150 on TipRanks, reiterated his “buy” rating and $115 price target after spotting several initiatives he deems “material.”
Chief among them is Price Lock, a $2.99-per-month subscription matching rival Lyft’s popular fixed-fare option.
Uber also introduced Prepaid Pass bundles offering discounts on blocks of 5 to 20 trips, plus tools such as Route Share and Dine Out that broaden its ecosystem.
“We view the announcement of Price Lock and Prepaid Pass as the most material new products for UBER,” Mahaney wrote, adding that the company’s valuation still looks reasonable given an expected 30 percent earnings-growth trajectory.
CyberArk extends its identity-security lead
CyberArk Software delivered first-quarter numbers that beat expectations on annual recurring revenue, top-line growth and free cash flow.
Baird analyst Shrenik Kothari, ranked No. 43, lifted his price target to $460 and called identity security “a top priority within IT budgets” even in a cautious spending climate.
CyberArk’s platform approach, recently broadened by the Venafi and Zilla offerings, continues to win share with minimal evidence of deal slippage, he noted.
While management baked macro prudence into its 2025 outlook, Kothari said actual demand has been “steady” so far.
Palo Alto Networks pushes platform strategy toward $15 billion A R R
Palo Alto Networks also impressed the Street, beating fiscal-third-quarter estimates on revenue, operating margin and earnings per share.
TD Cowen’s Shaul Eyal — TipRanks’ No. 12 analyst — maintained a $230 target, pointing to accelerating product revenue and strong adoption of next-generation security services.
Palo Alto closed the period with roughly 1,250 “platformization” customers, adding 90 net new deals as it aims for $15 billion in annual recurring revenue by fiscal 2030.
Eyal expects the company to remain a leader in next-generation firewalls and secure-access edge solutions while expanding into cloud security and operations via its 70,000-plus installed base.
Takeaway for investors
All three names share a common thread: analysts see clear catalysts that can power earnings growth irrespective of near-term macro swings.
For investors seeking opportunities amid the market’s ups and downs, Uber, CyberArk and Palo Alto offer distinct exposure to mobility, identity protection and enterprise cybersecurity — sectors still benefiting from secular tailwinds.