Disturbing economic data, the weak feeling of consumers and tariff fears contributed to a difficult journey for actions in February, with the S&P 500 Lose 1.4% during the month.
Investors should choose stocks of companies that can withstand these short -term pressures and capture growth opportunities to offer long -term attractive yields. To this end, the recommendations of the best analysts of Wall Street are useful, as they are based on an in -depth analysis of the forces, challenges and growth prospects of a business.
In this spirit, here are three actions favored by The best street prosAccording to Tipranks, a platform that classifies analysts according to their past performance.
Booking Holdings
The first is Booking Holdings (Bkng), one of the main online travel agents. The company gave results in the fourth quarter marking the market, thanks to high travel demand. Booking Holdings is investing in its activities to stimulate long -term growth thanks to several initiatives, including the deployment of generative technology of artificial intelligence to improve the value it offers to travelers and its partners.
In response to stellar results, Evercore analyst Mark Mahaney reiterated a purchase note on BKNG and increased the price target to $ 5,500, compared to $ 5,300. The analyst noted that the solid rhythm of the fourth quarter of the company was motivated by force in all geographic markets and vertical travel. He also pointed out that BKNG fundamentals have improved in all areas, with key measures such as reservations, income and growth in the evenings of the accelerating room during the quarter.
In fact, Mahaney stressed that despite being more than twice as large as Airbnb and three times larger than Expedia In terms of room nights, BKNG reservations, income and room nights increased more quickly than these two competitors in the fourth quarter 2024. Given its massive scale, its higher growth, its very large margin and a very experienced management team, the analyst considers that BKNG is the highest quality travel stock.
“And we continue to consider BKNG as a reasonable price, with growth in sustainable and premium BPA (15%), substantial FCF [free cash flow] Generation and a clair history, “said Mahaney.
Overall, Mahaney is convinced that BKNG can maintain its long -term objective of the 8% growth in reservations and revenues and a 15% growth in the EPS. It is also encouraged by multi -year BKNG strategic investments in merchandise, flights, payments, connected trips and generator AI as well as by growing traffic to the company’s site.
Mahaney ranks n ° 26 among more than 9,400 analysts followed by Tipranks. Its notes were profitable 61% of the time, offering an average yield of 27.3%. See Booking Holdings Stock Charts On Tipranks.
Visa
The second choice of stock is a payment treatment giant Visa (V). During the event of the investor day held on February 20, the company discussed its growth strategy and the income opportunity in its value -added services (VAS) and other companies.
After the event, BMO Capital Analyst Rufus Hone Reaffirmed a purchase note on VISA action with a price target of $ 370. The analyst said that the event had helped respond to numerous investors’ concerns and the remaining track in consumer payments and the company’s ability to maintain high EVA growth.
The analyst highlighted the commentary on the management on the significant track remaining in consumer payments. More specifically, the company estimates an opportunity for a volume of $ 41 billions of consumer payments, including 23 dollars are currently in poor service by the existing payment infrastructure.
Commenting on the company VA, Hone noted that the company offered important information about its VA company. In particular, Visa projects a longer -term income growth in a range of 9% to 12% and expects a continuous change in its income combination in faster commercial and monetary movement companies (CMS) and VA, which will compensate for the expected moderation of consumer payments growth. Visa expects CMS and VA VA to contribute more than 50% of its total income over time, compared to approximately one third of the year 24.
Finally, display the visa stock as a basic outfit in the American financial space. “We continue to believe that Visa will support the two -digit high -end growth in the foreseeable future (consensus ~ 10% growth),” concluded the analyst.
Hone ranks n ° 543 among more than 9,400 analysts followed by Tipranks. Its notes succeeded 76% of the time, offering an average return of 16.7%. See Visa coverage activity activity On Tipranks.
Cyberark software
The third stock on this week’s list is Cyberark software (Cybr). The company recently announced the solid results of the fourth quarter of 2024, reflecting high demand for its identity security solutions. On February 24, the company organized its event from investor day to discuss its performance and growth prospects.
After investor day, Baird analyst Shrenik Kothari reiterated a purchase note on CYBR shares and increased the price of courses to $ 465, compared to $ 455. The analyst said that the event had strengthened the domination of the company in the cybersecurity space. More specifically, Cyberark now sees a total addressable market (TAM) of $ 80 billion, reflecting a significant leap compared to the previous estimate of $ 60 billion.
Kothari explained that the expansion of Cyberark’s TAM is driven by the demand for machine identity solutions, IA -focused security and governance and modern identity administration (IGA). The analyst noted that overvoltage 45 times in the identity of the machines in relation to human identities has created a huge security gap, that Cyberark is well positioned to capture Its Venafi acquisition.
In addition, the acquisition of company security contributes to responding to the need for modern IGA solutions. Coming to IA -based security needs, Kothari underlined Cyberark’s innovation, in particular the launch of Cora AI.
Kothari added that the target management of recurring annual income of 2.3 billion dollars and a margin of available cash flow by 27% by 2028, supported by the consolidation trends of the platforms. “Pipeline / Adoption in deep business, the discipline of execution should support the long -term growth trajectory of the CYBR, in our opinion,” said the analyst.
Kothari ranks n ° 78 among more than 9,400 analysts followed by Tipranks. Its notes were profitable of 74% of the time, offering an average yield of 27.7%. See Cyberark software property structure On Tipranks.
