最近几周的市场波动足以让最有经验的投资者感到担忧，尤其是在他们应对
omicron Covid 变体和美联储收紧货币政策的前景时。
华尔街的顶级分析师正在关注短期动荡。根据追踪表现最佳的选股者的 TipRanks 的数据，这五只股票是潜在的长期赢家。
马维尔
虽然半导体行业从向数据中心和数字经济的转变中受益匪浅，但 Marvell Technology (MRVL) 已准备好利用这一优势。这家半导体开发商最近公布了季度收益，分析师对其多年展望采取了更为乐观的立场。 （请参阅 TipRanks 上的 Marvell 风险因素）
Rosenblatt Securities 的汉斯·摩西曼 (Hans Mosesmann) 发布了对该股票的乐观报告，指出该公司的销售额增长了 30% 以上，并且其指引也有所上调。此外，到目前为止，Marvell 已经减轻了供应链的影响。
摩西曼将该股评级为买入，并将目标价从 100 美元上调至 120 美元。
这位分析师指出，Marvell 在“所有关键基础设施市场（DC、运营商、企业/网络和汽车/工业）中都遇到了强劲的需求，所有这些市场都在通过基于 5 纳米的专用集成电路/商业硅解决方案的新转变而受到影响在 2H22。”摩西曼说，这些芯片正是该公司关注的重点，预计它们的应用将“依次增长”。
该分析师称该股票为“最受世俗的想法”，并表示在未来几年“该公司看到了云优化硅设计的增长和增量收入，5G 的增长和美元含量的增加，收入的增加汽车以太网电导率，以及 PAM4 [四级脉冲幅度调制] 和 ZR 产品的增长，以支持强劲的收入增长。”
金融聚合商 TipRanks 目前将 Mosesmann 列为 7,000 多名专业分析师中的第 6 位。他的选股成功率为 81%，每个评级的平均回报率为 79%。
里维安
过去几年对汽车行业来说是革命性的，因为电动汽车 (EV) 生产商吸引了消费者和投资者的注意力。在上个月大张旗鼓地上市后，Rivian Automotive 的股票 (RIVN) 的波动似乎已经平静下来，分析师基本上看涨。 （参见 TipRanks 上的 Rivian 股票分析）
这些分析师中包括 Wedbush Securities 的 Daniel Ives，他认为 Rivian 是“正在打造的电动汽车中坚力量”，因为它在占领一个基本上未渗透的市场方面的发展轨迹。虽然其他电动汽车制造商主要专注于跑车和轿车，但 Rivian 是最早提供豪华 SUV 和皮卡车型的公司之一。
艾夫斯将该股评级为“买入”，并以每股 130 美元的目标价开始覆盖。
RIVN 的竞争相对较少，只有通用汽车 (GM)、福特 (F) 和特斯拉 (TSLA) 已经生产或宣布了类似车辆的计划。与较小的公司相比，艾夫斯认为 Rivian 处于“领先地位”。
该分析师指出，RIVN 已适当地进行垂直整合，并已准备好数万份预订单，以提供持续的需求。此外，该公司得到了亚马逊及其 10 万辆车队订单的支持，这给了投资者信心。
艾夫斯认为，“Rivian 将凭借其改变游戏规则的首次亮相、伊利诺伊州 Normal 的大规模工厂足迹，在电动汽车领域创造一个新类别，并在未来十年内在电动汽车市场打造一个主要品牌。”
在提供建议的 7,000 多位金融分析师中，艾夫斯被 TipRanks 视为第 79 位。他的股票评级在 69% 的时间内返回正确，平均回报率为 46.3%。
字母
科技巨头 Alphabet (GOOGL) 是世界上最有价值的公司之一，它一直在多个领域投资人工智能，最终提高了其第三季度的收入。此外，持续的宏观社会家庭趋势已经在该集团手中发挥作用，几乎没有放缓的迹象。
Tigress Financial Partners 的 Ivan Feinseth 表示，对人工智能的高度重视使 Alphabet 的新款 Pixel 6 智能手机及其通用搜索引擎功能受益。他还指出，苹果 (AAPL) 的 iOS 14.5 隐私变更对 GOOGL 的广告部门影响很小，部分原因是 Android 操作系统的流行。 （参见 TipRanks 上的 Alphabet 网站流量）
Feinseth 将该股评级为买入，并将目标价从 3,185 美元上调至 3,540 美元。
关于 Alphabet 的探索性创新，分析师补充说，该公司投资了“基于神经网络的尖端自然语言搜索过程 MUM（多任务统一模型），其功能比 BERT（来自变形金刚的双向编码器表示）强大一千倍” 。”
即使进行了大量投资，GOOGL 也保持了足够强劲的资产负债表，可以在短期内满足股东的需求。该公司扩大了其 500 亿美元的股票回购计划，将这两种股票都包括在内，今年迄今已执行了 368 亿美元。
Feinseth 在 TipRanks 的 7,000 多名分析师中排名第 55 位，并且成功率为 70%。他的收视率平均回报率为 35.7%。
哨兵一号
随着针对大型企业和个人运营的更多数字化和基于云的解决方案，网络攻击的威胁也在上升。对于寻求参与网络安全领域的投资者，Needham & Co. 的 Alex Henderson 将 SentinelOne (S) 评为“我们覆盖范围内增长最快的公司”。
这家安全技术公司最近公布了令人印象深刻的季度收益，超出了华尔街的普遍预期并提高了指导。 SentinelOne 一直在扩大其分销范围，部分原因是与托管安全服务提供商的合作伙伴关系。该公司还进一步进军规模更大的商业公司。 （参见 TipRanks 上的 SentinelOne 新闻情绪）
亨德森将该股评级为买入，并宣布目标价为 82 美元。
该分析师指出，“多租户、基于微服务、API 驱动的平台特别适合集成到 MSSP 的操作环境中，使 SentinelOne 能够以具有成本效益的方式为这一庞大的终端市场机会提供服务。”
在上个季度，新客户迅速采用了 SentinelOne 的完整产品套件，并且客户续订订阅的比率更高。
不过，由于其股票六个月的禁售期已于近期结束，该股短期内仍可能受到波动加剧的影响。尽管如此，亨德森预计 SentinelOne 将继续受益于其云工作负载服务和其他新产品的高人气，最终推动长期上涨。
在 TipRanks 的 7,000 多位金融分析师中，亨德森被评为第 50 位。他的成功率为 72%，他的股票评级为他带来了平均 44.1% 的回报。
废物连接
当大流行来袭时，它几乎影响到每个行业，甚至是废物清除服务。然而，Waste Connections (WCN) 此后将其业务拉回大流行前的水平，部分原因是并购浪潮有助于无机增长、忠诚的客户群以及强大的工资激励措施，使其免受持续劳动力短缺的影响. （参见 TipRanks 上的废物连接内幕交易活动）
Jefferies Group 的 Hamzah Mazari 在他最近的报告中详细阐述了这些积极因素，称“WCN 在工资方面一直处于领先地位，并继续向司机支付高于市场的薪酬，这有助于保留和提高员工素质。”此外，他预计并购不会“很快降温”。
Mazari 将该股评级为买入，并决定将其看涨目标价定为每股 154 美元。
这位分析师指出，这家废物处理公司在将定价提高至 6%（高于 2008 年之前的高点的峰值）后一直在适当地缓解通货膨胀。WCN 拥有强大的安装基础，通过问责制在其中培养了信任。这使公司拥有更多与定价相关的杠杆作用。
就供应限制问题而言，Waste Connections 一直在执行一项战略，即提前很久订购车队和设备，以便将自己置于“生产线的最前端”。对于司机和员工的高工资，如果毛利率太紧，明年下半年可以降低这些成本，从而缓解压力。
在超过 7,000 名分析师中，金融聚合商 TipRanks 将 Mazari 排在第 443 位。他选择的股票有 62% 的时间是正确的，平均每人的回报率为 39.6%。
Top Wall Street analysts are bullish on these stocks heading into the end of the year
The market volatility in recent weeks is enough to make even the most experienced investors worried, particularly as they contend with the omicron Covid variant and the prospect of tighter monetary policy from the Federal Reserve.
Wall Street's top analysts are looking past the short-term tumult. These five stocks are potential long-term winners, according to TipRanks, which tracks the best-performing stock pickers.
Marvell
While the semiconductor sector has been benefitting greatly from the shift toward data centers and a digital economy, Marvell Technology (MRVL) is poised to capitalize. The semiconductor developer recently smashed its quarterly earnings, and analysts have taken a more bullish stance on its multi-year outlook. (See Marvell Risk Factors on TipRanks)
Hans Mosesmann of Rosenblatt Securities published an upbeat report on the stock, noting that the firm saw sales growth over 30%, as well as a beat and raise on its guidance. Further, Marvell has mitigated supply chain impacts thus far.
Mosesmann rated the stock a Buy, and raised his price target to $120 from $100.
The analyst noted Marvell is experiencing robust demand in “all key infrastructure markets (DC, Carrier, Enterprise/Networking, and Auto/Industrial), with all of them inflecting on new transitions with 5nm-based application-specific integrated circuit/merchant silicon solutions in 2H22.” These chips are precisely what the company focuses on, and their applications are anticipated to “grow sequentially” moving forward, Mosesmann said.
Calling the stock a “favorite secular idea,” the analyst stated that over the next few years “the company sees a step up and incremental revenue from cloud optimized silicon design wins, the ramp of 5G and increased dollar content, the increase in revenue of Automotive Ethernet conductivity, and the ramp of PAM4 [pulse amplitude modulation with four levels] and ZR products to support strong revenue growth.”
Financial aggregator TipRanks currently places Mosesmann as No. 6 out of more than 7,000 professional analysts. He has been successful on his stock picks 81% of the time and has returned an average of 79% on each rating.
Rivian
The last few years have been revolutionary for the auto industry, as electric vehicle (EV) producers capture the attention of consumers and investors. After going public last month to much fanfare, Rivian Automotive's stock (RIVN) appears to have calmed down in volatility, and analysts are largely bullish. (See Rivian Stock Analysis on TipRanks)
Among those analysts is Daniel Ives of Wedbush Securities, who considers Rivian to be an “EV stalwart in the making,” due to its trajectory in capturing a largely unpenetrated market. While other EV makers have mainly focused on sportscars and sedans, Rivian is one of the first to offer luxury SUV and Pickup models.
Ives rated the stock a Buy and initiated coverage with a price target of $130 per share.
Relatively little competition stands in the way of RIVN, with only General Motors (GM), Ford (F), and Tesla (TSLA) having produced or announced plans for similar vehicles. When compared with smaller companies, Ives contends that Rivian is “leading the pack.”
The analyst noted that RIVN is properly vertically integrated, and has tens of thousands of pre-orders ready to provide consistent demand moving forward. Additionally, the company is backed by Amazon and its 100,000-vehicle fleet order, which has given investors confidence.
Ives believes that “Rivian is set to create a new category in the EV space with its game-changing debuts, a massive Normal, Illinois factory footprint, and create a major brand within the EV market over the next decade.”
Out of over 7,000 financial analysts giving advice, Ives is considered by TipRanks to be No. 79. His stock ratings have returned correct 69% of the time and have resulted in an average return of 46.3% each.
Alphabet
Technology behemoth Alphabet (GOOGL) is one of the world's most valuable companies, and it has been investing in AI across multiple sectors, ultimately boosting its third-quarter revenue. Further, the persisting macro societal at-home trends have played into the conglomerate's hands, with little signs of slowing.
Ivan Feinseth of Tigress Financial Partners said that the strong emphasis on artificial intelligence have benefited Alphabet's new Pixel 6 smartphone and its general search engine features. He also noted that Apple's (AAPL) iOS 14.5 privacy changes had minimal impacts on GOOGL's advertising segment, due in part by the prevalence of the Android operating system. (See Alphabet Website Traffic on TipRanks)
Feinseth rated the stock a Buy and raised his price target to $3,540 from $3,185.
Regarding Alphabet's exploratory innovations, the analyst added that the firm has invested in a “cutting-edge neural network-based natural language search process MUM (Multitask Unified Model), which is a thousand times more powerful than BERT (Bidirectional Encoder Representations from Transformers).”
Even with its heavy investments, GOOGL has maintained enough of a strong balance sheet to satisfy its shareholders in the near term. The company expanded its $50 billion share repurchasing program to include both classes of stock and has thus far executed on $36.8 billion this year.
Feinseth is ranked at No. 55 out of more than 7,000 analysts on TipRanks, and has seen success 70% of the time. His ratings have averaged returns of 35.7%.
SentinelOne
With more digitization and cloud-based solutions for large enterprises and personal operations, the threat of cyberattacks has also risen. For investors seeking a way to play the cybersecurity space, Alex Henderson of Needham & Co. named SentinelOne (S) “the fastest growing company in our coverage list.”
The security technology firm recently posted impressive quarterly earnings, beating and raising guidance above Wall Street consensus estimates. SentinelOne has been expanding its distribution reach due in part to partnerships with managed security service providers. The company has also made further inroads into more substantial commercial firms. (See SentinelOne News Sentiment on TipRanks)
Henderson rated the stock a Buy and declared a price target of $82.
The analyst noted that “the multi-tenant, micro-services based, API-driven platform is particularly well suited to integrate into the operating environment of MSSPs, allowing SentinelOne to service this massive end-market opportunity in a cost-effective manner.”
This past quarter saw new customers rapidly adopt SentinelOne's complete product suite, as well as a higher rate of customers renewing their subscriptions.
However, because the six-month lock-up period for its shares recently ended, the stock may still be affected by increased volatility in the near term. Despite this, Henderson anticipates SentinelOne will continue to benefit from the high popularity of its Cloud Workload service and other new product offerings, ultimately driving long-term upside.
Out of over 7,000 financial analysts on TipRanks, Henderson is rated as No. 50. His success rate stands at 72%, and his stock ratings have returned him an average of 44.1%.
Waste Connections
When a pandemic hits, it affects just about every industry, even waste removal services. However, Waste Connections (WCN) has since pulled its business back to pre-pandemic levels, due in part by a wave of mergers and acquisitions aiding in inorganic growth, a loyal customer base, and strong wage incentives protecting it from an ongoing labor shortage. (See Waste Connections Insider Trading Activity on TipRanks)
Hamzah Mazari of Jefferies Group elaborated on these positives in his recent report, stating that “WCN was stayed ahead of the curve when it comes to wages and continues to pay their drivers above market, which has helped with retention and employee quality.” Moreover, he does not foresee M&A “cooling off anytime soon.”
Mazari rated the stock a Buy and decided on a bullish price target of $154 per share.
The analyst noted that the waste removal firm has been mitigating inflation properly, after hiking its pricing up to 6%, a peak level beyond its previous high in 2008. WCN has a strong installed base in which it has cultivated trust through accountability. This allows the company more pricing-related leverage.
As far as supply constraint concerns go, Waste Connections has been running a strategy in which it places orders for fleet and equipment far in advance, so as to put itself “at the front of the line.” In regard to the high wages its drivers and employees enjoy, these costs can be reduced in the second half of the next year if gross margins are too tight, thus relieving pressure.
Financial aggregator TipRanks places Mazari at No. 443 out of over 7,000 analysts. His stock picks have been correct 62% of the time, and they have returned him an average of 39.6% each.
