Top Wall Street analysts bullish on Palo Alto Networks, MongoDB, and Costco for long term

7h

Summary

  • Top-ranked Wall Street analysts, per TipRanks, favor Palo Alto Networks, MongoDB, and Costco as long-term stock picks.
  • Palo Alto Networks will report fiscal first-quarter earnings on Nov. 18; cloud migration and AI adoption have raised demand for its cybersecurity offerings.
  • BTIG's Gray Powell estimates MongoDB's core market at nearly $15 billion and sees AI as a tailwind rather than a risk to growth.
  • Costco announced a $30-per-share special cash dividend payable Dec. 4 and reauthorized a $4 billion buyback through November 2030.
  • Major indexes were volatile in the week before the article amid AI earnings, economic releases, and the scandal involving former Nvidia CEO Jensen Huang.

Reactions

  • Oppenheimer's Ittai Kidron reiterated a buy on Palo Alto Networks with a $450 target, seeing upside from the CyberArk and Chronosphere acquisitions.
  • BTIG's Gray Powell initiated MongoDB at buy with a $417 target, calling AI an emerging tailwind and forecasting about 24% annual revenue growth over three years.
  • Oppenheimer's Rupesh Parikh reiterated a buy on Costco with a $1,160 target, calling the $30 special dividend a key catalyst he had awaited since November 2025.
  • Parikh said Costco remains his top pick and sees potential for a stock split as another positive catalyst.
  • The article recommended investors keep a long-term horizon despite short-term swings and track top analysts' ratings for stock ideas.

Timeline newest first

  1. Ahead of Palo Alto Networks' Nov. 18 fiscal first-quarter earnings, Oppenheimer analyst Ittai Kidron reiterated a buy rating with a $450 price target.

Sources newest first

Background newest first