3 Stocks to Bet On Amid Global Turbulence: The Future Looks Bright

3 Stocks to Bet On Amid Global Turbulence: The Future Looks Bright

Navigating the chaotic waters of global stock markets is increasingly challenging for investors. With rising geopolitical tensions and macroeconomic uncertainties influencing market performance, it’s clear that volatility is the new normal. However, amidst this uncertainty, discerning investors should not be swayed by short-term market fluctuations but rather focus on companies that exhibit strong growth potential and a reliable business model. Engaging with research provided by top Wall Street analysts can prove invaluable in identifying these promising picks. Here, we analyze three standout stocks that analysts recommend for long-term growth, leveraging insights from platforms like TipRanks.

Chewy (CHWY): The Underdog in Pet Retailing

Kicking off our list is Chewy (CHWY), an online pet retail company that has carved a niche for itself in a competitive landscape dominated by e-commerce giants. Chewy recently posted robust revenue and earnings figures for the first quarter of fiscal 2025, eliciting both excitement and trepidation from investors. While there were concerns surrounding a decline in free cash flow, JPMorgan’s Doug Anmuth advocated for the stock, raising his price target from $36 to $47 and maintaining a bullish stance. Anmuth argues that the post-earnings sell-off is overblown, a sentiment echoed by TipRanks’ AI analysis, which points towards a price target slightly lower at $46 but still approving.

One of the most compelling reasons for Anmuth’s optimism revolves around Chewy’s impressive customer growth, highlighted by a sequential increase of 240,000 Active Customers in Q1 2025. This marks the fourth consecutive quarter of growth—a telling sign of the company’s robust execution strategies. What makes Chewy particularly appealing is the company’s ability to innovate and adapt to market needs, such as its efficient AutoShip service that fosters customer loyalty. If Chewy can maintain and expand its market share, particularly against formidable opponents like Amazon and Walmart, there’s a high probability for sustained profitability in the coming years.

Pinterest (PINS): Transformation Through Partnership

Next up is Pinterest (PINS), a platform that, unlike traditional social media sites, is focused on content discovery and future planning. Recently, Pinterest announced a strategic partnership with Instacart, enabling advertisers to make their ads directly shoppable through the platform. Bank of America analyst Justin Post reaffirmed a buy rating for Pinterest, setting a price target of $41 based on the immense potential this collaboration unlocks. His optimistic outlook is further buttressed by the anticipated results from utilizing first-party purchase data to target advertisements based on real-world shopping behaviors.

In the grand scheme of things, this partnership is a game-changer. The idea of “closed-loop measurement” allows advertisers to see how ads on Pinterest convert into actual sales through Instacart. This level of insight is critical for brands looking to maximize their advertising return on investment. Post highlights that Consumer Packaged Goods (CPG)—one of Pinterest’s primary advertising verticals—would significantly benefit from detailed analytics that drive ad spend. In addition, Pinterest’s ongoing enhancements using artificial intelligence show promising signs of increasing user engagement, which could lead to improved ad performance. If executed well, this partnership could transform Pinterest into a more enticing ad platform, thereby escalating its long-term growth trajectory.

Uber Technologies (UBER): Riding the Waves of Change

Last but not least, Uber Technologies (UBER) epitomizes the modern “super app,” offering services ranging from ride-sharing to food delivery. Analyst Mark Kelley from Stifel has initiated a buy rating on Uber, placing a price target of $110 on the stock. His optimistic outlook is grounded in Uber’s diverse offerings, which are becoming practical necessities in many consumers’ lives. Moreover, Kelley contends that the long-hyped emergence of autonomous vehicles (AVs) poses little immediate threat to Uber’s business model, primarily due to prevailing regulatory and technical hurdles.

What remains especially intriguing is Uber’s expansion plans into less urbanized areas—an often-overlooked market that could yield substantial growth opportunities. Kelley projects a commendable 16% increase in gross bookings annually for both 2025 and 2026, backed by ongoing initiatives such as Uber One. Moreover, he believes that Uber’s growing presence in retail media and digital advertising will transform the company’s revenue generation model in time. With a clear roadmap for growth and a technology-forward approach, Uber is well-positioned to meet and exceed its 2024 financial targets.

Each of these companies represents a compelling case for long-term investment against a backdrop of considerable market turmoil. By evaluating the strategic initiatives and growth metrics, investors can make informed decisions that align with their financial objectives, turning the stormy seas of uncertainty into a voyage of opportunity.

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