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In this profit season, a number of companies show their flexibility by providing strong performance despite macro and customs tariffs.
Through their in -depth analysis, senior Wall Street analysts can help investors choose shares that can move in short -term pressure with strong implementation and focus on providing attractive returns.
Here are three shares preferred by the best street positives, according to Tipranks, a platform that classifies analysts based on their previous performance.
Mongodb
Database management company Mongodb ((MDBIt is the first choice this week. In June, the company achieved strong results for the first quarter of 2026.
Recently, Keith Pashman, BMO CAPITAL analyst, began to cover Mongodb shares with a purchase classification and The price goal of $ 280. Meanwhile, Tipranks’s artificial intelligence analyst has a “outperform” rating on MDB shares with a price of $ 263.
Pashman said that, according to Gartner, the database market is among the largest software markets with more than $ 100 billion in annual spending, and Mongodb is a leader in the non -scientific database sector. It is worth noting that this sector represents about 25 % of the total market and grows by about 20 % on an annual basis.
A 5 -star analyst noted that the VArs distributed reactions (VARS) and users note that developers have a very positive vision for Mongodb, which is a well -suitable platform for customers who have multi -cloud post. Bachman believes that Mongodb can be one of the winners of the AI.
“We believe that MDB is currently focusing on improving search capabilities in vectors to help win new work burdens, including through integration and purchases,” the analyst pointed out. Also, Bachman expects that the Mongodb database -based cylindrical database, ATLAS will provide a low to average growth to 20 % until 2027. Mongodb is expected to achieve medium growth to the chief teenager in 2027, while gradually promoting profitability.
Bachmann is ranked 531 out of more than 9900 analysts followed by Tipranks. His assessments were profitable 58 % of the time, with average return of 10.3 %. See Mongodb Insider on Tipranks.
servicenow
We move to servicenow ((nowA platform works artificial intelligence to transform business. The company published better than expected Results of the second quarter She raised her expectations for the entire year, supported by increased adoption of artificial intelligence.
In response to the Q2 print, TD Cowen DERICK WOOD analyst reaffirmed the purchase classification on Servicenow stock and The price expectations were raised to $ 1,200 From $ 1,150. Meanwhile, TIPRANKS intelligence analyst has a “superiority” ran for stocks now with a $ 1129 goal.
Wood note the growth of 21.5 % impressive (in a fixed currency) in the current obligations in Servicenow, providing 200 basis points. Top -classified analysts explained that this strong growth was driven by early renovations and the strength of artificial intelligence in institutions’ business, which compensates for the most striking federal spending conditions.
The analyst also highlighted that the company’s generation group, which is now helping, has provided a new annual value of expected, driven by the sizes of higher deals and increasing sizes of deals.
Wood said: “We are still looking at the best saas seller (software as a service) to achieve Genai’s money, and we expect that the momentum in construction will continue in two hours,” Wood said. In general, the analyst is highly encouraged by strong main performance indicators, with artificial intelligence products and new data products from Servicenow and strength in opposite works that compensate for works resulting from tightening federal spending.
Wood ranked 352 of more than 9900 analysts followed by Tipranks. His assessments were 59 % successful, with an average return of 13.3 %. See Servicenow’s ownership structure on Tipranks.
Varonis systems
Finally, let’s take a look at the security company with cloud and artificial intelligence Varonis systems ((VRNS). On July 29, the company reported strong results for The second quarter From 2025, it is driven by the constant momentum in its work.
I was impressed by the performance, the Bird Sheny Kothari analyst raised him The target price for VRNS share To $ 63 from $ 58 and reaffirm the purchase classification. In comparison, TIPRANKS is a “neutral” rating on VRNS with a $ 54 goal.
Kothari highlighted that Varonis has achieved a “clean rhythm/lifting” via major standards such as repeated annual revenues (ARR), subscription revenues and free cash flow. A 5 -star analyst added that the Arr Q2 Convert Arr was better than expected and compatible with strong examinations and inspection.
In addition, the analyst indicated that the company once again raised ARR instructions for the whole year, reflecting the improvement of job opportunities in UPSell and a new retina. Kothari said: “Genai, Copilot Integration and MDDR (discovering managed and responding data) pays the increasing customer appetite for the full platform,” said Kothari.
The analyst pointed out that Saas Ar represents about 69 % of the total Q2 AR, an increase of 61 % in the first quarter, with the company on the right track to complete the Saas transition by the end of 2025. He added that Varonis is now expected to exit from 2025 with 82 % of the Saas Arr Mix compared to 80 % of 80 %, supported by solid, and the wide producer Both.
Kothari ranks No. 85 out of more than 9900 analysts followed by Tipranks. His assessments were 73 % successful, with an average return of 26.7 %. See Varonis Systems Statistics on Tipranks.
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