Worrying economic data, weak consumer feelings and tariff fears have contributed to a rocky ride for shares in February, with S & P 500 loss 1.4% during the month.
Investors should choose shares of companies that can withstand these short -term pressure and attract growth options to make attractive yields in the long run. For this purpose, the recommendations of top analysts on Wall Street are useful, as it is based on a depth analysis of strength, challenges and prospects for the company’s growth.
With that in mind, here are three supplies that are favored The best street professionalsAccording to the Type, the platform ranked by analysts based on their past performance.
Reservation
First it is Reservation (Bkng), one of the leading internet passenger agencies. The company has delivered the results on the market in the fourth quarter, thanks to a strong travel demand. Booking Holdings invests in his business to encourage long -term growth through several initiatives, including the implementation of artificial intelligence generative technology to increase the value of passengers and his partners.
In reaction to star results, Evercore analyst Mark Mahaney repeated the purchase rating on the BKNG -Ai section increased the target goal at $ 5,500 with $ 5,300. The analyst noted that the solid rhythm of the Q4 was driven by power in all geographical markets and travel verticals. He also pointed out that BKNG foundations improved on all sides, with key measuring data such as reservations, revenues and growth at night in the room, accelerating in the quarter.
In fact, Mahaney pointed out that despite being more than twice the larger than Airbnb and three times higher than Luxury In terms of room nights, BKNG reservations, revenues and nights in the room grew faster than these two rivals in the Q4 2024. Given a huge proportion, top -notch, very high margin and a very experienced managerial team, an analyst considers BKNG the highest quality internet of travel.
“And we continue with BKNG as reasonable prices, with sustainable and premium growth EPS (15%), a considerable FCF [free cash flow] Generation and a clear record of execution, “Mahaney said.
Generally, Mahaney is convinced that BKNG can maintain its long-term goal of 8% growth of reservations and revenues and 15% of EPS growth. It is also encouraged by many years of strategic BKNG investments in stores, flights, payments, connected trips and generative AI, as well as growing traffic on the company’s site.
Mahaney has taken 26 years among more than 9,400 analysts accompanied by the Tipranks. His grades were profitable 61% of the time, bringing an average return of 27.3%. See Reservation of shares scales On the vibrations.
Visa
The second select of shares is a giant to process payment Visa (V). At the event of an investor day held on February 20, the company discussed its growth strategy and revenue possibilities in its value added services (VI) and other companies.
After the event, BMO Capital Analyst Rufus He again confirmed the purchase rating at Vis’s supplies with a target price of $ 370. The analyst stated that the event helped solve many investors’ problems such as the remaining runway in the payment of consumers and the company’s ability to maintain the growth of high teenagers at VI.
The analyst emphasized the commentary on management about significant remaining runners in consumer payment. In particular, the company assesses the opportunity for a volume of $ 41 trillion in consumer payment, of which $ 23 trillion is currently underdract from the existing canvas infrastructure.
Commenting on your job, Hone noted that the company offered a significant insight into your job. It is significant that VISA projects designing a long -term revenue growth in the range of 9% to 12% and expects a continuous shift in combination of income in faster growing solutions for commercial and cash movement (CMS) and you companies, which will compensate for the expected mode of growth of consumer payment. Visa expects CMS and over time to contribute more than 50% of your total revenue, compared to approximately one -third in FY24.
Finally, Hone sees visa supplies as a core in the American financial space. “We still believe that Visa will maintain a double -digit upper growth (consensus ~ 10% growth) in the foreseeable future,” concluded the analyst.
Hone has taken 543 among more than 9,400 analysts who have followed the Tipranks. His grades were successful 76% of the time, which brought an average return of 16.7%. See Visual Hedge Fund activity On the vibrations.
Cyberark software
The third stock on this week’s list is Cyberark software (Cybr). The company recently announced the solid results of the Q4 2024, reflecting a strong demand for its identity security solutions. On February 24, the company held its investor day event to discuss its performance and the prospect of growth.
After the day of the investor, Baird analyst Shrenik Kothari repeated the purchase rating on the Cybr section increased the target price to $ 465 with $ 455. The analyst stated that the event had increased the dominance of the company in the cyber -safety area. In particular, Cyberark now sees the total addressable market (TAM) of $ 80 billion, which reflects a notable jump from a previous estimate of $ 60 billion.
Kothari explained that spreading to Cyberark’s TAM encourages demand for machine identities, the certainty guided AI and modern identity management (IgA). The analyst noted that 45 times an increase in machine identities compared to human identities created a huge security gap, which Cyberark is well positioned for catchment His Venafi acquisition.
Furthermore, Zilla’s security acquisition company helps to resolve the need for modern IgA solutions. Coming to the security needs of guided AI, Kothari emphasized the innovation of Cyberc, especially the starting of Cora Ai.
Kothari added that the administration targets the annual repetition of $ 2.3 billion and a free cash flow margin of 27% by 2028, supported by the platform consolidation trends. “A deep entrepreneurial pipeline/adoption, the discipline of execution should maintain CYBR’s long-term growth path, in our opinion,” said the analyst.
Kothari has occupied number 78 among more than 9,400 analysts accompanied by the Tiprans. His grades were profitable 74% of the time, bringing an average return of 27.7%. See Ownership structure Cyberrk software On the vibrations.
