Wall Street Analysts Recommend Nvidia, Uber and Marvell for Long-Term Growth

Global stock markets have been volatile as investors assess high bond yields and continued tensions between the U.S. and Iran. Concerns about the impact of Middle East uncertainty on oil prices and inflation have added to short-term noise. For investors willing to look past this turbulence, the three stocks offer distinct growth stories.

Nvidia is the first pick. Morgan Stanley analyst Joseph Moore reiterated a buy rating on the semiconductor giant and raised his price target to $300 from $288, calling it the firm's 'Top Pick in the semis group' with a compelling product cycle, exceptional growth and valuation below peers. Nvidia reported stellar fiscal second-quarter results, reassuring investors about continued strength in AI-driven demand. Its FY28 revenue growth outlook of 70% was well above the Street's expectations. Moore noted that Nvidia delivered the results despite supply constraints, and he said the 70% growth guidance compares with his own estimate of 52% and a consensus of about 40%. He expects the company to continue addressing bottlenecks to deliver rapid growth. He also highlighted strong performance metrics for the Vera Rubin chips, including 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%.

The second pick is Uber Technologies. BMO Capital analyst Brian Pitz reiterated a buy rating with a $119 price target, highlighting the company's opportunity in the autonomous vehicle (AV) market. Pitz said Uber is transitioning into a diversified marketplace, and investors are now focused on its AV growth prospects. The key question, he said, is how much value Uber can generate as AVs become commercialized. Pitz believes Uber's AV strategy will become a significant driver of revenue and profitability. With growing AV infrastructure capabilities and an expanding partner base, Uber could establish itself as a preferred mobility platform for AV makers, allowing it to capture significant value as the AV market is commercialized. Pitz also noted Uber's shift from serving as a distribution channel for robotaxis to becoming a broader platform for AV mobility, including efforts to expand into new markets and build 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%.

The third pick is Marvell Technology. KeyBanc analyst John Vinh reaffirmed a buy rating with a $400 price target after the company reported better-than-expected results for the second quarter of fiscal year 2027. While Marvell's increased FY28 guidance fell short of investors' high expectations, Vinh attributed the results and outlook to strength in its data center business. The Q2 data center revenue grew 46% year over year to $2.17 billion, 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, a rapid 1.6T ramp, broader 51.2T switch deployments and higher TIA/driver demand. 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.