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This net season, a fig of companies are demonstrating their resilience by delivering coagulated show contempt macro challenges and tariff uncertainties.
With their in-depth analysis, apical Wall Street analysts tin assistance investors prime stocks that tin navigate short-term pressures with coagulated execution and absorption connected delivering charismatic returns.
Here are 3 stocks favored by the Street's apical pros, according to TipRanks, a level that ranks analysts based connected their past performance.
MongoDB
Database absorption bundle institution MongoDB (MDB) is this week's archetypal pick. In June, the institution delivered coagulated results for the archetypal 4th of fiscal 2026.
Recently, BMO Capital expert Keith Bachman initiated sum of MongoDB banal with a bargain standing and a price people of $280. Meanwhile, TipRanks' AI expert has an "outperform" standing connected MDB banal with a terms forecast of $263.
Bachman said that, according to Gartner, the database marketplace is among the largest bundle markets astatine implicit $100 cardinal successful yearly spend, and MongoDB is simply a person successful the non-relational database segment. Notably, this conception accounts for astir 25% of the wide marketplace and is increasing by astir 20% twelvemonth implicit year.
The 5-star expert noted that feedback from Value Added Resellers (VARs) and users indicates that developers person a precise affirmative presumption of MongoDB, a level that is well-suited for customers with multi-cloud deployments. Bachman believes that MongoDB tin beryllium 1 of the generative artificial quality (AI) database winners.
"We deliberation MDB is presently focused connected improving its vector hunt capabilities to assistance triumph caller workloads, including done M&A," noted the analyst. Also, Bachman expects MongoDB's cloud-based database offering, Atlas, to prolong low- to mid-20% maturation done fiscal 2027. He expects MongoDB to present mid- to high-teens maturation successful fiscal 2027, portion gradually enhancing profitability.
Bachman ranks No. 531 among much than 9,900 analysts tracked by TipRanks. His ratings person been profitable 58% of the time, delivering an mean instrumentality of 10.3%. See MongoDB Insider Trading Activity connected TipRanks.
ServiceNow
We determination to ServiceNow (NOW), an AI-powered level for concern transformation. The institution posted better-than-anticipated second-quarter results and lifted its full-year outlook, backed by expanding AI adoption.
Reacting to the Q2 print, TD Cowen expert Derrick Wood reaffirmed a bargain standing connected ServiceNow banal and raised the terms forecast to $1,200 from $1,150. Meanwhile, TipRanks' AI expert has an "outperform" standing connected NOW banal with a terms people of $1,129.
Wood noted the awesome 21.5% maturation (at changeless currency) successful ServiceNow's existent remaining performing obligations, delivering a 200 basis-point beat. The top-rated expert explained that this beardown maturation was driven by aboriginal renewals and AI spot successful the endeavor business, which offset tougher national spending conditions.
The expert besides highlighted that the company's generative AI suite, NOW Assist, delivered better-than-expected nett caller yearly declaration value, driven by higher woody volumes and accrued woody sizes.
"We proceed to presumption NOW arsenic the champion positioned SaaS [software arsenic a service] vendor to monetize GenAI, and we expect momentum to support gathering successful 2H," said Wood. Overall, the expert is precise encouraged by the robust cardinal show indicators, with ServiceNow's caller AI and information products and spot successful the endeavor concern offsetting headwinds resulting from tightening national spending.
Wood ranks No. 352 among much than 9,900 analysts tracked by TipRanks. His ratings person been palmy 59% of the time, delivering an mean instrumentality of 13.3%. See ServiceNow Ownership Structure connected TipRanks.
Varonis Systems
Finally, let's look astatine cloud-native and AI-powered information information institution Varonis Systems (VRNS). On July 29, the institution reported coagulated results for the second quarter of 2025, driven by continued momentum successful its business.
Impressed by the performance, Baird expert Shrenik Kothari raised his price people for VRNS stock to $63 from $58 and reaffirmed a bargain rating. In comparison, TipRanks' AI expert has a "neutral" standing connected VRNS banal with a terms people of $54.
Kothari highlighted that Varonis delivered a "clean beat/raise" crossed cardinal metrics similar yearly recurring gross (ARR), subscription gross and escaped currency flow. The 5-star expert added that Q2 conversion ARR was better-than-expected and aligned with beardown checks and his preview.
Additionally, the expert noted that the institution again raised its full-year ARR guidance, which reflects improving upsell and net-new concern opportunities. "GenAI, Copilot integrations, and MDDR [Managed Data Detection and Response] tailwinds are driving increasing lawsuit appetite for the afloat platform," said Kothari.
The expert pointed retired that SaaS ARR represented astir 69% of wide Q2 ARR, up from 61% successful the archetypal quarter, with the institution connected way to implicit its SaaS modulation by the extremity of 2025. He added that Varonis present expects to exit 2025 with an 82% SaaS ARR premix compared to its erstwhile estimation of 80%, backed by solid, broad-based request from some caller and existing customers.
Kothari ranks No. 85 among much than 9,900 analysts tracked by TipRanks. His ratings person been palmy 73% of the time, delivering an mean instrumentality of 26.7%. See Varonis Systems Statistics connected TipRanks.










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