Top Wall Street analysts find these 3 stocks attractive as long-term investments

Investors have been grappling with stock market volatility, weighing elevated oil prices, persistent geopolitical tensions, the Federal Reserve's rate hike and a debate about AI safety. For all that, it helps to look beyond short-term noise and focus on stocks with strong long-term growth potential.

Top Wall Street analysts' recommendations can help investors gain clarity, as these experts conduct in-depth research to pick stocks with attractive growth prospects.

Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Enterprise software and cloud infrastructure company Oracle (ORCL) recently announced better-than-expected results for the first quarter of fiscal 2027. The quarter benefited from solid growth in cloud infrastructure revenue.

After hosting a series of investor meetings with Ken Bond, Oracle head of investor relations following Q1 earnings, Guggenheim analyst John DiFucci reiterated a buy rating on the stock with a price target of $400. Oracle remains a Guggenheim Best Idea, he said.

"We continue to believe ORCL is a decade stock, driven by the massive (and profitable) opportunity ahead for AI training and inferencing," said DiFucci. He also cited the traditional Public Cloud business and additional AI-enabled cloud database and cloud applications for his bullish stance. DiFucci expects all the factors to drive revenue and profit acceleration over the next few years.

While Oracle delivered 850 MW of data center capacity in Q1 FY27, Bond cautioned that Infrastructure as a Service revenue in any quarter depends more on the timing of when that capacity comes online, than on the headline MW number. DiFucci expects IaaS growth to stay strong, with full-year growth expected above Q1 FY27's 120% constant currency rate. Management expects total revenue growth to accelerate sequentially throughout fiscal 2027, as the faster-growing infrastructure business makes up a larger share of the mix.

DiFucci addressed concerns regarding customer concentration, saying OpenAI's share of total remaining performance obligations has dropped from 80% last June to about 50% now, and is expected to keep falling as new contracts are signed with new and existing customers.

DiFucci ranks No. 263 among more than 12,490 analysts tracked by TipRanks. His ratings have been profitable 62% of the time, delivering an average return of about 17.5%. See Oracle Insider Trading Activity on TipRanks.

Space systems and launch services provider Rocket Lab (RKLB) was recently initiated as a buy with an $80 price target by Raymond James analyst Brian Gesuale.

"RKLB has assembled launch, spacecraft, components, payloads and optical communications, with Neutron and Iridium completing medium-lift and applications/spectrum in 2027," said Gesuale.

The 5-star analyst highlighted that with the completion of the Iridium acquisition, Rocket Lab will become the only vertically integrated space company with positive free cash flow (FCF). The deal will add a deployed constellation valued at more than $3 billion, globally coordinated L-band spectrum and about $500 million in earnings before interest, taxes, depreciation, and amortization (EBITDA) and $300 million in free cash flow (FCF).

Gesuale highlighted RKLB's strong revenue and backlog growth and progress toward positive EBITDA and FCF in 2027/2028. Rocket Lab is moving from a heavy investment phase into monetization, with estimated revenue growth of 59% in 2026, the analyst said, noting that RKLB's backlog has more than doubled to almost $2.4 billion from $1.1 billion in Q3 2025.

Given strong growth projections, the analyst expects RKLB's gross margins to expand from about a 35% trough in 2027 to about 47% by 2030, while R&D spending is estimated to decline from ~35% of sales in 2026 to about 10% in 2028, creating substantial operating leverage as the platform matures.

Gesuale ranks No. 369 among more than 12,490 analysts tracked by TipRanks. His ratings have been profitable 63% of the time, delivering an average return of about 17%. See Rocket Lab Statistics on TipRanks.

J.P. Morgan analyst Doug Anmuth recently upgraded Meta Platforms (META) to buy from hold and raised his price target to $820 from $640. Despite the year-to-date underperformance of META, the 5-star analyst still sees significant upside, as Meta is in the early stages of launching frontier models and AI-powered offerings beyond advertising, particularly the Muse AI agent and Meta Model API access.

"Frontier models are at the core of Meta's product and monetization pipeline over a multi-year period, and its path toward superintelligence," said Anmuth.

In the summer of 2025, Meta set a goal to rebuild its Meta Superintelligence Labs team and deliver frontier AI models within a year, the analyst said. The team appears to have met its goal, rapidly advancing from the rollout of Muse Spark 1.1 in July to Muse Spark 1.3, which is competitive with Claude and GPT models, Anmuth said.

Meanwhile, Meta's Watermelon product will expand opportunities in consumer products, business intelligence, and Family of Apps engagement, the analyst said. The product will enhance internal operations and overall efficiency, said Anmuth, who's confident of Meta's ability to bring consumer-driven AI products to its extensive user base of 4 billion and views its distribution network as a competitive advantage.

While Meta has focused on frontier models and AI product development, Anmuth also sees solid opportunity in its AI infrastructure capacity, which he believes will support future compute needs.

Anmuth ranks No. 832 among more than 12,490 analysts tracked by TipRanks. His ratings have been successful 57% of the time, delivering an average return of about 9.40%. See Meta Platforms Financials on TipRanks.